SuiseCRM

SuiseCRM SaaS Documentation for Admins

1. Overview

1.1. Overview

1.1.1 Overview of main panel/landing page 1. After logging into the sales account, you will be granted by the following screen 1 The left hand display is showing all of your sales details as a summary 2 The right hand display is showing al...

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By Sales SuiseSoft

updated 2 months ago

2. Settings & Initial Setup

2.1 Initial Settings

2.1.1 How to manage Company Settings? 1. Company Settings Tab can be found here. Company Name: This is the company name that will be displayed on all the documents created. CRM Name: This will be the name displayed on the top left corner of the...

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By Sales SuiseSoft

updated about 1 month ago

2.2 Payment Settings

2.2.1 How to setup your payment settings?   1. The payments tab can be found under the settings page as shown. 2. You can choose to activate/deactivate your payment mothods you would like to use and/or edit the relevant details by clicking the...

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By Sales SuiseSoft

updated about 1 month ago

3. Finance

3.1 Invoices

3.1.1 How to manage Invoice: 1. Invoices can be found under Finance in the main menu. 2. You can use the icon bar to search, sort, filter and add a new invoice. 3.1.2 Create Invoice: 1. To create a new invoice, click on the "plus" icon.   2. E...

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By Sales SuiseSoft

updated about 1 month ago

3.1.1 Invoice Payments

3.1.1.1 Invoice Payments: 1. All the payments received towards this invoice are listed in the payments tab. 2. To add the new payments click on "+" . 3. Fill in all details and click on save.  4. You can see the payments balance on the details tab.

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By Oliwia

updated about 1 month ago

3.2 Deposits

3.2.1 How to manage a deposit? Deposits can be used to keep track of all the payments received by the business like a deposit made by a customer. Invoice payment is automatically displayed in the deposit area under the category internal. 1....

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By Sales SuiseSoft

updated about 1 month ago

3.3 Expenses

3.3.1 How to manage Expenses? 1. Expenses can be found under Finance in the main menu.   2. Here all the expenses created are listed. You can search by clicking on the "Search" (1) icon. 3. By default, all the columns for the table are displayed....

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By Sales SuiseSoft

updated about 1 month ago

3.4 Accounts

3.4.1 Create Account: Accounts can be found under Finance in the main menu. 2. To add a new account, click on “New Accounts”. 3. For Cash Account:       Set the toggle button as shown to create a cash account. For Bank Account: Set the Toggle...

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By Sales SuiseSoft

updated about 1 month ago

4. Sales

4.1 Orders

4.1.1 Create Order: 1. Orders can be found under Sales in the main menu. 2. All the existing orders are listed here. Click on the Create icon to create an order. To search the order click on the "Search" (1) icon. By default, all the columns...

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By Sales SuiseSoft

updated about 1 month ago

4.2 Proposals

4.2.1 Create a Proposal 1. You can find Proposals under "Sales" , in the main menu. 2. All the existing proposals are listed here.  To search the proposal click on the "Search" (1) icon. By default, all the columns for the table are displayed....

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By Sales SuiseSoft

updated about 1 month ago

4.3 Customers

4.3.1 How to add a new customer? 1. The customers overview can be found in the main menu under "Sales" in the main menu. 2. All existing customers and their transaction details are listed here. You can access other options using the below...

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By Sales SuiseSoft

updated about 1 month ago

4.4 Leads

 4.4.1 Lead Page Options: 1. Lead can be found under Sales in the main menu. 2. All existing leads and their details are listed here.  You can access other options using the below options for the leads’ page.   3.  To search the lead click on the...

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By Sales SuiseSoft

updated about 1 month ago

4.5 Products

4.5.1 How to manage Products: 1. Products can be found under "Sales" in the main menu. 2. Here all the product detail stored in the CRM are displayed. 3. Click on the "Search" (1) icon to find the product. 4. Click on the "Unit of Measure" (2)...

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By Sales SuiseSoft

updated about 1 month ago

5. Inventory Management

5.1 Warehouse

5.1.1 Create Warehouse Location 1. Inventory can be found under "Sales" in the main menu.   2. The "Inventory Warehouse" you can find on the right side. Go for the "Settings" (1) icon.  3. It will take you to the warehouse page. To search...

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By Oliwia

updated about 1 month ago

5.2 Inventory & Stock Transfer

5.2.1 Create Inventory: You can find Inventory  under Sales, in the main menu. All existing inventory and their details are listed here. You can search by clicking on the   "Search" (1) icon. By default, all the columns for the table are...

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By Sales SuiseSoft

updated about 1 month ago

6. Track

6.1 Project

6.1.1 How to manage a project? 1. Projects can be found under Track in the main menu. 2. All the existing projects are listed here. 3. You can "Search" (1) and "Filtern" (3) the projects. To go to the list view click on the "Show list" (2)...

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By Oliwia

updated about 1 month ago

6.2 Tasks

6.2.1 How to manage a task? 1. Tasks can be found under "Track" in the main menu. 2. You can also manage tasks in the projects. Select the project you want to update. Go to the task tab to view all existing tasks. 4. Tasks can be viewed in 2...

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By Oliwia

updated about 1 month ago

6.3 Timesheets

6.3.1 How to create a timesheet? 1. Timesheets can be found under Others in the main menu. 2. All the existing timesheets are listed here. To create a new timesheet, click on the "Create" (1) icon. 3. Enter the details and click on Add. 4. To ...

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By Oliwia

updated about 1 month ago

6.4 Tickets

6.4.1 How to manage Tickets? 1. Tickets can be found under Track in the main menu. 2. Tickets can be viewed in 2 different views. Click on the “Kanban” (1) button to view the tickets in the kanban view. 3. Drag and drop the tickets to change the...

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By Oliwia

updated about 1 month ago

6.5 Task Timer

6.5.1 How to manage the task timer? 1. Task Timer  can be found in the main menu as shown below. 2. To start the new timer click on the "Start New Timer" (1) icon. You can stop the timer by clicking on the "Stop Timer" (2) icon or delete the...

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By Oliwia

updated about 1 month ago

7. Others

7.1 Staff

7.1.1 Create Staff and Department: 1. Staff can be found under "Others"   in the main menu. 2. All the Staff details already stored in the CRM are displayed here. 3. To search the staff click on the icon (1). 4. Click on the "Show List" (2) icon...

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By Oliwia

updated about 1 month ago

7.2 Calendar

7.2.1  How to manage calendar? 1. The calendar can be found as shown in the main menu. 2. All the events are displayed on the calendar as shown. You can see your calender in view month or  list. 3. To create a new event, click on the "Add...

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By Oliwia

updated about 1 month ago

7.3 Reports

7.3.1 How to manage reports? 1. Reports can be found under "Others" in the main menu. 2.  Export Data tab can be used to export data from the app.   3. Select the section from which the data needs to be exported. 4. Select the duration to be...

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By Oliwia

updated about 1 month ago

7.4 To Do List

7.4.1 How to manage To-Do List 1. To-do list can be found in the main menu as shown below. 2. To add the new activity type something and click on the "Add" button. 3. You can mark the new activity as done,  or you can  delete  by clicking on...

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By Oliwia

updated about 1 month ago

8. Purchases

8.1 Vendors

8.1.1  Create Vendor: 1. Vendors can be found under "Purchases" in the main menu. 2. All the existing vendors can be found listed here. 3. To search the customer click on the "Search" (1) icon. 4. By default, all the columns for the table are...

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By Oliwia

updated about 1 month ago

8.2 Purchases

8.2.1 How to manage Purchases? 1. Purchase Orders can be found under "Purchases" in the main menu.   2. Here all the purchases created are listed. To search a purchase, click on the "Search" (1) icon. 3. By default, all the columns for the...

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By Oliwia

updated about 1 month ago

8.2.1 Payments

8.2.1.1 Payments: 1. All the payments made for this purchase are listed on the right side. 2. To create new payments click on the "+" icon. 3. Fill in all details and click on the "Save" button. 4. To see details of the payment click on the ...

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By Oliwia

updated about 1 month ago

9. Client Area

9.1 Client Projects

9.1.1 How to manage client projects? 1. You can Find Projects on the Left side of the page. Once clicked, you can  view  all the project details for the client. 2. Click the project you want to see. 2.1 Tab Summary  displayed all details of...

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By Oliwia

updated about 1 month ago

9.2 Client Invoices

9.2.1 How to manage client invoices? 1. You can find Invoices on the Left  side of the page. 2. Once clicked, you can View all the details of the Invoice for the client. 3. Click on an  Invoice for further details . 4. You can download...

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By Oliwia

updated about 1 month ago

9.3 Client Proposals

9.3.1 How to manage client Proposals? 1. You can find Quotations or Proposals on the Left side of the page:  2. All the existing proposals are listed here. 3. Once clicked, you can see all details of the Proposals here. 4. You can Accept or...

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By Oliwia

updated about 1 month ago

9.4 Client Tickets

9.4.1 How to create/manage client tickets? 1. You can find Tickets on the  Left  side of the page. 2. All tickets are displayed here. To see the tickets in the kanban view click on the "Kanban View" (1) icon. 3. To Create a New Ticket, click on...

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By Oliwia

updated about 1 month ago

9.5 Client Quotations

9.5.1 How to manage client quotations? 1. You can find Quotations on the Left  side of the page: 2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote. 3. Enter the details and click on the...

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By Oliwia

updated about 1 month ago

9.6 Client Appointments

9.6.1 Create a new appointment: 1. You can create a new appointment by clicking on the  "+" icon. 2. Select the staff you want to schedule a meeting with. 3. Choose the data and time, and click on " Confirm".

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By Oliwia

updated about 1 month ago

10. SiuseCRM Super Admin

10.1 Instalation and Overview

10.1.1 Installation : SuiseCRM System Requirements   PHP 5.6 and PHP 7.0, 7.1,7.2,7.3 (7.3 is recommended & 7.4 is not yet supported) MYSQL 5.1+ mod_rewrite Apache MBString Extension GD Extension MYSQLi Extension PDO Extension OpenSSL Extension...

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By Srikanth r

updated about 1 month ago

10.2 Initial Setup & Main Settings

10.2.1 Inital Setup & Main Settings 10.2.1.1 How to manage Company Settings? 1. Company Settings Tab can be found here. Company Name: This is the company name that will be displayed on all the documents created. CRM Name: This will be the name...

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By Srikanth r

updated about 1 month ago

10.3 Packages & Customers

10.3.1 Products/Packages 10.3.1.1 Managing your Products/Packages: 1. Your products can be found under "Packages" in the main menu. 2. You can add a new product/package/plan by clicking the green "plus" icon. 3. You can edit by clicking the...

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By Srikanth r

updated about 1 month ago

10.4 Leads & Tasks

10.4.1 Leads 10.4.1.1 What is "Leades": :1. Your "Leads" option can be found by clicking on "Leads" in the main menu. 2. "Leads" is managing your contacts via a contact/trial form on your main products page. 10.4.1.2 Managing your Leads: 1. To...

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By Srikanth r

updated about 1 month ago

10.5. Custom Pages

10.5.1 Custom Pages 10.5.1.1 What is "Custom Pages" 1. You can create custom web pages that will show in the footer section of your main website. Its is useful for privacy policy, terms of services, contact details etc. 10.5.1.2 Ceating & managing...

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By Srikanth r

updated about 1 month ago

10.6 Custom Layout

10.6.1 Custom Layout 6.1.1 How to personalize the look of SuiseCRM 1. You can set individual colours of your SuiseCRM appearane by clicking on the "gear" icon in the bottom left corner.

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By Srikanth r

updated about 1 month ago