Using Quotation Templates

Registering and Managing Customers

Add customers to the master record and link deals, quotes, and orders to them.

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

Creating and Managing Shift Patterns

Register reusable shift templates (e.g., early shift, night shift) to speed up schedule creation.

Using Shift Templates

Save recurring shift patterns as templates to generate schedules with one click.

Copying and Duplicating Shift Templates

How to copy previous shift schedules to speed up shift creation.