Portlets

Portlets / Tabs: In Bizgaze application, Each App details can be added after adding the portlet Fig_1.0 and respective widgets under portlet. Click on Edit layout to the top right corner and click on add to add tab, under tab by providing unique and appropriate tab name and index of appearance of the tab. User can add multiple tabs as per the requirement. The custom setting can be done for each individual tab as and when required. Here one can set the view settings of the tab with respect to Roles and selected stages. User can Edit and delete the tab as per the requirement. E.g. Overview, Official, Activates, Contacts […]

Portlets

Portal/Tab: After selecting the customer, click Edit Layout button available at the top of the right-side. User can view the Tabs and Widgets on the screen. To add new tabs, click on ‘Add’ in the tab and enter the tab name. After creating tab click on ‘Add’ button in widgets and add the required widgets to the tab. The widgets are as follow. Customer Credit Health Contact details

Customer Creation

Foreword: A sales lead is a potential sales contact, an individual or organization that expresses an interest in your goods or services. Leads are typically obtained through the referral of an existing customer, or through a direct response for advertising or publicity. A company’s marketing department is typically responsible for lead generation. Customers can be used for as follow Creation of Sales Opportunities Creation of Sales Estimate Creation of Sales Invoices Creation of Receipts Configure the Offers Creation of Credit Note Configure the Rules. Customer Creation Process: Customers can be created in two ways, they are Import & Export. Manual Creation. Import & Export: User wants to enter huge customer data […]

Update Customer:

Update the Customer: Go to home page and click customer icon. A user can view a customer list with their respective stage and select the customer from the list. To edit the customer, follow the below image. Click on the edit, the screen shows the edit form as below. Field Name Description Mandatory Maximum Size Contact Person Enter the contact person name from that organization to make business deals Yes Alphanumeric and Special characters (50) Spoc Contact number Enter the point of contact mobile number and check the number is correct or not by clicking on verify. Yes Numeric (10) Email Address Enter the point of contact email address for […]

Sales Order

Name of API: Sales Order Sales Order is a specific format document that a company uses to bill the customer for their purchase after successful order process. An order is automatically generated using certain mandatory prerequisites. This form includes properties like Customer Name, contact point, Billing, shipping Addresses, Accounts, Payment Terms/Tax Type, Prices selection, Tax selection, Discounts, Expenses. Sales Order: (get method) https://mobil.bizgaze.com/bizgazetransact/api/orders/GetOrdersFromBiz?lobid=1&fromdate=20190101000000&todate=20190204000000&OrderTypeId=1