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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...
Global Search
At the top left of all the screens is the global search. You can type a few characters in here th...
Logging In / Password Reset
Enter the username and password provided to you by your administrator and press Log In If th...
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...
Create the Quote > Send the quote > acknowledge the quote!
1. Click the "Create Customer Quote" button. Tip! The system allows you to create different qu...
Create a Job Survey/Order (Measure Up)
Within RakataCRM a Survey is a critical piece of the system. Every order, quote, fitting etc has...
Inform the Fitter
There are 3 methods for the fitter to be informed of the job timings and details. These are: ...
Alternatively, you can create a Job from the Kanban (“Walk In” or “On-Site Survey”)
1. Click "Jobs" button in the main header 2. Click the + Create Job Icon Tip: Tip! There ar...
Review Incorrect Setup Products
Incorrectly configured products will NOT show when selecting products in the survey. If you cann...
Overview of Product Management
The setup of Products is one of the most important aspects of the setup of Rakata CRM for Floorin...
Create a Product
1. Click the "+" icon from the Product Range where you want to the create the Product 2. Compl...
Create a Product Range
1. Click the "+" icon next to the Flooring Type where you want to create the new Product Range 2...
Create a Flooring Type
1. Click + ADD FLOORING TYPE button 2. Complete the required fields 3. Select the Calculation T...
Creating and Managing Suppliers
1. From the Main Configurator page view the Supplier tab 2. Clicking the Information icon will s...