Configurations
1. General Settings
a. Companies
i. My Company: You can update your company details.
ii. Document Layout: You can customize your document.
iii. Email Templates: You can customize email templates.
b. Units of Measure: Users can change units according his region.
c. Discuss: Users can set up mail servers.
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d. Integrations: Users can integrate calendars.
2. CRM: Users can be configured for team and lead.
2. Sales:
a. Product Catalog: Users can manage the product variant.
b. Pricing: Users can manage the price and discount.
c. Quotations & Orders: Users can manage the Online Signature,Online Payment,Quotation Templates,Default Quotation Validity,Sale Warnings,Lock Confirmed Sales,Pro-Forma Invoice
d. Invoicing: Users can manage the Invoicing Policy, Down Payments
4. Debrand: Users can add brand logo, favicon, brand name, and url.
5. Website
a. Website Info: Users can add domain, homepage/url, website name,favicon and language.
b. ChatGPT Connection: Need to add API key for use website chatGPT/query GPT.
c. Shop - Payment: User can add payment gateway.
d. Shop - Checkout Process: Users can manage the checkout process.
e. Shop - Products: Users can manage the checkout process.
f. Invoicing: Users can manage the invoice configuration.
g. Email & Marketing: Users can manage the email & marketing configuration.
h. Privacy: Users can manage the privacy and cookies configuration.
i. SEO: Users can manage the marketing/SEO.
6. ELearning: Users can manage the certificate, Paid and forum configurations.
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7. Invoicing: Users can manage the Taxes, Currencies, Customer Payments, Analytics and Customer Invoices configurations.
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8. Project: Users can manage the Tasks Management, Time Management, Analytics
and Customer Invoices configurations.
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c.
9. Timesheets: Users can manage the Time Encoding, Billing, Time Off configurations.
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c.
10. Email Marketing: Users can manage the email marketing configurations.
11. Events: Users can manage the event configurations.
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12. Employees: Users can manage the Employees configurations.
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