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Return products into stock for reuse
Your business may have products that are returned from jobs that can be used again. The inventor...
Bulk Import Products
Click the Products Import button Download the Template and populate the template with your pro...
Quick start guide
This guide is a quick flow to get going as quick as possible. Follow the steps to get booking jo...
Job Types
Job Types are simply groups of forms linked together. When creating a location timing and admin ...
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...
Inventory Manager
The Inventory Manager page is your inventory hub. Here you can: View what product you have in ...
Introduction
The Stock & Inventory management module has significant capabilities for customers who want to ma...
Product Management
If your business utilises products for sale then it may be quicker to add products before startin...
Warehouse Management
Warehouses are required to get the best of out the Inventory Manager. A warehouse can be any loc...
Job Classification
Job Classification is a way to add certain parameters to a job or to simpy label a Job. Within t...
Labour Rates
Labour rates are set on a per user basis. Rakata CRM allows difference labour rates per employee...
Supplier Management
Suppliers are used in various aspects of the system such as creating PO's. In order to create a ...
Vehicle Management
Many customers utilise vehicles within their business and want to track what Engineers are linked...
Create a PO via the Andriod App
If an engineer is authorised to create POs (Set Employee parameters) via the Andriod APP they can...
Employee/User parameters (Set contracted hours and PO creation accessibility)
Once a user has been created you can set various Employee settings that manage employee behaviour...
Role Management - User roles for system access
The system has an advanced set of system roles that determine what users can see and do. Users m...
Create a Job
There are a number of ways to create a job. This method views the Account first. We recommend t...
Create Account
The Account or Customer record is where all details of that Account are held. This will include ...
Managing Employees
Create an Employee Navigate to the Employees main feature page. Click + New Employee in the t...
Manage Services
Introduction Items are the building block of your store. Items can be physical products, digital...