Search Results

RakataCRM can sync invoices with: Xero QuickBooks Sage Line 50 How does the sync work? Once an invoice is created at a agreed time the system will sync all invoices into your Accounts system of choice.   When the sync scheduler runs it will sync all i...

1. The customer will receive and Email and SMS with the quote details to complete Tip! It is possible to embed the Quote Acceptance link directly within the Email. This is configurable based on your preferences. 2. The customer can open and click the link ...

The setup of Products is one of the most important aspects of the setup of Rakata CRM for Flooring.  It is critical that Products, Flooring Types and Product Ranges are configured correctly.  Incorrect product setup can result in incorrect calculations or the ...

1. From the Main Configurator page view the Supplier tab 2. Clicking the Information icon will show all the Product Range that are associated to this supplier 3. To add a supplier click the Add Supplier button

1. Click + ADD FLOORING TYPE button 2. Complete the required fields 3. Select the Calculation Type 4. Add a Wastage % if applicable 5. Complete the labour cost and price for the installation of all products within this flooring type 6. To view and amend t...

1. Click the "+" icon next to the Flooring Type where you want to create the new Product Range 2. Type the name of Product Range, set the default supplier and add the quote script. 3. Select the options required for the Product Range. Tip: Tip! The options ...

1. Click the "+" icon from the Product Range where you want to the create the Product 2. Complete the required fields 3. Add the purchase cost and sale price of the product 4. Complete the specific fields as required. 5. Click "SUBMIT" 6. To vie...

Incorrectly configured products will NOT show when selecting products in the survey.  If you cannot see the product when attempting to select it within the survey there is likely a problem with the configuration. To assist in identifying incorrectly configured...

RakataCRM has the ability to dynamically create tasks on jobs based on the Job Type.  For example you might want to create a list of task associated with a Domestic jobs and assign different tasks to different employees.  If you were needing to do this each ti...

Enter the username and password provided to you by your administrator and press Log In If the credentials arent correct you will be presented with a message. You can reset your password using the link indicated This will take you to the following pag...

At the top left of all the screens is the global search. You can type a few characters in here then a drop down will appear for you to choose which area of the system you want to search Simply click on the list the area of the system you wish to searc...

The top of the screen contains the top menu   When you select one of these the menu items the menu down the left hand side changes    When you select a menu item don the left hand side the main body of the screen is updated

The Trading Partner area of the system is where you store all the details regarding people and companies you deal with, these could be suppliers, customers, hauliers, introducers

The Products area of the system is where you store details of all your product, which could be real or virtual. Real Product These are physical products that you buy and sell Virtual Product These are a kit of 1 or more real products. You can sell virt...

This area of the system is where you record the Sales Contracts, Purchase Contracts and Fixings. This is your day to day place to be on the system. Sales Contract This is where you record details of products you are selling to your customers Purchase Co...

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

You can create your Trading Partner by clicking Trading Partner > New Trading Partner from the menu areas.   Once you have filled in the screen with the data you wish to store press Create Trading Partner at the bottom of the screen to store the record. N...

You can create individual contacts / addresses by clicking Trading Partner > New Contact/Address from the menu areas   These could be individuals at the Trading Partner, or different braches of the Trading Partner. You can assocuiate it with the appropria...