Popular Infosys

• Alter Inquiry and quotation after login immediately.
• Post Inquiry with Customer Name, Address, Company Name, Contact Person, Mobile no1, Mobile no2, Email Address, GST No, Remarks, Birth date, Anniversary Date, Inquiry Type, City, Area, State, Budget of customer, Source, Priority , Reference, Inquiry by, Inquiry To, Status of Inquiry and product details.
• Inquiry Dashboard (filter with Inquiry status, City, Area, Employee Name, Source, Inquiry Type, Customer Name)
• Inquiry Follow-up (Inquiry Full details, follow up remarks, follow up date, time, next follow update, follow up status (Got/Hot/Warm/Lost).
• Generate quotation immediate after close inquiry.
• Quotation - Customer Name, Address, Company Name, Contact Person, Mobile no1, Mobile no2, Email Address, GST No, Remarks, Quotation Validity, Quotation Subject, F.O.R., Delivery Period, Document Attachment, Payment Terms, Courier Charges, Quotation Status, Inquiry by, Inquiry To, Status of Inquiry and product details, Show Brand on print extra.
• Quotation Dashboard (Filter with Quotation status, Employee Name, Customer Name, Total of filtered data)
• Quotation Follow-up(Quotation full details, follow-up remarks, follow up date, time, next follow up date, follow up status (Got/Hot/Warm/Lost), Browse Attached document.
• Generate Proforma Invoice and send quotation email to customer immediate after close quotation.
• Alert Inquiry (filter with today’s follow up, Overdue follow up, Employee wise follow up)
• Alert Quotation (filter with today’s follow up, Overdue follow up, Employee wise follow up)
• Proforma Invoice – Customer Name, Address, Contact Person, Email Address, Mobile No1, Mobile No2, GST No, State, Remarks, Payment Terms, Extra Document Attachment, Delivery Period, S.O. Reference No, Courier Charges, Advance Payment (Basic Rate (%), Final Amount (%)), Show brand on print)
• Auto Backup Facility
• Item Master – Sales (for Sales department Employee to check details of product like Part No, Brand Name, Category Name, Group Code, HSN Code, GST (%), Allow Max Discount, Selling Rate, Technical details
• Item Master – Purchase (for Purchase department Employees to check details of product like Part No, Brand Name, Category Name, Group Code, Company Name, P&F(%), HSN Code, GST (%), Username, Basic Amount.
• Special Rights to view all employee data for admin purpose.
• Quotation and Proforma print with Current User data like Mobile No to contact, Email address. Body part of email is flexible as per company requirement.
Report:
• Customer Master
• Department Master
• Unit Master
• Item Master – Sales Department (Filter with Brand Name, Company Name, Category Name, Group Code, Show/Hide Company Name Column)
• Item Master – Purchase Department (Filter with Brand Name, Company Name, Category Name, Group Code, Reference By)
• Employee Master
• Category Master
• Quotation Customer Master (Export in .CSV Format)
• Export All Item Data with Selected Company Name
• Inquiry Dashboard (Filter Inquiry Status, City, Area, Employee Name, Source, Inquiry Type, Customer Name).
• Quotation Dashboard (Filter Quotation Status, Employee Name, Customer Name)