SuiseCRM

SuiseCRM SaaS Documentation for Admins

1. Overview

2. Settings & Initial Setup

3. Finance

3.1 Invoices (Suise)

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 year 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 (+)"  from the bottom right corner to create an order. To search the order click on the "Search"...

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By Sales SuiseSoft

updated about 1 year 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 year ago

4.3 Customers

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

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By Sales SuiseSoft

updated about 1 year 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 almost 2 years ago

4.5 Products

4.5.1 How to manage Products: 1. Products can be found under "Sales" in the main menu. 2. All the products added to your application will be listed below. 4.5.2 Create Product Category: 1. Product Category (1): click on the  "Create...

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By Sales SuiseSoft

updated over 1 year ago

5. Inventory Management

6. Track

7. Others

8. Purchases

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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 Sales SuiseSoft

updated almost 2 years 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 Sales SuiseSoft

updated almost 2 years 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 Sales SuiseSoft

updated almost 2 years 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 Sales SuiseSoft

updated almost 2 years 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 Sales SuiseSoft

updated almost 2 years 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 Sales SuiseSoft

updated almost 2 years ago