Creating a quote from inventory

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Create from Inventory Search Select the Inventory tab Search for the stock unit Select the stock unit Select multiple and hit Quote Open the stock unit and select [+] Fill out Quote information Create

customertraxCreating a quote from inventory

Priority List

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Your ‘Priority List’ will appear on the left hand side of your screen. This will display any activity that is over due or due today Alerts Sales Calls Opportunties Quotes Notes All other entities are included    

customertraxPriority List

Activity Feeds

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Activity Feeds Recent – Any changes to anything you create, you own, or you are assigned to. Upcoming – Activities that are scheduled or due soon Overdue – Activities that are past due Searching – A list of Opportunities that have a status “Searching for” Trade-In – A combination of Account Equipment marked as Trade-In and units available for trade …

customertraxActivity Feeds

Creating an Inventory Search

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Inventory Search To get started with the Inventory tab you can create searches to find the stock units you are looking for. Select the add fields button to select the search criteria filters Enter in the information in the search fields and select search to see the results To view the stock unit details , spec lines, additional costs, attachments, …

customertraxCreating an Inventory Search

Newsletter | November 2017

customertrax Newsletters

  The Adoption Gap When an organization adopts CRM, they usually do so with an outcome in mind. How they’re going to use the software to get that outcome, though, is usually a lot murkier. Over the years, we’ve talked to company after company, and some of the same desired … CONTINUE READING The Importance of Following Up on Leads …

customertraxNewsletter | November 2017

Newsletter | October 2017

customertrax Newsletters

  Product Enhancement, Customer Engagement At CustomerTRAX, we’re always willing to build out features at a client’s request. Our mission has always been to build software that does what our clients need, and we can’t do that without … CONTINUE READING Find Your Flow Everyone has days when work just seems to fly by effortlessly. You feel laser-focused and hyper-productive. …

customertraxNewsletter | October 2017

Inventory Status field (Equip)

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How does handle define the inventory status field (Equip)? Inventory Status is in Handle only and uses a combination of Usage, Stock Status or other fields to calculate a value. These values are recalculated when the sync runs, so you may not see the changes in the grid instantly.

customertraxInventory Status field (Equip)

Admin Tools- Inventory

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Under the inventory section you will see many permissions based on your business system. Mark Inventory as sold Login to Admin Tools Locate the user Filter by first name/last name Use the search field in the top right corner Click on the user to open the file Select the section you want to update by clicking on the tabs on the …

customertraxAdmin Tools- Inventory

Create a Stock Unit

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Handle allows users to create stock units that will write back to Equip. Once added, Equip will auto generate the stock number. This can be configured per user, to see how click here. To create the stock unit open up the inventory entity. If the user has the permission to create a stock unit they will see that option in …

customertraxCreate a Stock Unit