Company Settings
Update Currency
To update a currency, perform the following steps: 1. Click Settings in the main menu. 2. Choose Currencies from the left panel. 3. Click the List Currencies button on the right panel. 4. The list displays all the currencies created. Click the Edit ...
Update Sales Area
To update a sales area, apply the following steps: 1. Choose the Branch from the dropdown. 2. Click Settings from the main menu. 3. Choose the Sales Areas link from the left panel. 4. Choose the Show All link from the available links. This will ...
Add Sales Area
A company can have separate sales areas for every branch. To add a sales area to a particular branch, perform the following steps: 1. Choose the Branch from the drop-down. 2. Click Settings in the main menu. 3. Choose the Sales Area link from the ...
Update Sales Executive
To update a sales executive, apply the following steps: 1. Choose the Branch from the drop-down. 2. Click Settings from the main menu. 3. Choose the Sales Executive link from the left panel. 4. Choose the Show All link from the available links. ...
Add Sales Executive
A company can have separate sales executives for every branch. To add a sales executive to a particular branch, perform the following steps: 1. Choose the Branch from the drop-down. 2. Click Settings in the main menu. 3. Choose the Sales ...
Add Branch
A company can add any number of branches for them in the ServiceFolder application. Every branch can have its own Jobs and work order management, Users and technicians, Invoice numbering schemes, Inventory, Opening stock quantity and balance, Tax ...
Add New Currency
To add a new currency : 1. Click Settings in the main menu. 2. Choose Currencies from the left panel. 3. Click the Add Currency button on the right panel. 4. Add the currency details. 5. Click the Save button to save the currency details. Learn: ...