SARALWEB

CRMΒΆ

  • Locations
    • Creating a Location
      • Mandatory Fields for Location record
      • Adding Shift records
      • Invoice Compliance Document List
  • Partners
    • Creating a Partner
      • Mandatory fields for creating a Partner record
      • Other Essential fields in Partner record
  • Contracts
    • Creating a contract
      • Mandatory Fields for creating a new contract
        • Contract items(Attendance based)
        • Contract items(Job Based)
        • Contract items(Others)
      • Other Essential fields
  • Allocation and Attendance
    • Allocating employees to a contract
    • Marking Attendance for employees in a contract
    • Marking Job Work Status
    • Understanding the column headers in Attendance, Allocation and Job Status tab
  • Invoices
    • Generating Invoices
      • Mandatory Fields for generating Invoices
      • Adding Documents with Invoice
      • Submitting an Invoice
      • Approving the Documents for submitted Invoice
      • Downloading an Invoice

Main Index

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