About Lesson
- Customer & Supplier Management:
- Create and update customer and supplier master records in CloudFront.
- Sales Process Setup:
- Create sales quotations, convert them to sales orders, and email reports directly from CloudFront.
- Link purchase orders to sales orders and manage payments on sales orders in Backoffice.
- Purchasing & Payables:
- From creating purchase quotations to converting them into purchase invoices, manage the entire process and email reports from CloudFront and Backoffice.
- Handle advance payments on purchase orders and invoices in Backoffice.
- Finance & Accounting:
- Set up and review Chart of Accounts (COA) defaults, tax processes, payment methods, and terms.
- Manage receipts, payments, and bank reconciliations, along with GST and TDS compliance reporting.
- User & Project Management:
- Set up user logins, assign rights, create projects, and manage tasks for collaboration and reporting.