CRM module For Jadid Khata

CRM stands for Customer Relationship management

Getting Started

Registering your Business in Jadid Khata POS & ERP
Setup Your Business Details
Setting Business Multiple Locations or Ware House or Storefronts

User Management

Adding User & Assigning Location to a User
Role Management
Using Commission Agent feature

Contact Management

Customer Groups
Loyalty Cards
Customer & Supplier Ledger
Adding opening balance & payment
Contacts Management (Supplier & Customers)
Advanced balance
Opening Balance

Products

Adding Products
Import/Export Products
Delete Product (Bulk delete)
Variations
Product Units
Product Category (Categorizing products)
Product stock history
Product expiry and related settings.
Lot number
Selling Price Groups (Sell in different prices: wholesale/retail or for different prices for different locations)
Product Warranty
Printing Labels
Duplicate Product
Untitled
Bulk Edit Products
Rack, Row & Position of product
Opening Stock
Custom Labels for Products
Bulk Price Update

Purchases

Purchase custom fields
Adding Bonus or Free Items given by supplier
Purchase Order
Purchase Management
Purchase Payments
Purchase Invoice:
Purchase Requisition

Stock transfer

What is Stock Transfer?

Sales / Sell

Gift Receipt
Customer Display Screen
Adding Bonus or Free Items at Sale
Import Sale
Gift Receipt
Invoice External URL
Configuring keyboard shortcuts for POS screen
Discounts by Brand, Category, Location
Reward Points, Royalty points
Types of Service
Shipments, Home Delivery or parcel management
Display product unit price in POS Product suggestion
Cash Denomination
Proforma Invoice
Displaying QR code in invoice
Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
Tender Change or Change Return
Using Jadid Khata POS & ERP for Selling of Services
Sales Order
Sales Return
Sales Subscriptions
Featured Products in POS screen
Cash Register
Invoice Layout

Tax Settings

Tax Rates, Tax Groups & Disabling tax
Setting Jadid Khata POS & ERP for Pakistan and other Country with GST support.
Inline tax & invoice tax

Payment Accounts

Enabling & using Payment account or bank account
Setting default payment accounts for payment methods

What is Stock Adjustment? And how to use it?

Stock Adjustment

Reports

Reports

Backup Module

Untitled

Expense Management

Expense Refund
Adding expenses, Adding expenses for an employee or customer or supplier
Adding expenses, Adding expenses for an employee or customer or supplier

Notifications

Notifications Settings [Email & SMS/Whatsapp configuration]
Enabling auto-sending of SMS & Email to customer on New Sales:
Internal System Notification

Settings

How to Search in Settings?
Business Settings
Setting Invoice Scheme
Changing your Language Preference
Adding a new Label or barcode settings
Changing the custom fields labels

Hardware Support

Changing the custom fields labels
Setting up a Thermal Printer for Receipt Printing
Barcode Printer
How to setup printer to open cash drawer automatically?
Barcode Scanner
Label weighing scale

Technical

Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others
Service Staff Pin
Kitchen Order (send order to kitchen or not)
Line Orders
Service Staff Timer

Adding & Editing Payment Method or Pay Via options (Custom payments)Adding & Editing Payment Method or Pay Via options (Custom payments)

Payment Methods:

Essentials & HRM

HRM features – Essentials
Features in Essentials module:
Sales Target for employees