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Agri-ERP

This is your go to place for all your training material needs for Rakata Agri-ERP product.

Rakata CRM for Business Operations (Mechanical and Engineering providers)

This is your go to place for all your training material needs for Rakata CRM for M&E service base...

Rakata CRM for Flooring

This is your go to place for all your training material needs for Rakata CRM for Flooring

Recently Updated Pages

Introduction

The Stock & Inventory management module has significant capabilities for customers want to manage...

Automatically create tasks related to a Job type

RakataCRM has the ability to dynamically create tasks on jobs based on the Job Type. For example...

User Management (Create and Manage Users)

System Administrators can manage users to ensure they have the correct access, functionality and ...

Contacts / Addresses

You can create individual contacts / addresses by clicking Trading Partner > New Contact/Address ...

Trading Partner

You can create your Trading Partner by clicking Trading Partner > New Trading Partner from the me...

Billing / Payment

This area of the system is where you work with Sales Invoices and Purchase Invoices

Commercial

This area of the system is where you record the Sales Contracts, Purchase Contracts and Fixin...

Products

The Products area of the system is where you store details of all your product, which could b...

Trading Partners & Contacts/Addresses

The Trading Partner area of the system is where you store all the details regarding people an...

Screen Layout

The top of the screen contains the top menu When you select one of these the menu items the...

Recent Activity

RakataTech created page Introduction
2 weeks ago

RakataTech sorted book Rakata CRM for Business Operations (Mechanical and Engineering providers)
2 weeks ago

RakataTech created chapter Stock & Inventory Mangement
2 weeks ago

RakataTech updated page User Management (Create and Manage Users)
2 weeks ago

RakataTech updated permissions ERP Training
1 month ago

RakataTech updated permissions CRM Training
1 month ago

RakataTech updated permissions ERP Training
1 month ago

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