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Suppliers can be added in two ways:  1-Login to Suppliers and click on Add New Then we fill in the information and click Add 2-You can click Import from File Then we select the supplier file and click on Import

To add targets for the sales team:Click on the Targets menu to set a monthly, quarterly, semi-annual, annual, or monthly target, We click on Add New   We set the primary target: Like selecting the month you want to set a goal for, selecting ...

Action Results Reports : it contains 14 reports 1-Action Results Report:  It shows the number of customers and the number of action results that were performed on them. We can search through the report as follows: 2-Result Reasons Report : It sho...

To Add a complaint: Select Client Complaints and then click on Add New After clicking on Add New, we select the client   We fill out the complaint, respond to the complaint, and click Update  

To follow the complaint :   We log in to the complaint, click on follow-ups, and record the customer's follow-up and response to the complaint.

To add a hotel: From the home page: We click on Tourism CRM . We can add a new hotel in two ways :1- Click on Add New.    Add a new hotel data: Hotel Name , Stars , Address, Country, City , Postal code. Location . Contact information fo...

To create a return invoice, select Returned Invoices From the returned invoices, a returned invoice is created. by clicking on Create New After selecting Create New The customer's data is selected or entered After that we select the Client Name: 1-...

Save the invoice as a PDF After pressing the save part Click on Download to download the invoice in PDF format

Send invoice by email Enter the email address to which the invoice is to be sent After entering the email address, click on Send to send the invoice by email.

To add a reservation: We click on Reservations and then click on Add New to add a new reservation for a customer When we click on Add New, three booking sections appear (Hotel reservation, Transportation reservation and Internal trips reserva...

انشاء عرض سعر بعد اختيار عرض سعر من قائمة الفواتير واختيار انشاء جديد بيتم ادخال بيانات العميل عميل دائم بيتم اختيار العميل من قاعدة البيانات الموجودة على السيستم او جديد بيتم تسجيل البيانات كامله الاسم الايميل التليفون العنوان بيتم اختيار الخصم من...

To Add a new real estate project: Click on Projects and then Add New. Enter real estate project data:   Project name - Owner's name -Code - Total area - Number of units - Area of the unit in the project Name of the company responsible for se...

To insert a new real estate unit Click on Items and then Add New Add unit data:    

Access to the app's settings to adjust invoice settings We click on Invoice, fill in the main data, upload the logo and enter the notes and terms , conditions in Arabic and English ,Signature and the Print Header. We Enter the second part: Information th...

To enter a call/visit for a real estate unit: When making a call or visit to the customer - Choose the type of property (project or units) - Choose the name of the project

When logging into Receivables:There a Dashboard that shows : 1-sales     2-Bounce    3-Collection   4-Due   5-Over Due When you click on Due, you will be redirected to the Client Due report. There is an advanced search where we can filter by team or br...

to create a project:     We click on Projects Then add new Then we fill in the data (name and type of project. Individuals or companies. Project status and region.  Then we click on save and close

To add rooms to the hotel: We click on the hotel rooms as in the example below. We can add rooms in two ways:   1-by clicking on Add New:  We will see the information of the rooms to be added, fill in the data and click Save. We will be a...

If we have more than one project in a file and we want to import them all at once.   We click on Import from File. Then click on Import file from your device. and click Import

معاينة عرض السعر بعد الضغط على جزء المعاينة بيظهر معاينة عرض السعر

حفظ بصيغة pdf بعد الضغط على حزء الحفظ بيتم الضغظ على تحميل علشان يتم تحميل عرض السعر بصيغة ال pdf

ارسال العرض عبر الايميل بعد الضغط على جزء الارسال بالايميل بيتم ادخال الايميل اللى هيتم ارسال عرض السعر اليه الضغط على ارسال علشان يتم ارسال عرض السعر الى الايميل اللى تم ادخاله والمراد ارسال عرض السعر اليه  

Detailed item sales and returns statistics Report We can view the report in bulk The items report shows item details, we can show a detailed view or a non-detailed view: Quantity, price, amount, document type (sales or return), i...

Sales and returns item Report Shows Name of the items , sales quantity , sales, return quantity and return amount We can use the advanced search to access member-specific results or creation date. or a specific branch

first of all: We click on Advanced Search as a quick search for a specific report We choose the type of access to the records and then choose to search through my records to show us all the clients that were created through me, or we choose a specific memb...

Item Net Sale Report shows: The items for which sales or returns were invoiced and the net amount after calculating the amount of sales and returns. As shown in the picture It shows us the item name, sales, returns, and net amount We can get more accu...

Client balances Report:  First: As in the image shown, we click on Advanced Search as a quick search for a specific report, We choose the type of access to the records and then choose to search through my records to show us all the customers that were cr...

Gross Profit Report shows us : First: We click on Advanced Search as a quick search on a specific invoice     We choose the type of access to the records and then choose to search through my records to show us all the customers that were created through ...

To create a service contract : We will enter from the main menu or through the menu on the side to the after-sales service. We click on Service Contracts, then click on Add New We fill in the service contract details: customer name, type...

We can search in Service Contracts with: Company name, Contract ID, Phone number, Coverage state. Device serial and the status: (active, disabled or all).

To Create a Service Orders: After access to After Sale Services. We access service orders, Then click on Add New. After clicking on Add New, we will select the Repair Service order. Then fill out the service order form and click Save A...

We can See the Scheduled Action by: Access the service orders, then we click on scheduled actions. To access to the delayed actions: We access to the service orders, then we click on delayed actions. To make a change to a delayed acti...

inquiries & follow-ups After entering the after-sales service, we will access the resources so that we can add sales inquiries. Click on Add New. After clicking on Add New, we will write the name of the inquiry and click Save. We can delete a...

 After-sales service reports Access Reports, then Device Log Report. The report will show: the number, date of creation, name of the device, and contract number. To access the repair order, click on the pen icon. The request will be opened as...

From the after sales reports: We access to the Client History Report. We can search by: customer name, phone number, device code, or date.

From the after sales reports: We access to the Tech History Report We can search by: date, item, type of warranty, or repair location.

From the after sales reports: We access to the Repair Distance Report: We can search by date and Repair agent to find out whether the technician actually went to the repair location or not. 

From the after sales reports: We access to the  Spare Items Report : We can filter in the Report by: Date, Client Name, Contract ID, Item.

From the after sales reports: We access to the Contracts Items Report. We can filter in report by: Date, Client Name, Contract ID, Item.

Client reports :containing 23 reports. 1-Client Status Report : This report shows client status percentages based on the data entered in the client data, whether the client is active, canceled, blacklisted, inactive, semi-active, or unclassified. It also s...

Member reports: contain 25 reports 1-Members daily sales Report: This report shows a graph of member sales during a specific month. We can search in the report by: 2-Members Monthly Action Report: This report shows a graph that shows the number of action...

Item reports: contain 5 reports 1-High sellable items Report: This report shows the top-selling items during a specific time period with the option to display the quantity or sales in decreasing or increasing sequence. We can search in the report ...

Access Settings select App Settings and select Human Resources. Choose Human Resourcesenter all the info, and upload the location so every employee can clock in and out. Add the time allowed after the shift end time so that the employee can ...

To Add Departments: We will enter through the main menu  to human resources. Access Resources and select Departments Register the company's departments by clicking on Add new, Department name registration, active activation, choose the week vaca...

To create an Attendance Shifts: We access to Resources, Then click on Shifts, Then Add New. We record the name of the Shift and the beginning of it, Record the end of the shift,the type and click on save. Edit the shift by clicking on the la...

When entering Sales Pipelines, we select Scheduled Actions: To see the scheduled actions, the actions in which the outcome of the call was selected show us a follow-up schedule or callback and the date of the follow-up. For the sales team to be aware of the ...

To access delayed actions: Select Sales Pipelines and then click on Delayed Actions to see the delayed actions that have not been followed up on in Scheduled Actions. To be converted to delayed actions

Team Messages are accessed by accessing Sales  Pipelines and then clicking on Sales Pipelines. The team leader can write a comment to the member to guide them or ask them about anything related to the call or visit. By clicking on Comments to write a c...

To access the app settings, click on Settings and then select App Settings. The app settings appear like this. In the common settings, the name of the app and the app logo appear CRM shows the number of days without sales for customers,Enable acti...

Application Programming Interface is a way to communicate to and from Spider Cloud Systems programs by providing :Public Key    ,    Private Key The technical support team will provide it to you after subscribing to the required services.