plz help me right i do customize the erpnext for my working company they need only crm …what can i do
1, right now i only did install the app in linux machine
2, administrator have all option
3, create the sales team i add the modules called “crm and todo” … and i add the same module called crm and todo for my sales manager and sales master manager
4, here my question they dont want erp first they need only crm but i love the erpnext application what i want to do ,…they need only crm means if i submitt quotation in crm it will ask item name and all …what can i do??
-Without Installation of ERPNext You can not see CRM.
-So First install ERPNext,
Login to sales Manager,Sales Master Manager.
Hide Others Module from “All Application”.
- And Give Respective Permissions those you want.
For example- Sales Manager want to create Quotation but for that Require “Item”.
so give permission to sales manager where he can Create,Read,Write item.
Refer Following link.
can u please explain me list out “modules link” procedure wants to complete the entire modules to "erpnext "
example 1, crm = lead - oppurtunity - quatation then
2 , stock is linked with crm because what we are given to customer like that
thanks you really i like " erpnext " i am simply mad