Tag - ERP Software for Door and Window Manufacturers and Dealers

Articles

Project table format
1.Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder.•    In customer management, go to the details tab•    Click on the Builder checkbox•    Save changes 2. Create new Project •    Go to the Documents tab•    Click on new 3.Create project attributes Attributes Define […]
Adding partner groups
1.Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder.•    In customer management, go to the details tab•    Click on the Builder checkbox•    Save changes 2. Create new Project •    Go to the Documents tab•    Click on new 3.Create project attributes Attributes Define […]
Order Tracking
1.Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder.•    In customer management, go to the details tab•    Click on the Builder checkbox•    Save changes 2. Create new Project •    Go to the Documents tab•    Click on new 3.Create project attributes Attributes Define […]
Confirming Orders
1.Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder.•    In customer management, go to the details tab•    Click on the Builder checkbox•    Save changes 2. Create new Project •    Go to the Documents tab•    Click on new 3.Create project attributes Attributes Define […]
Creating a new Opportunity
1.Set Customer as Builder. In order to activate the project tab in OpenJanela, the customer has to be set as a builder.•    In customer management, go to the details tab•    Click on the Builder checkbox•    Save changes 2. Create new Project •    Go to the Documents tab•    Click on new 3.Create project attributes Attributes Define […]