openjanela

Set Customer defaults

Step One Click on edit defaults. Step Two Click on the “+” icon to add new. Step Three Select the default type and add the variables. Option Select which option you would like to set a default answer to in “Var 1” field. Select which answer you would like to set as default in “Var …

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Projects

Step One Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder. In customer management, go to the details tab Click on the Builder checkbox Save changes Step Two Create new Project Go to the Documents tab Click on new Step Three Create …

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Project table format

1.Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder. •    In customer management, go to the details tab •    Click on the Builder checkbox •    Save changes 2. Create new Project •    Go to the Documents tab •    Click on new 3.Create …

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Adding partner groups

Step One Partner groups can be used to categorize a customer. It is possible to set different pricing, discounts and product series available for each partner group. To add a partner group follow these steps. Click on edit in the “Pricing Group” tab. Step Two Click on the “+” button to add a new group. …

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Order Tracking

Step One Go to “Customer Service” and select “Customer Management” or “Document Management”. Step Two Go to confirmed orders, select the order you would like to view and click on “Tracking”. Step Three View the status for each item. Item Status Confirmed: Item has been confirmed and has not been added to a production batch. …

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Confirming Orders

Confirming Orders Orders can be confirmed by selecting “Ordered” in the “Documents” tab in the “Customer Management” and “Document Management” modules. Step One Click on confirm order Step Two Confirm to proceed Step Three Confirm the required date for the order Step Three(1) If required, click on the calendar icon to change the date. After …

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Create Quotes & Estimates

Creating Quotes and Estimates Step One  Go to “Customer Service” and click on “Customer Management” Step Two  Select the customer from the Partner list. Step Three Create new “Quote” ⦁ Click on New in the “Documents” tab. Step Four Edit the “Order Header” information. ⦁ Enter the required fields. Fields marked with red are mandatory …

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Creating Partners

Step 1 Go to “Customer Service” module and select “Customer Management” Step 2: Click on the “+” icon to create a new partner.. Step 3: Fill in the required fields a. Details ⦁ Fields marked in red are mandatory. ⦁ First Name and Last Name will be auto-filled after entering the “Full Name” b. More …

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Creating a new Opportunity

Step One Create a new Opportunity ⦁ Opportunities can be generated from Lead Management Details Screen by clicking on “Opportunity”. Step Two These can also be created from the “Opportunities” tab in “Lead Management” or “Customer Management”. Step Three Enter the required information under “Details” ⦁ “Deal Name” is auto-filled with the Lead/Customer Name. ⦁ …

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