How to match A/R Aging (Client wise) and A/R Outstanding detail report?
What is Account Receivable? Accounts receivable (AR) is the balance of money due to a firm for goods or services…
How to generate Client Request List?
What Is a Client Base? A client base is a company’s primary source of business and revenue. A client base…
How to generate Lead list in fresa gold?
What is a Lead in business? A lead is an individual or organization with an interest in what you are…
How to generate A/R aging (client wise) report?
What is Account Receivable? Accounts receivable (AR) is the balance of money due to a firm for goods or services…
How to generate Salesperson Job Profitability Report?
What is a Job? A Job is a booking Confirmation. Shipment act of handing over cargo to a carrier or…
How to generate Call Follow up report?
What is Call Follow up? When you start a new business or release a new product, your primary focus is…
How to generate salesperson performance report?
Sales Performance: Sales performance is the measurement of sales activity against the goals outlined in your sales plan. The simplest…
Steps to generate the Salespersons Profitability Report based on Department wise?
Here you can learn about, the steps to generate the Salespersons Profitability Report based on Department wise. What is mean…
How to create a Call Sheet..?
Here you can learn about how to create Call Sheet. 1. Login with Fresa Gold, Navigate to Sales, select Call…
How to auto pickup salesperson in shipment from organization master..?
1. Login to Fresa Gold and navigate to Masters–> Organization and select an organization (Fig.1) Fig.1 2. Now select the Employee…