Knowledge

Manage Customer Service

Manage Customer Service

This is 4th screen of our Manage Services Module that is Manage Customer Service. In this screen we can view the all Services regarding Customer with details. We can edit and delete these records from manage customer service page. The access of edit and delete records only for super admin.

We can take follow-ups of customer from here with particular service as the follow up history shown in following image (10.2.1).  Image (10.4.1) shows the screen of Manage Customer Service. We can make payment of remaining amount from same page as shown in following image (10.4.2) and history of payment show in image (10.4.3) with payment details. Also, we provide job cards and give print to that customer. The job card of service show in image (10.4.3). View invoice button in also there. The format of invoice is shown in image (10.4.4).

**** (10.4.1) manage Customer Service Screen ****

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search booked service by entering customer name or customer mobile number or any service name. When u enter any keyword then it will search that keyword and show you the result related to that entered keyword. After entering any keyword, you have to click on search button to search booked Service.

Add Service Inquiry

  1. Add Inquiry (Service)

This is 1st screen of our Manage Services Module that is Add inquiry about service. In this form we add service inquiry with customer personal details like name, mobile number and email ID also we add which services he or she wants to do. We can add multiple services in one time show in following image.

After selecting services, the total is auto calculated. If discount applied on that amount then discounted amount also auto calculated. We also have to add inquiry source, lead grade, response category and who added this service that is staff name. The following image shows form of add inquiry for service.

**** 10.1 Add Inquiry (Service) Screen ****

 

 

 

 

Field Description: -

  1. Enquiry Date: - In this field you have to enter enquiry date.  When you click on this field, the date picker is open and you just select the date. This field is Mandatory.
  1. Lead Category: - In this field you have to check the lead category. If the lead is coming through phone then select phone. If the lead came through the walk-in then choose walk-in. This field is Mandatory.
  2. Customer Name: - In this field you have to enter name of customer. This field accepts only characters no number. This field is Mandatory.
  3. Mobile Number: - In this field you have to enter middle name of customer. This field accepts only characters no white space and number. This field is not mandatory.
  4. Email: - In this field you have to enter Students personal email address. The email address should be in proper format. Example-(yourname@gmail.com). This field is not mandatory.
  5. Service List: -
  1. Select Service: - In this field you have select services as per the customer enquiries. You can add multiple services here by clicking plus sign and also delete added services by clicking delete icon. This field is mandatory.
  2. Price: - When you select service, then that service price is automatically display in this field. This field is mandatory.
  3. Discount in % or cash: - when you select the discount in % then discount will calculated in percentage. If you select discount in cash then it will calculate the discount in cash that is in rupees. This field is not mandatory.
  4. Total Price: - After entering discount, the discounted price is auto calculated and it is total price. It is mandatory.
  5. Staff: - In this field you have to select staff name here. Basically, it is service provider name who is giving that service. It is mandatory.
  1. Service Price: - when you select the services then this field is automatically calculating the all services price with discount and display the amount in this field. This field is mandatory.
  2. Discount in % or cash: - when you select the discount in % then discount will calculated in percentage. If you select discount in cash then it will calculate the discount in cash that is in rupees. This field is not mandatory.
  3. Discounted price: - after entering discount, the discounted price is auto calculated. It is mandatory.
  4. Total Cost: - when you select products then product price, discounted price then total cost will automatically be calculated. This filed is mandatory.

 

  1. Amount: - when you select products then product price, discounted price then total cost will automatically be calculated. This filed is mandatory.
  2. Enquiry Source: - In this field you have to select Enquiry source from which enquiry has come from down list. This field is mandatory.
  3. Remark: - In this field you have to enter remark any query of customer you can add. This field is not mandatory.
  4. New Follow-up Date: - In this field you have to enter new follow-up date.  When you click on this field, the date picker is open and you just select the next follow-up date. This field is Mandatory.
  5. Follow-up Description: - In this field you have to enter follow-up description. You have to add what type of follow-up it is. Is customer interested for next follow-up or not. This field is not mandatory.
  6. Lead Grade: - In this field you have to select the lead grade depends on the follow-up of customer. If customer is most interested for next follow-up then you can select very hot or hot as a lead grade. If customer is least interested for next follow-up then you can select warm as a lead grade. If customer is not interested for next follow-up then you can select neutral or cold as a lead grade.  This field is mandatory.
  7. Response Category: - In this field you have to select response category that is customer response for the next follow-up from the dropdown list. This field is mandatory.
  8. Select Employee: - In this field you have to select that staff who is going to add this enquiry. This field select default login user name. If you want to change this then you can change it. This field is mandatory.
  9. Add Service: - This is Submit button. When you fill all the fields then you can submit the form. If any wrong field submission is done then it gives error on the top of the page. You have to correct that filed errors and then re submit the form.

Manage service Inquiry

  1. Manage Service Inquiry

  2. This is 2nd screen of our Manage Services Module that is Manage Service Inquiry. In this screen we can view the all inquiries regarding services with detail. We can edit and delete these records from manage service inquiry page. The access of edit and delete records only for super admin.

    We can book this particular inquiry from same page. We also can take follow-ups from here with particular inquiry as the follow up history shown in following image (10.2.1).  Image (10.2.3) shows the screen of Manage Service Inquiry.

     

    **** (10.2.1) follow up History of service Inquiry Screen ****

    Update Follow-up: - You can update follow-up from here. The button of update follow-up is top right side of the list.  The following images shows update follow-up screen.

    **** 10.2.2 Inquiry Follow-up Update Details Screen ****

    Field Description: -

  3. Customer Details: - In this section you can see the details of the student.
  4. Lead Category: - In this field you have to check the lead category. If the lead is coming through phone then select phone. If the lead came through the walk-in then choose walk-in. This field is Mandatory.
  5. New Follow-up Date: - In this field you have to enter new follow-up date.  When you click on this field, the date picker is open and you just select the next follow-up date. This field is Mandatory.
  6. Lead Grade: - This is lead grade filter in which we can search leads grade wise. You just have to select lead grade type and click on search button then it will show all leads related to that grade you selected.
  7. Response Category: - In this field you have to select response category that is student response for the next follow-up from the dropdown list. This field is mandatory.
  8. Follow-up Description: - In this field you have to enter follow-up description. You have to add what type of follow-up it is. Is student interested for next follow-up or not. This field is not mandatory.

  9. **** (10.2.3) manage service Inquiry Screen ****

    Field Description: -

  10. Keyword: - This is a filter named keyword filter. You can filter/search service enquiry by entering customer name or customer mobile number or any service name. When u enter any keyword then it will search that keyword and show you the result related to that entered keyword. After entering any keyword, you have to click on search button to search enquiries.
  11. Select Enquiry Type: - This is a filter named Enquiry type filter. You can filter/Search the services by selecting enquiry type. You can select enquiry type from drop down list. After selecting enquiry type you have to click on Search button.
  12. Enquiry created by: - This is a filter named Enquiry created by filter. You can filter/Search the services by selecting Staff name who have created. You can select enquiry created by from drop down list. After selecting staff, you have to click on Search button.
  13. Enquiry assign to: - This is a filter named Enquiry assign to filter. You can filter/Search the services by selecting Staff name who have assigned to inquiry. You can select enquiry assigned to from drop down list. After selecting staff, you have to click on Search button.
  14. Select Enquiry source: - This is a filter named Enquiry source filter. You can filter/Search the services by type of source. Select Enquiry source from drop down list. After selecting a source, you have to click on search button.
  15. Select response Type: - This is a filter named Response type filter. You can filter/Search the services by response type. Select the response type from drop down list. After selecting response type click on Search button.
  16. Select Lead Grade: - This is a filter named lead grade filter. You can filter/search the services by lead grade (hot, very hot). Select the lead grade from drop down list. After selecting lead grade click on search button.
  17. Select Date type: - This is a filter named Date type filter. You can filter/search the services by Date type Enquiry date or follow-up date. Select the date type from drop down list. After the selecting date type, you have to click on Search button.
  18. Select follow-up Type: - This is a filter named follow-up type. You can filter/search the services by follow-up type untouched and completed follow-up. After selecting follow-up type click on search button.

Book Service

Book Service

This is 3rd screen of our Manage Services Module that is Book Service. In this form we book service of customer regarding staff. 1st we select date he or she wants to book and according to staff selection we allocate time slab for that service shows in following image (10.3.1).

On clicking on time slab, it opens the book service form as shown in following image (10.3.2).

In this form we book service and add customer personal details like name, mobile number and email ID also we add which services he or she wants to do. We can add multiple services in one time show in following image.

After selecting services, the total is auto calculated. If discount applied on that amount then discounted amount also auto calculated. If any coupon is applied then this price also auto calculated by the system.

The care call Follow-up date and the treatment call follow-up date are having to enter. According to payable amount entered remaining amount is auto calculated. The following image shows form of add inquiry for service. .

**** (10.3.1) Book Service Screen ****

**** (10.3.2) Book Service Form Screen ****

Field Description: -

  1. SAC Number: - SAC codes (Full form: Services Accounting Code) are codes issued by CBEC to uniformly classify each service under GST. Each service has a unique SAC. These SAC codes can be used in invoices created by you for the services you delivered. It is auto display in the input box. This field is mandatory.
  2. Show GST: - in this field you have to select yes or no option for show GST or not. It is mandatory.
  3. Search by Mobile Number: You have to select mobile number of that person who has book the service. This field is mandatory.
  4. Select Customer: - when you selecting mobile number of that person whose service you booked then it will display the name of that person automatically. This field is mandatory.
  5. Service List: - In this box you have to enter services with details as given bellow.
  1. Select Service Name: - In this field you have to select services which customer wants and it is mandatory.
  2. Price: - after selecting service name price is automatically display in input box. It is mandatory.
  3. Discount (in % or in Rs/-): - you have to enter discount amount here. You have to select the amount is in percentage or in rupees. It is mandatory.
  4. Discounted price: - after entering discount, the discounted price is auto calculated. It is mandatory.
  5. Total price: - after selecting product name total price is automatically display in input box. It is mandatory.
  6. Select Staff: - In this field you have to select staff name here. Basically, you have to select those staff who gave the service to the customer. It is mandatory because the staff incentive is depending on that.
  1. Service Price: - when you select products then service price will automatically calculate the total service price. This filed is mandatory.
  2. Discount (in % or in Rs/-): - you have to enter discount amount here. You have to select the amount is in percentage or in rupees. This discount is on total service price. It is mandatory.
  3. Discounted price: - after entering discount, the discounted price is auto calculated. It is mandatory.
  4. Total Cost: - when you select products then product price, discounted price then total cost will automatically be calculated. This filed is mandatory.
  5. Apply GST: - In this field you have to select yes, no or included GST. If you select included, then it calculates GST on discounted price and display it on CGST and SGST column and this discounted amount is included GST amount. If you select yes then it calculates GST on discounted price and add that amount in discounted price. If you select no then it does not apply GST on discounted Amount.
  6. CGST 9%: - The CGST is automatically calculated on apply GST field. This field is mandatory.
  7. SGST 9%: - The SGST is automatically calculated on apply GST field. This field is mandatory.
  8. Total Cost: - when you select products then product price, discounted price then total cost will automatically be calculated. This filed is mandatory.
  9. Select Category: - In this field you have to select category like package, voucher or loyalty. If customer have package then you have to select package. If the package is available with that customer then system automatically show package details. If customer have voucher code then you have to select voucher option, system shows new column in that you have to select voucher name, and enter voucher code that customer has. System check if it is valid then voucher applied for this customer.
  10. Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.
  11. Care Call Follow-up Date: - In this field you have to enter care call follow-up date.  When you click on this field, the date picker is open and you just select the next follow-up date. This field is Mandatory.
  12. Treatment Call Follow-up Date: - In this field you have to enter treatment call follow-up date.  When you click on this field, the date picker is open and you just select the next follow-up date. This field is Mandatory.
  13. Follow-up Description: - In this field you have to enter follow-up description. You have to add what type of follow-up it is. Is customer interested for next follow-up or not. This field is not mandatory.
  14. Final Amount: - This amount is total payable amount. This field is mandatory.
  15. Payable Amount: - You have to enter here payable amount that customer pay to us. This field is mandatory.
  16. Remaining amount: - This amount is automatically calculated when payable amount is less than total cost. The balance amount goes into remaining amount automatically.

Manage Service Category

Manage Service Category

This is 6th screen of our Manage Services Module that is Manage Service Category. In this page we can view all service categories here. We can edit or delete records from manage service category page. The access of edit and delete record is only for super admin. The following image shows the manage service category screen.

 

****10.6 Manage Service Category Screen ****

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search service category by entering service category name. When u enter any service category name then it will search that name and show you the result related to that entered service category name. After entering any keyword, you have to click on search button to search service category.

Add Service Category

Add Service Category

This is 5th screen of our Manage Services Module that is Add Service Category. In this page we add service categories here. Service categories can have multiple subcategories. We can add multiple subcategories. The following image shows add services category screen.

**** 10.5 Add Service Category Screen ****

 

 

Field Description: -

1. Category Name: - In this field you have to enter service category name here. This field not accepts numbers. This field is mandatory.

2. Sub Category: - In this field you have to enter service sub category name here. You can add multiple subcategories to main category. If you want to show this category on our shop website, then you have to check the checkbox next to each category. This field not accepts numbers. This fields are mandatory.

Manage Service

Manage Service

This is 8th screen of our Manage Services Module that is Manage Service. In this page we can view all services here. We can edit or delete records from manage service page. The access of edit and delete record is only for super admin. The following image shows the manage service screen.

**** 10.8 Manage Service Screen ****

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search service by entering service name, service category name also by using service sub category name. When u enter any service name or category or sub category then it will search that and show you the result related to that entered service name or category. After entering any keyword, you have to click on search button to search services.

Add Service

Add Services

This is 7th screen of our Manage Services Module that is Add Services. In this page we add services here.

In that form we add service-related details like service name, service category, service code, service price, service description and how many times it takes to complete service. The following image shows add service screen.

**** 10.7 Add Service Screen ****

 

Field Description: -

  1. Service Name: - In this field you have to enter service name. This field is mandatory.
  2. Service code: - In this field you have to enter service code. This field is mandatory.
  3. Service Category: - In this field you have to select service category. After selecting category software shows its subcategories automatically. You have to select sub category also. This fields are mandatory.
  4. Service Description: - In this field you have to enter service Description. This field is not mandatory.
  5. Time Required to Finish: - In this field you have to select time required for the service. This field is mandatory.
  6. Service Price: - In this field you have to enter service price. This field accepts only numbers. This field is mandatory.
  7. Visit Frequency (in days): - In this field you have to enter number of days that customer has to visit again for this service. This field is mandatory.0
  8. Notes: - In this field you have to enter notes for this service. This field is not mandatory.

Add Customer Membership

Add Customer Membership

This is 13th screen of our Manage Services Module that is Add Customer Membership. In this page we add Customer Membership details here.

In that form we add Membership to Customer and fill Customer details, Membership details and payment details. The following image shows add customer Membership screen.

**** 10.13 Add Customer Membership Screen ****

Field Description: -

  1. Search by Mobile Number: You have to select mobile number of that person who has book the membership. This field is mandatory.
  2. Select Customer: - when you selecting mobile number of that person whose membership you booked then it will display the name of that person automatically. This field is mandatory.
  3. Select Membership: - In this field you have to select membership that customer wants to purchase. This filed is mandatory.
  4. Membership Details: - When you select membership then member ship details are automatically display in membership details. This field is mandatory.
  5. Start Date: - In this field you have to select start date of membership. This field is mandatory.
  6. End Date: - In this field you have to select end date of membership. This field is mandatory.
  7. Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.
  8. Amount (non-taxable): - In this filed the amount is automatically display in input box when you select membership. This amount is nontaxable and it’s mandatory.

Manage Membership

Manage Membership

This is 12th screen of our Manage Services Module that is Manage Member Sheep. In this page we can view all Member Sheep here. We can edit or delete records from manage Member Sheep page. The access of edit and delete record is only for super admin. The following image shows the manage Member Sheep screen.

**** 10.12 Manage Membership Screen ****

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search membership by entering membership name. When you enter any membership name then it will search that name and show you the result related to that entered membership name. After entering any keyword, you have to click on search button to search membership details.

Add Voucher

Add Voucher

This is 16th screen of our Manage Services Module that is Add Voucher. In this page we add Service Voucher.

In that form we add Voucher related details. If we select amount then we add amount related details and generate voucher. If select we service then we can add multiple services in voucher. When we enter quantity of voucher then it generates the voucher code of that much quantity. The image (10.16.1) shows add Voucher screen.

On same page we can manage those vouchers which are added in system. The list view of all vouchers is bellow to add the voucher form.

We can edit or delete records from manage same page. The access of edit and delete record is only for super admin. The following image shows the manage voucher screen. The image (10.16.2) shows Manage Voucher screen.

****10.16.1 Add Voucher Screen ****

Field Description: -

  1. Select Category: - In this field you have to select category that is amount or service. When you select amount as a category then you have to enter amount details. When you select service as a category then you have to add services. This field is mandatory.
  2. Deal Name: - In this field you have to enter deal name as a voucher name. This filed is mandatory.
  3. Quantity: - In this field you have to enter quantity of voucher. This filed is mandatory.
  4. Voucher Code: - When you enter quantity the voucher code is automatically created and display here. This filed is mandatory.
  5. Start Date: - In this field you have to select start date of package. This field is mandatory.
  6. End Date: - In this field you have to select end date of package. This field is mandatory.
  7. Selling Amount: - Total service price is automatically calculated after added services. This field is mandatory.

This is screen of our Manage Services Module that is Manage voucher. In this page we can view all vouchers here. The following image shows the manage voucher screen.

Add Membership

Add Membership

This is 11th screen of our Manage Services Module that is Add Membership. In this page we add Membership details here.

In that form we add Membership related details like Membership name, Validity, price, Loyalty Points and discount in (%). The following image shows add Membership screen.

****10.11 Add Membership Screen ****

Field Description: -

  1. Membership Name: - In this field you have to enter membership name. This field is mandatory.
  2. Validity (in days): - In this field you have to enter validity of that member ship in number of days. This filed is mandatory.
  3. Price (non-taxable): - In this filed you have to enter membership price which is nontaxable. This filed is mandatory.
  4. Loyalty Point: - In this filed you have to enter loyalty point here against membership. This field is required.
  5. Discount (in %): - In this field you have to enter discount in percentage and this field is not mandatory.

Manage Package

Manage Package

This is 15th screen of our Manage Services Module that is Manage Package. In this page we can view all Packages here. We can edit or delete records from manage Member Sheep page. The access of edit and delete record is only for super admin. The following image shows the manage Package screen.

****10.15 Manage Package Screen ****

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search package by entering membership name. When you enter any package name then it will search that name and show you the result related to that entered package name. After entering any keyword, you have to click on search button to search package details.

Add Package

Add Package

This is 14th screen of our Manage Services Module that is Add Package. In this page we add Service packages.

In that form we add package related details like package name, package code, select Services to add in package, Quantity, start date, End Date, Total Service Price and Selling Amount with tax details. The following image shows add Package screen.

****10.14 Add Package Screen ****

 

Field Description: -

  1. Package Name: - In this field you have to enter package name to create package. This field is mandatory.
  2. Package Code: - In this field you have to enter package code. This filed is mandatory.
  3. Service List: -
  1. Select Service: - In this field you have to select service to add in package. This field is mandatory.
  2. Quantity: - In this field you have to enter quantity of this service. This field is mandatory.
  3. Price: - When you select service name and quantity then price is automatically calculated and display in input box. This filed is mandatory.
  1. Quantity: - In this field you have to enter quantity of package. This filed is mandatory.
  2. Start Date: - In this field you have to select start date of package. This field is mandatory.
  3. End Date: - In this field you have to select end date of package. This field is mandatory.
  4. Total Service price: - Total service price is automatically calculated after added services. This field is mandatory.
  5. Tax: - In this field we can apply different tax on amount. On clicking plus icon, you can add multiple tax. In that you have to enter tax name and tax percentage. This filed is not mandatory.
  6. Selling Amount: - After entering tax the selling amount is calculated and this filed is mandatory.

Manage Customer

Manage Customer: -

This is 2nd screen on manage service module. In this screen you can see customer added by you with his details.

****10.10 Manage Customer Screen ****

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search customer by entering customer name or mobile Number. When u enter any customer name or mobile Number then it will search that name or number and show you the result related to that entered customer name or mobile Number. After entering any keyword, you have to click on search button to search customers.
  2. Add/Edit Membership: - You can add or edit membership for existing customer from add/edit membership column.

Add Customer

Add Customer: -

This is 1st screen on manage service module. In this screen you can add customer details from here like customer name, gender, mobile number, date of birth etc.

Fields that are marked with red stars are mandatory fields in the form. This for when your sale any product to anyone you should select customer 1st.Hence you need to add customer first.

****10.9 Add Customer Screen ****

Field Description: -

  1. Customer ID: - The customer Id is auto generated. This field is Mandatory.

 

  1. Customer Name: - In this field you have to enter customer name. This field does not accept numbers. This field is Mandatory.
  2. Gender: - In this field you have to select gender of customer. This field is not mandatory.
  3. Date of Birth: - In this field you have to select Date of birth of customer. This field is not mandatory.
  4. Anniversary Date: - In this field you have to select anniversary Date of customer. This field is not mandatory.
  5. Mobile1: - In this field you have to enter the customer’s mobile number. This field accepts only numbers not white spaces, characters and special characters. This field is mandatory.
  6. Mobile2: - In this field you have to enter the customer’s alternative mobile number. This field accepts only numbers not white spaces, characters and special characters. This field is not mandatory.
  7. Email: - In this field you have to enter customer’s personal email address. The email address should be in proper format. Example-(yourname@gmail.com). This field is mandatory.
  8. Customer GST number (if available): - In this field you have to enter customer GST number if available. This field is mandatory.
  9. Billing Address: - In this field you have to enter customer’s address here. This field is not mandatory.
  10. Delivery Address: - In this field you have to enter customer’s address here. This field is not mandatory.
  11. DND: - In this field you have to select which type of SMS customer wants to take on DND mode. This field is not mandatory.
  12. Select Membership: - In this field, if customer wants membership then select yes otherwise select no. if you select yes then you have to select which member ship the customer wants. After selecting membership, the membership details are automatically display on below of membership. Also, you have to select start and end date of that membership. In payment mode you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details. This field is mandatory if select yes.
  13. Notes: - In this field you have to enter any note. This field is not mandatory.

Manage Package/ Voucher/Membership

Manage Sale Voucher / Package

This is 18th screen of our Manage Services Module that is manage sale voucher/package. In this sub module you can see the sale voucher and package list with detail. You can make payment form view payment column. Following images shows sale voucher/package screen.

****10.18 Manage Sale Voucher/Package Screen ****

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search sales package or voucher by entering customer name. When you enter any customer name then it will search that name and show you the result related to that entered customer name. After entering any keyword, you have to click on search button to search sales details.

Sale Voucher/Package

Sale Voucher / Package

This is 17th screen of our Manage Services Module that is sale voucher/package. In this sub module you can sale the package or voucher to the customer. Following images shows sale voucher/package screen.

 

**** 10.17 Sale Voucher/Package Screen ****

Field Description: -

  1. Select Category: - In this field you have to select category that is package or voucher. If you want to sale package then you have to select package as a category. If you want to sale voucher then you have to select voucher as a category. This field is mandatory.
  2. Quantity: - In this field you have to enter quantity of voucher or package you want to sale. This filed is mandatory.
  3. Voucher Code: - When you enter quantity the voucher code is automatically created and display here. This filed is mandatory.
  4. Selling Amount: - Total service price is automatically calculated after added services. This field is mandatory.
  5. Tax: - In this field we can apply different tax on amount. On clicking plus icon, you can add multiple tax. In that you have to enter tax name and tax percentage. This filed is not mandatory.
  6. Start Date: - In this field you have to select start date of package. This field is mandatory.
  7. End Date: - In this field you have to select end date of package. This field is mandatory.
  8. Total Amount: - Total price is automatically calculated after added quantity. This field is mandatory.
  9. Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.
  10. Payable Amount: - You have to enter here payable amount that customer pay to us. This field is mandatory.
  11. Remaining amount: - This amount is automatically calculated when payable amount is less than total cost. The balance amount goes into remaining amount automatically.

Import Services

Import Services

This is 19th screen of our Manage Services Module that is Import Services. We need this screen for import the Services directly from the excel sheet into system. When we import Service list into system then it automatically adds into Services and display on manage Service page. The file format is must be .xls format. The Following Image shows the screen of import Services page.

****10.19 Import Services Screen ****

Field Description: -

  1. Import Excel File: - You can upload Excel file with .xls extension from here. By clicking browse button you can browse your file which you want to import. This field is mandatory.

Import Campaign Service

Import Campaign Services

This is 20th screen of our Manage Services Module that is Import campaign Services. In this sub module you can import enquiries that came from campaign. See the following screen of import campaign service.

 

****10.20 Import Campaign Service Screen ****

Field Description: -

  1. Select Campaign Name: - In this field you have to select campaign name. It   is mandatory.
  2. Import Excel File: - You can upload Excel file with .xls extension from here. By clicking browse button you can browse your file which you want to import. This field is mandatory.
  3. Download Format: - In this filed you can download the excel sheet format. You have to upload same format when import campaign services.

 

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