Absolute ERP Questions & Answers

To transfer leads by using Transfer Call in Absolute ERP CRM, follow the steps given below:

• Open Absolute ERP
• Navigate to the CRM module
• Click on ‘Transfer calls’
• Click on the ‘From Employee’ dropdown
• Select the executive whose leads you wish to transfer
• Choose the leads that you wish to transfer
• Scroll down and click on the ‘Assign to Employee’ dropdown
• Select the executive
• Transfer the leads

To record a payment received from a customer in the sales management system of Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to the Sales Management system
• Click on the ‘invoice’ or ‘sales’ order
• Record the payment under Payments Received.

To create items estimation in Absolute ERP's account management system, follow the steps given below:

• Open Absolute ERP
• Navigate to the Accounts Management module
• Click on the customer/lead
• Create an estimation or quote.

To set up raw materials inventory in an ERP system, follow the steps given below:

• Open Absolute ERP
• Navigate to ‘Settings’
• Click on Production
• Click on ‘Manage Raw Material’ on the sidebar
• Here, you can add new raw materials, import data from Xlsx, Export data and Categories the raw materials.

To assign leads to executives in Absolute ERP's lead management system, follow the steps given below:

• Open Absolute ERP
• Navigate to the CRM module
• Click on ‘Unassign Calls’
• Select the leads which you wish to assign to the specific executives
• Click on the ‘Assign to Employee’ dropdown
• Search for the executive
• Assign the lead

To find not interested leads in the lead management system of Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to the CRM module
• Click on ‘Central Database’
• Here, you can find the leads marked as ‘Uninterested’ by your executives

To create and manage the routing process of finished goods in Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to setting
• Click on Production
• Click on ‘Manage Finished Good’ from the sidebar
• Click on ‘+New Finished Good’
• Create the master credentials of your finished good
• Input the required details
• Hit Save
• Click on ‘+Add Routing’
• Input the required details
• Click on Add
• Click on Save

To upload bulk leads in the CRM management system of Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to the CRM module
• Use the Import option to Import the data
• Note: Ensure data is formatted correctly (CSV).

To add a new call in the lead management system of Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to the ‘lead’ module
• open the detail page
• Utilize the Add Call feature to log calls

The major industries that benefit from Absolute ERP are the following:

• Manufacturing
• Retail
• Small & Medium Businesses