Shadobooks ERP

How to Create a Project ?

Click the new project button in the project module. Fill out the project form with the necessary information and save it. The project home page displays the newly created project. The status of the project can be viewed on the project main page. The project can be assigned to sales, purchases, task generation, and so on.

Project Summary & Overview

A project summary provides a brief, comprehensive overview of the complete project and its important details. It often includes a project's status, total rate, deadline, and analysis. A project overview is a project outline that describes key elements about the project. A project overview contains general information such as the project name, customer information, and sponsors. Projects can receive notifications from Web hooks, which are automated messages triggered by specific events or updates.

Our modules on Purchase

Vendor-items in purchase refers to the items that a vendor has available to be purchased. This includes products, services, and other items that a vendor offers.

Vendors

Purchase request that enables users to initiate a request for a product or service. It allows users to specify the desired quantity and unit price, and to provide additional details, such as delivery requirements and payment terms.

Purchase Request

A purchase quotation is a document sent by a seller to a prospective buyer that includes the price and other details of a product or service. It is typically used when a buyer intends to purchase a large quantity of goods or when the buyer needs a customized product or service that requires special pricing.

Quotations

A purchase order is a document sent from a buyer to a supplier, indicating types, quantities, and agreed prices for products or services the supplier will provide to the buyer.

Purchase Order

The process of returning merchandise purchased for a variety of reasons is known as order returns. This could be because of damaged or defective items, incorrect items, incorrect sizes, or simply because the customer is dissatisfied with the purchase.

Order Returns

Contracts in purchase are legally binding agreements that outline the terms and conditions of a purchase transaction between two or more parties. Contracts can also outline warranties and other requirements for the transaction.

Purchase Contract

A debit note is a document sent by a seller to a buyer notifying them of a debit in the buyer's account. This debit could be due to a variety of reasons, such as an invoice dispute, a return of goods, or a price adjustment.

Debit Notes

An invoice in purchase is a document issued by a seller to a buyer that serves as proof of purchase. It usually contains the seller's and buyer's contact information, the items purchased, the quantity of items purchased, the unit price of each item.

Purchase Invoices

Milestones

➟ In a project management system, a milestone is a reference point that is used to monitor the project management process.

➟ Another important aspect of project milestones is task association and project planning, which will aid in project success.

➟ The start and finish dates of a milestone are determined by the task's start and end dates.

Reports

➟ Shadobooks CRM project report is available in the balance sheet. It is a financial report that summarizes a company's assets, liabilities, and shareholders' equity for a specific time period.

➟ A balance sheet shows what the business owes and possesses during a specific time period. This is necessary since the balance sheet report represents the organization's financial situation.

Tasks

➟ Some common synonyms of task are assignment, chore, duty, job, and stint.

➟ While all these words mean "a piece of work to be done," task implies work imposed by a person in authority or an employer or by circumstance.

Payment Voucher

➟ In accounting, a payment voucher records all company transactions involving payments.

➟ This voucher type includes any payment made by the company via cash, check, internet payment, or any other method.

Receipt Voucher

➟ A receipt voucher is a handwritten receipt for goods or services sold.

➟ A standard receipt voucher includes the date, time, amount, and type of product or service sold, as well as the signature of the person selling the product or service.

Journal Entry

➟ A journal entry is the act of recording or keeping track of any economic or non-economic transaction.

➟ Every financial transaction affects at least two accounts; one is debited, while the other is credited. This signifies that a journal entry has the same amount of debit and credit.

Timesheets

➟ Project timesheets in Shadobooks CRM are all initiated timers for specific project tasks.

➟ The Time Sheets module allows users to track the amount of time they spent working on a given project, customer, or contract, as well as a description of the activity.

➟ All timers that are running or stopped can be seen and sorted, and all timesheets are associated with a staff member and a task.

Notes

➟ Notes are a wonderful approach to summarize your observations and outcomes from customer. The project representative will always be able to track how a project is progressing.

➟ Shadobooks CRM allows you to make notes on leads, contacts, accounts, and deals, as well as sales activities including tasks, meetings, and calls.

Activity

➟ Project activity is a tool that allows you to track the progress of your project.

➟ It is possible to prevent project activity from being visible to customers. To do this, you can simply click the OFF button on the right side of the activity.

➟ The project activity operates smartly and automatically turns on/off the visible to the customer. This logic is also applied to tasks, files, and timesheets.

Files

➟ Project files are a separate area for each project where files/documents relating to the project can be uploaded.

➟ When you launch a project from the top tabs, you will see a Files tab. Click on the files tab to easily drag and drop the file you need to upload for the project. The module responsible for storing uploaded files is the file manager.

Discussions

➟ Projects discussion in CRM allows you to initiate multiple conversations with your customer or project member about a given project.

➟ To start a new project discussion, open the project, navigate to the discussions tab, and then click the create discussion button. This email will be sent to all client contacts who have project approval.

Gantt

➟ A Gantt chart is a project management tool that depicts work performed over time in relation to the time allocated to the activity.

➟ A Gantt chart can include the task start and finish dates, milestones, task dependencies, assignees, and more.

Tickets

➟ Shadobooks CRM enables you to communicate with clients in order to meet their needs via ticket, live chat, or email.

➟ Your team can also manage all project support tickets to effectively handle any issues that emerge.

➟ Customers who contact assistance via email receive automatic notifications, informing them of the progress of their ticket.

Contracts

➟ Contracts in purchase are legally binding agreements that outline the terms and conditions of a purchase transaction between two or more parties.

➟ These agreements typically include the price, quantity, delivery dates, payment terms, and other details about the purchase. Contracts can also outline warranties and other requirements for the transaction.