Steps to generate the Salespersons Profitability Report based on Department wise?

Here you can learn about, the steps to generate the Salespersons Profitability Report based on Department wise. What is mean by Sales in Freight Forwarders? Salesperson develops and maintain client relationships by developing effective ways to transport customers’ freight utilizing. This role serves in a sales capacity and communicates with both customer and carrier contacts.…

How to create a Call Sheet..?

Here you can learn about how to create Call Sheet. 1. Login with Fresa Gold, Navigate to Sales, select Call Sheet (Fig.1). Fig.1 2. Click Create to create new Call Sheet (Fig.2). Fig.2 3. Now the Call Sheet is Created (Fig.3). Fig.3 4. If you need to add the additional information, click add button and…

Salesman wise-1

How to generate Salesman wise Outstanding Report ?

Here you can learn about how to generate salesman wise outstanding report. 1.Login with Fresa Gold, Naviagate to Sales—> Report Sales (Fig.1). Fig.1 2.Click A/R Aging (Clientwise) report. (Fig.2). Fig.2 3.Fill the required fields, i.e , Created Branch, COA, Organization, Controlling Branch, Currency and Salesperson  and other required field and click Submit button (Fig.3). Fig.3 4.Here you can…