From a8e0382dca7d3b4d976c7a0cfa3771073e897523 Mon Sep 17 00:00:00 2001 From: SadhulaSaiKumar Date: Wed, 30 Aug 2023 04:43:59 +0000 Subject: [PATCH] Update 'chatbot/domain.yml' --- chatbot/domain.yml | 6673 +++++++++++++++++++++++++++++++++++++++++++- 1 file changed, 6523 insertions(+), 150 deletions(-) diff --git a/chatbot/domain.yml b/chatbot/domain.yml index d83f5c2..bb01ab4 100644 --- a/chatbot/domain.yml +++ b/chatbot/domain.yml @@ -1,150 +1,6523 @@ -intents: - - greet - - goodbye - - affirm - - deny - - mood_great - - mood_unhappy - - bot_challenge - - question1 - - question3 - - question4 - - question5 - - question6 - - docs - - video - - connect_support - - noconnect_support - - -entities: - - content_type - -slots: - content_type: - type: text - mappings: - - type: from_entity - entity: content_type - - -responses: - utter_cheer_up: - - image: https://i.imgur.com/nGF1K8f.jpg - text: 'Here is something to cheer you up:' - utter_did_that_help: - - text: Did that help you? - utter_goodbye: - - text: Bye - utter_greet: - - text: Hey! How are you? - utter_happy: - - text: Great, carry on! - utter_iamabot: - - text: I am a bot, powered by Rasa. - utter_question1_1: - - text: We have explained the process of changing the old to the new manager for - customers in DMS, Follow the below procedures. 1) Open DMS--->Go to the change - manager module--->Click on the create option--->Fill in the details--->Save--->Confirm. - 2) customer module--then select customer--edit the sale manager's name to - the required employee and save to reflect in his login - utter_question1_2: - - text: To change the manager for customers in DMS, first, open the DMS system, - then navigate to the "change manager" module, click on the "create" option, - fill in the necessary details, save the changes, and confirm the update. Next, - go to the "customer" module, select the relevant customer, edit the sales - manager's name to the desired employee, and save the changes to reflect the - update in their login - utter_question1_3: - - text: The process of changing the manager for customers in DMS involves several - steps. First, access the DMS system and open the "change manager" module. - From there, click on the "create" option, provide the required details, and - save the changes. Once the update is confirmed, navigate to the "customer" - module, select the appropriate customer, modify the sales manager's name to - the preferred employee, and save the changes to ensure that it reflects in - their login. - - utter_question3_1: - - text: Customers module----> enter the customer name----> Open details----> click - on sales manager---->edit---->save. - utter_question3_2: - - text: If you want to change the sales manager for a particular customer in DMS, - go to the Customers module and enter the name of the customer. Then, open - the customer's details, find the "Sales Manager" section, click on it, choose - the "Edit" option to modify the sales manager's name, enter the new name, - and save the changes. - utter_question3_3: - - text: nan - utter_question4_1: - - text: Please find the below process to change the Customer Segment tag Customer - module--->Select Particular Customer----->click on details------>check on - + to change the LOB tags. - utter_question4_2: - - text: If you need to change the Customer Segment tag for a particular customer - in DMS, start by accessing the Customer module, selecting the relevant customer, - and clicking on their details. Once you are in the customer's details, locate - the "+" symbol to modify the LOB tags and update the Customer Segment tag. - utter_question4_3: - - text: To modify the Customer Segment tag for a specific customer in DMS, go - to the Customer module, find the customer whose tag you want to change, and - open their details. Then, click on the "+" symbol to add or remove LOB tags, - and make the necessary changes to the Customer Segment tag. - utter_question5_1: - - text: We have explained the process of checking the EB-invoice report through - remote session & follow the below procedure. Open DMS-----> click on reports----->open - EB- invoice report---->check. - utter_question5_2: - - text: To verify the EB-invoice report through a remote session, follow these - steps first, access the DMS platform, then navigate to the "reports" section - and click on the "EB-invoice report." Finally, carefully review the report - to ensure all necessary information is present and accurate. - utter_question5_3: - - text: The process of remotely checking the EB-invoice report can be accomplished - in a few simple steps. Begin by logging into the DMS platform and selecting - the "reports" option. From there, click on the "EB-invoice report" and review - the contents to confirm its accuracy. - utter_question6_1: - - text: Please find the below process to add branchto employee Employee module------>Search - the employee name ---->Open employee----->click on official Widget------>click - on branches +check on------->click on plus symbol----->select the branch from - the dropdown ------->save. - utter_question6_2: - - text: To assign a branch to an employee, follow these steps first, access the - Employee module and search for the employee's name. Next, open the employee's - profile and click on the Official Widget. From there, click on the "branches" - option and check the box to enable it. Then, click on the plus symbol and - select the appropriate branch from the dropdown menu. Finally, click on "save" - to confirm the changes. - utter_question6_3: - - text: Adding a branch to an employee is a simple process that involves accessing - the Employee module and searching for the employee in question. Once you've - found their profile, open it and click on the Official Widget, followed by - the "branches" option. Check the box to enable branches, then click the plus - symbol and select the appropriate branch from the dropdown list. Be sure to - save your changes before exiting the page. - - utter_blogs: - - text: "great carry on" - - utter_video: - - text: "do you want me to connect you to support team" - - - utter_connect_support: - - text: "Im conneting you to support team" - - utter_noconnect_support: - - text: "great carry on" - -actions: - - action_service - - action_suport_service - # - action_save_conersation - # - action_clear_conversation - - - -session_config: - carry_over_slots_to_new_session: true - session_expiration_time: 60 -version: '3.1' +intents: + - satisfied + - notsatisfied + - connect_support + - noconnect_support + - greet + - goodbye + - affirm + - deny + - mood_great + - mood_unhappy + - bot_challenge + - Support Question 1 + - Support Question -2 + - Support Question -3 + - Support Question -4 + - Support Question -5 + - Support Question -6 + - Support Question-7 + - Support Question -8 + - Support Question-9 + - Support Question-10 + - Support ticket-11 + - Support ticket-13 + - Support ticket-14 + - Support ticket-15 + - Support ticket-16 + - Support ticket-17 + - Support ticket-18 + - Support ticket-19 + - Support ticket-20 + - Support ticket-21 + - Support ticket-22 + - Support ticket-23 + - Support ticket-24 + - Support ticket-25 + - Support ticket-26 + - Support ticket-27 + - Support ticket-28 + - Support ticket-29 + - Support ticket-30 + - Support ticket-31 + - Support ticket-32 + - Support ticket-33 + - Support ticket-34 + - Support ticket-35 + - Support ticket-36 + - Support ticket-37 + - Support ticket-38 + - Support ticket-39 + - Support ticket-41 + - Support ticket-42 + - Support ticket-43 + - Support ticket-44 + - Support ticket-45 + - Support ticket-46 + - Support ticket-47 + - Support ticket-48 + - Support ticket-49 + - Support ticket-50 + - Support ticket-51 + - Support ticket-52 + - Support ticket-53 + - Support ticket-54 + - Support ticket-55 + - Support ticket-56 + - Support ticket-57 + - Support ticket-58 + - Support ticket-59 + - Support ticket-60 + - Support ticket-61 + - 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Support ticket-596 + - Support ticket-597 + - Support ticket-598 + - Support ticket-599 + - Support ticket-600 + - Support ticket-601 + - Support ticket-602 + - Support ticket-603 + - Support ticket-604 + - Support ticket-605 + - Support ticket-606 + - Support ticket-607 + - Support ticket-608 + - Support ticket-609 + - Support ticket-610 + - Support ticket-611 + - Support ticket-612 + - Support ticket-613 + - Support ticket-614 + - Support ticket-615 + - Support ticket-616 + - Support ticket-617 + - Support ticket-618 + - Support ticket-619 + - Support ticket-620 + - Support ticket-621 + - Support ticket-622 + - Support ticket-623 + - Support ticket-624 + - Support ticket-625 + - Support ticket-626 + - Support ticket-627 + - Support ticket-628 + - Support ticket-629 + - Support ticket-630 + - Support ticket-631 + - Support ticket-632 + - Support ticket-633 + - Support ticket-634 + - Support ticket-635 + - Support ticket-636 + - Support ticket-637 + - Support ticket-638 + - Support ticket-639 + - Support ticket-640 + - Support ticket-641 + - Support ticket-642 + - Support ticket-643 + - Support ticket-644 + - Support ticket-645 + - Support ticket-646 + - Support ticket-647 + - Support ticket-648 + +actions: + - action_service + - action_support_service + + +slots: + content_type: + mappings: + - entity: content_type + type: from_entity + type: text + +responses: + utter_cheer_up: + - image: https://i.imgur.com/nGF1K8f.jpg + text: 'Here is something to cheer you up:' + utter_did_that_help: + - text: Did that help you? + utter_goodbye: + - text: Bye + utter_connect_support: + - text: 'connecting support team' + utter_greet: + - text: Hey! How are you? + utter_happy: + - text: Great, carry on! + utter_iamabot: + - text: I am a bot, powered by Rasa. + utter_Support Question 1_1: + - text: 1 Open DMS--->Go to the change manager module--->Click on the create + option--->Fill in the details--->Save--->Confirm + utter_Support Question 1_2: + - text: 2 customer module--then select customer--edit the sale manager s name + to the required employee and save to reflect in his login + utter_Support Question 1_3: + - text: nan + utter_Support Question -2_1: + - text: nan + utter_Support Question -2_2: + - text: nan + utter_Support Question -2_3: + - text: nan + utter_Support Question -3_1: + - text: 1 Open DMS--->Go to the item Reconcilation module--->Click on create + --->enter the items which you want to modify--->Enter the physically available + quantity--->enter the daamged quantity if any--->Click on save--->Click on + Reconcile stage + utter_Support Question -3_2: + - text: nan + utter_Support Question -3_3: + - text: nan + utter_Support Question -4_1: + - text: 1 Open DMS--->Open the customer module----> select the particular customer--->click + on details widget--->clcik on sales manager widget--->if want edit means click + on 3 dots---click on edit--->add the name--->click on save if want to add + another DSR then click on button--->add the name--->click on save + utter_Support Question -4_2: + - text: nan + utter_Support Question -4_3: + - text: nan + utter_Support Question -5_1: + - text: 1 Open DMS--->open the employee module---->Open particular employee--->click + on Official widget--->at branch sub widget click on button--->add the branch--->click + on save + utter_Support Question -5_2: + - text: nan + utter_Support Question -5_3: + - text: nan + utter_Support Question -6_1: + - text: 1 Open DMS--->Click on Mobil Dashboards--->click on customer locations---> + there will be one symbol--->click on that symbol--->The data will be opened--->clcik + on 3dots--->dowload the report--->The data will be opened in Excel + utter_Support Question -6_2: + - text: nan + utter_Support Question -6_3: + - text: nan + utter_Support Question-7_1: + - text: 1 Open DMS--->Click on branch--->Click on Switch to--->clcik on Mobil + primary--->clcik on Dashboards--->click on apps--->click on no group--->clcik + on Ar onboarding---->clcik on create--->Selct the items--->clcik on save Note The + Ar onboarding items can not be eidted once it is saved + utter_Support Question-7_2: + - text: nan + utter_Support Question-7_3: + - text: nan + utter_Support Question -8_1: + - text: 1 Open DMS login--->enter the login id mobile number--->click on forgot + password---->Enter the registerd mobile number--->click on send--->enter the + OTP--->change the password--->click on save + utter_Support Question -8_2: + - text: Open DMS--->open Employee module---->Open particular employee--->click + on access contorl--->click on change password--->enter the new password--->re + enter the new password--->click on save + utter_Support Question -8_3: + - text: nan + utter_Support Question-9_1: + - text: 1 Open DMS---->click on reports---->Search with sales purchase pending + orders--->click on 3 dots--->click on download--->One notication will be sent + at noitifiaction Icon click on that--->The report will be opened in The Excel + sheet + utter_Support Question-9_2: + - text: nan + utter_Support Question-9_3: + - text: nan + utter_Support Question-10_1: + - text: We have explained the process of checking the EB-invoice report through + remote session follow the below procedure Open DMS-----> click on reports----->open + EB- invoice report---->check + utter_Support Question-10_2: + - text: nan + utter_Support Question-10_3: + - text: nan + utter_Support ticket-11_1: + - text: 1 Open DMS--->Open DC module--->Click on 3 dots--->Click on internal + transfer--->click on create---->Select ship from and ship to bill from and + bill to enter the reference number--->add the items--->clcik on save--->Click + on confirm + utter_Support ticket-11_2: + - text: nan + utter_Support ticket-11_3: + - text: nan + utter_Support ticket-13_1: + - text: We have explained the process of changing the old to the new manager for + customers in DMS Follow the below procedures 1 Open DMS--->Go to the change + manager module--->Click on the create option--->Fill in the details--->Save--->Confirm 2 customer + module--then select customer--edit the sale manager s name to the required + employee and save to reflect in his login + utter_Support ticket-13_2: + - text: nan + utter_Support ticket-13_3: + - text: nan + utter_Support ticket-14_1: + - text: We have explained the process of applying the customer filter in the Mobil + dashboards of sale in sale out widget follow the below procedure Open + DMS-----> select Mobil dashboards---->sales-----> click on filter-----> enter + the customer name----> select the Mobil----> apply + utter_Support ticket-14_2: + - text: nan + utter_Support ticket-14_3: + - text: nan + utter_Support ticket-15_1: + - text: Customers module----> enter the customer name----> Open details----> click + on sales manager---->edit---->save + utter_Support ticket-15_2: + - text: nan + utter_Support ticket-15_3: + - text: nan + utter_Support ticket-16_1: + - text: Please find the below process to change the Customer Segment tag Customer + module--->Select Particular Customer----->click on details------>check on to + change the LOB tags + utter_Support ticket-16_2: + - text: nan + utter_Support ticket-16_3: + - text: nan + utter_Support ticket-17_1: + - text: We have explained the process of checking the EB-invoice report through + remote session follow the below procedure Open DMS-----> click on reports----->open + EB- invoice report---->check + utter_Support ticket-17_2: + - text: nan + utter_Support ticket-17_3: + - text: nan + utter_Support ticket-18_1: + - text: Please find the below process to add branch to employee Employee module------>Search + the employee name ---->Open employee----->click on official Widget------>click + on branches check on------->click on plus symbol----->select the branch from + the dropdown ------->save + utter_Support ticket-18_2: + - text: nan + utter_Support ticket-18_3: + - text: nan + utter_Support ticket-19_1: + - text: We have explained the process of creating GRN and Invoice for partial active + stage purchase order through the remote session follow the below mentioned + procedure Open DMS-----> open purchase order----->click on create GRN option-----> + select the items which you have received mention 0 quantity for the items + which you have not received ----save GRN----->click on create invoice----then + check the total amount save + utter_Support ticket-19_2: + - text: nan + utter_Support ticket-19_3: + - text: nan + utter_Support ticket-20_1: + - text: Please find the below process of how to take print in sales invoices sales + invoices module ---> select particular invoice--->click on print button--->click + on print + utter_Support ticket-20_2: + - text: nan + utter_Support ticket-20_3: + - text: nan + utter_Support ticket-21_1: + - text: We have explained the process of checking wallet amount and creating receipts + in DMS request you to check the same Open DMS--->Go to receipts module--->Click + on the create button--->Enter customer name--->Scroll down the page--->check + wallet amount + utter_Support ticket-21_2: + - text: nan + utter_Support ticket-21_3: + - text: nan + utter_Support ticket-22_1: + - text: As discussed we have explained how to change the sales person name for + the customers by using the change Manager Module change module----->click + on create-----> select LOB---->select old manager----->select new manager------>save------->click + on confirm + utter_Support ticket-22_2: + - text: nan + utter_Support ticket-22_3: + - text: nan + utter_Support ticket-23_1: + - text: We have explained the process of creating stock transfer in DMS through + a remote session please follow the below procedure Open DC module--->click + on 3 dots--->Internal transfer--->enter the address--->add the items--->click + on confirm + utter_Support ticket-23_2: + - text: nan + utter_Support ticket-23_3: + - text: nan + utter_Support ticket-24_1: + - text: We have explained how to check the Non GEO tagging customer report Mobil + dashboards---->click on customer locations------>GEO Tagging customers link----->click + on 3dots------>click on download + utter_Support ticket-24_2: + - text: nan + utter_Support ticket-24_3: + - text: nan + utter_Support ticket-25_1: + - text: We have explained the process of GEO tagging the customer customer module---->select + customer---->click on contacts----->click on address---->click on 3 dots------>click + on GEO tagging------>save + utter_Support ticket-25_2: + - text: nan + utter_Support ticket-25_3: + - text: nan + utter_Support ticket-26_1: + - text: We have explained how to check stock movement log report click on reports----->search + stock movement log------>click on filters----->select on date------>select + item name------->apply + utter_Support ticket-26_2: + - text: nan + utter_Support ticket-26_3: + - text: nan + utter_Support ticket-27_1: + - text: We have explained the process how to reset the DMS password in DMS Login + Page --> Forgot Password --> Enter Mail Contact number --> OTP --> update + the pasword --> Confirm + utter_Support ticket-27_2: + - text: nan + utter_Support ticket-27_3: + - text: nan + utter_Support ticket-28_1: + - text: We have explained the process of how to create new password in user login Request + you to check the same Open DMS --->Go to the employee module--->Click + on the employee name--->Go to to the access control widget--->Change the password--->save + utter_Support ticket-28_2: + - text: nan + utter_Support ticket-28_3: + - text: nan + utter_Support ticket-29_1: + - text: We have explained the process of AR on boarding in DMS through remote + session Request you to check now Open DMS--->Change portal to Mobil Primary--->Click + on apps--->No group--->AR on Boarding--->Click on Create button--->Select + items--->Checkout--->Save + utter_Support ticket-29_2: + - text: nan + utter_Support ticket-29_3: + - text: nan + utter_Support ticket-30_1: + - text: We have explained the process of checking the GST in sales invoice data + Report Please follow the below procedure Open DMs--->click on reports--->search + the sales invoice data--->click on 3 dots---> download + utter_Support ticket-30_2: + - text: nan + utter_Support ticket-30_3: + - text: nan + utter_Support ticket-31_1: + - text: We have explained how to reset the login password On the login page------>enter + mail Id or phone no----->click on forget password------>otp will sent your + mail or phone no------>enter otp----> enter new password--->re-enter password-----save + utter_Support ticket-31_2: + - text: nan + utter_Support ticket-31_3: + - text: nan + utter_Support ticket-32_1: + - text: We have explained the process of geo tagging for particular customer in + DMS request you to check the same Open DMS--->Go to the customer module--->Select + the customer--->Click on the contacts widget--->Click on three dots--->Click + on the Geo Tag option--->Save + utter_Support ticket-32_2: + - text: nan + utter_Support ticket-32_3: + - text: nan + utter_Support ticket-33_1: + - text: We have observed that sales pending order report get downloading in DMS Request + you to check now Open DMS--->Go to the reports--->Open report--->Click on + three dots--->Click on the download option--->Click on notification + utter_Support ticket-33_2: + - text: nan + utter_Support ticket-33_3: + - text: nan + utter_Support ticket-34_1: + - text: We have observed that the PCI invoice report and sales item register report + is getting downloading in DMS Request you to check now Open DMS--->Go + to the reports--->Open report--->Click on three dots--->Click on the download + option--->Click on the notification to download + utter_Support ticket-34_2: + - text: nan + utter_Support ticket-34_3: + - text: nan + utter_Support ticket-35_1: + - text: We have explained the process of adding address for customer in DMS through + remote session Open DMS--->Go to the customer--->Click on the contacts + widget--->Go to the address sub-widget--->Click on the three dots--->Edit + GST details--->Save + utter_Support ticket-35_2: + - text: nan + utter_Support ticket-35_3: + - text: nan + utter_Support ticket-36_1: + - text: We have explained how to apply the date filter and download the Gapl sales + report click on reports tab------>search Gapl sales report---->click on + dynamic filters----->select date---->select lob----->select sales person------> + select organization name-------->apply------>click on 3 dots----->download + utter_Support ticket-36_2: + - text: nan + utter_Support ticket-36_3: + - text: nan + utter_Support ticket-37_1: + - text: Upon your request we have extended the sales order series in DMS request + you to create orders now Open DMS--->Go to the sales order module--->Click + on three dots beside create option--->Open series--->Click on the series--->Extend + create new series--->Save + utter_Support ticket-37_2: + - text: nan + utter_Support ticket-37_3: + - text: nan + utter_Support ticket-38_1: + - text: We have explained how to change the customer designation through the remote + session customer module------->select particular customer------>click on + contacts----->click on point of contact---->click on edit ------>select on + designation---->save + utter_Support ticket-38_2: + - text: nan + utter_Support ticket-38_3: + - text: nan + utter_Support ticket-39_1: + - text: We have explained how to change the customer stage from lead to confirm + through the remote session Customer module----->select particular customer----->click + on stages button--->select confirmed + utter_Support ticket-39_2: + - text: nan + utter_Support ticket-39_3: + - text: nan + utter_Support ticket-41_1: + - text: We have explained the process of geo tagging for particular customer in + DMS request you to check the same Open DMS--->Go to the customer module--->Select + the customer--->Click on the contacts widget--->Click on three dots--->Click + on the Geo Tag option--->Save + utter_Support ticket-41_2: + - text: nan + utter_Support ticket-41_3: + - text: nan + utter_Support ticket-42_1: + - text: We have explained the process of GEO tagging the customer location customer + module---->select customer---->click on contacts----->click on address---->click + on 3 dots------>click on GEO tagging------>save + utter_Support ticket-42_2: + - text: nan + utter_Support ticket-42_3: + - text: nan + utter_Support ticket-43_1: + - text: We have explained the process of geo tagging for particular customer in + DMS request you to check the same Open DMS--->Go to the customer module--->Select + the customer--->Click on the contacts widget--->Click on three dots--->Click + on the Geo Tag option--->Save + utter_Support ticket-43_2: + - text: nan + utter_Support ticket-43_3: + - text: nan + utter_Support ticket-44_1: + - text: Sales Order Module-->Search with Customer name Ref no -->Click on the + entry--> Change the stage from Approval to Active--> Click on the Create DC--> + Updated the dates if any--> Save-->Click on create Invoice--> Update the Dates--> + Update the required Price Discount--> Save--> Confirm print + utter_Support ticket-44_2: + - text: nan + utter_Support ticket-44_3: + - text: nan + utter_Support ticket-45_1: + - text: We have explained the process of creating new employee in DMS Open + DMS--->Go to the employee module--->Click on the create button--->Enter all + the employee details--->Save--->Change the stage to onboard + utter_Support ticket-45_2: + - text: nan + utter_Support ticket-45_3: + - text: nan + utter_Support ticket-46_1: + - text: We have explained the process of GEO tagging the customer location customer + module---->select customer---->click on contacts----->click on address---->click + on 3 dots------>click on GEO tagging------>save + utter_Support ticket-46_2: + - text: nan + utter_Support ticket-46_3: + - text: nan + utter_Support ticket-47_1: + - text: We have explained the process of voiding the sales order in DMS Open + DMS--->Go to the sales order--->Open the order--->Click on stages--->Click + on the void option + utter_Support ticket-47_2: + - text: nan + utter_Support ticket-47_3: + - text: nan + utter_Support ticket-48_1: + - text: We have explained how to check stock movement log through the remote session Reports + tab------>search stock movement log------>click on dynamic filters---->select + branch---->click on apply + utter_Support ticket-48_2: + - text: nan + utter_Support ticket-48_3: + - text: nan + utter_Support ticket-49_1: + - text: We have explained how to add the DSR name for the customer through the + remote session Customer module---->select particular customer---->click + on details------>click on sales manager----->click on plus symbol---->add + sales manager---->save + utter_Support ticket-49_2: + - text: nan + utter_Support ticket-49_3: + - text: nan + utter_Support ticket-50_1: + - text: We have explained the process of GEO tagging the customer location Request + you to follow the below procedure Customer module---->select customer---->click + on contacts----->click on address---->click on 3 dots------>click on GEO tagging------>save + utter_Support ticket-50_2: + - text: nan + utter_Support ticket-50_3: + - text: nan + utter_Support ticket-51_1: + - text: We have explained how to check the RTS on the invoice report in DMS reprts--->RTS + on invoice--->filter offer name --->download + utter_Support ticket-51_2: + - text: nan + utter_Support ticket-51_3: + - text: nan + utter_Support ticket-52_1: + - text: We have explained how to check the stock report in DMS Reports--->stock + report--->search for item--->click on button for stock moment log + utter_Support ticket-52_2: + - text: nan + utter_Support ticket-52_3: + - text: nan + utter_Support ticket-53_1: + - text: We have explained how to check and download the sales Opportunity Details + report through the remote session click on reports tab------>search Sales + Opportunity Details report---->click on 3 dots------->download + utter_Support ticket-53_2: + - text: nan + utter_Support ticket-53_3: + - text: nan + utter_Support ticket-54_1: + - text: We have explained the process of changing the tags for particular customer + through remote session Request you to follow below procedure Open customer + module---->open particular customer----> click on details-----> tags---->save + utter_Support ticket-54_2: + - text: nan + utter_Support ticket-54_3: + - text: nan + utter_Support ticket-55_1: + - text: We have explained how to apply the date filter in sales invoice module + through the remote session Sales invoice Module ------>click on dynamic + filters------>click on created date---->click on custom range----->select + from date and to date----->click on apply------>click on apply + utter_Support ticket-55_2: + - text: nan + utter_Support ticket-55_3: + - text: nan + utter_Support ticket-56_1: + - text: We have explained how to check notifications in DMS through remote session Open + DMS--->Click on the bell button beside the portal--->check the notifications + utter_Support ticket-56_2: + - text: nan + utter_Support ticket-56_3: + - text: nan + utter_Support ticket-57_1: + - text: We have explained the process of GEO tagging the customer location Request + you to follow the below procedure Customer module---->select customer---->click + on contacts----->click on address---->click on 3 dots------>click on GEO tagging------>save + utter_Support ticket-57_2: + - text: nan + utter_Support ticket-57_3: + - text: nan + utter_Support ticket-58_1: + - text: We have explained the process of checking MHP Q4 2022 report in DMS Open + DMS--->Go to the reports--->Open the report--->Click on the report--->Check + the data + utter_Support ticket-58_2: + - text: nan + utter_Support ticket-58_3: + - text: nan + utter_Support ticket-59_1: + - text: We have explained the process of assigning the DSR for the particular + customer through remote session Follow the below procedure open customer + module----> click on details---->click on sales manager----->edit----> save + utter_Support ticket-59_2: + - text: nan + utter_Support ticket-59_3: + - text: nan + utter_Support ticket-60_1: + - text: We have explained the process of creation of Receipts through remote session follow + the below procedure Open receipts-----> click on create---->select payment + mode----> enter the amount--> click on adjust----> save--->confirm + utter_Support ticket-60_2: + - text: nan + utter_Support ticket-60_3: + - text: nan + utter_Support ticket-61_1: + - text: We have explained the process of checking the Device type in PCI invoice + report Follow the below procedure open DMS---->click on reports---->search + PCI invoice report----> check the device type + utter_Support ticket-61_2: + - text: nan + utter_Support ticket-61_3: + - text: nan + utter_Support ticket-62_1: + - text: As discussed we have extended the series for the Purchase return module Request + you check Purchase return------>click on 3 dots -------->click on series---->click + on active Purchase return--------->click on edit symbol------>change the dates-----save + utter_Support ticket-62_2: + - text: nan + utter_Support ticket-62_3: + - text: nan + utter_Support ticket-63_1: + - text: We have explained the process of Geo tagging for customer through the + remote session Customer module select customer click on contacts click + on address click on 3 dots click on Geo tagging >save + utter_Support ticket-63_2: + - text: nan + utter_Support ticket-63_3: + - text: nan + utter_Support ticket-64_1: + - text: We have explained how to create GRN partial GRN and Invoice for ACE Portal + Purchase order through the remote session Purchase order----->search the + order number for which you need to create GRN ---->click on create GRN------>save + utter_Support ticket-64_2: + - text: nan + utter_Support ticket-64_3: + - text: nan + utter_Support ticket-65_1: + - text: Reports-->Select the MHP Reports-->Click on the AL Employee Report--> + Check the Data of DSR s + utter_Support ticket-65_2: + - text: nan + utter_Support ticket-65_3: + - text: nan + utter_Support ticket-66_1: + - text: We have explained how to check and download the Stock movement log report + through the remote session click on reports tab------>search Stock movement + log report---->click on 3 dots------->download + utter_Support ticket-66_2: + - text: nan + utter_Support ticket-66_3: + - text: nan + utter_Support ticket-67_1: + - text: We have explained how to add the DSR name for the customer through the + remote session Customer module---->select particular customer---->click + on details------>click on sales manager----->click on plus symbol---->add + sales manager---->save + utter_Support ticket-67_2: + - text: nan + utter_Support ticket-67_3: + - text: nan + utter_Support ticket-68_1: + - text: Reports-->Search with PCI Invoices report name--> Apply the required Date + Filters--> Data will be loaded --> Click on the Right side three dots--> Click + on the Download--> Check the notification Icon--> Click on the downloaded + Report-->Data will be shown in Excel Sheet + utter_Support ticket-68_2: + - text: nan + utter_Support ticket-68_3: + - text: nan + utter_Support ticket-69_1: + - text: We have explained the process of GEO tagging for the customer customer + module---->select customer---->click on contacts----->click on address---->click + on 3 dots------>click on GEO tagging------>save + utter_Support ticket-69_2: + - text: nan + utter_Support ticket-69_3: + - text: nan + utter_Support ticket-70_1: + - text: We have explained how to change sales person name for the customers through + the remote session Customer Module--> Search the required customer name-->Go + to Details widget-->Go to Sales Manager Widget--> Click on three dots-->Click + on Edit-->Select the required Employee name + utter_Support ticket-70_2: + - text: nan + utter_Support ticket-70_3: + - text: nan + utter_Support ticket-71_1: + - text: We have explained how to apply the date filter and download the sales + invoice report click on reports tab------>search sales invoice report---->click + on dynamic filters----->select date---->select lob----->select sales person------> + select organization name-------->apply------>click on 3 dots----->download + utter_Support ticket-71_2: + - text: nan + utter_Support ticket-71_3: + - text: nan + utter_Support ticket-72_1: + - text: We have explained the process of changing payment type in sales order + through remote session Open DMS--->Go to the sales order module--->Click + on the create button--->Select Items--->change payment type--->Save + utter_Support ticket-72_2: + - text: nan + utter_Support ticket-72_3: + - text: nan + utter_Support ticket-73_1: + - text: We have explained the process of updating the employee mail id in DMS Request + you to follow the below procedure Open employee module--->click on contacts--->click + on email---> click on symbol---> enter the mail id---> click on save---> + click on new mail id --->set as login id ---> Save + utter_Support ticket-73_2: + - text: nan + utter_Support ticket-73_3: + - text: nan + utter_Support ticket-74_1: + - text: We have explained the process of updating the item quantity in sales order + through remote session Open DMS--->Go to the sales order--->Click on the + order--->Go to the details widget--->Go to the items--->Edit the quantity--->Save + utter_Support ticket-74_2: + - text: nan + utter_Support ticket-74_3: + - text: nan + utter_Support ticket-75_1: + - text: We have explained how to apply the date filter and download the PCI Invoice + report and how to change the sales person name for the Sales invoices through + the remote session click on reports tab------>search PCI report---->click + on calendar----->select date------->save------>click on 3 dots----->download Sales + invoice----->select particular invoice---->click on edit----->select sales + person name------->save + utter_Support ticket-75_2: + - text: nan + utter_Support ticket-75_3: + - text: nan + utter_Support ticket-76_1: + - text: We have explained the process of changing user login password in DMS through + remote session Follow below mentioned procedure for the next time Open + DMS--->Go to the employee module--->Click on the employee name--->Click on + the access control widget--->Click on the change password option--->Change + the password--->Save + utter_Support ticket-76_2: + - text: nan + utter_Support ticket-76_3: + - text: nan + utter_Support ticket-77_1: + - text: We have explained the process of checking the sales dashboard Widget in + Mobil dashboards Please follow the below procedure Open DMS--->click on + Mobil dashboards--->select the sales dashboard widget--->check the data + utter_Support ticket-77_2: + - text: nan + utter_Support ticket-77_3: + - text: nan + utter_Support ticket-78_1: + - text: We have explained the process of checking the RTS on invoice detailed + volume payout report through remote session Request you to follow the below + procedure Open DMS---> click on reports---> open RTS on invoice report--->check + the reports---> search detailed volume payout report---> check + utter_Support ticket-78_2: + - text: nan + utter_Support ticket-78_3: + - text: nan + utter_Support ticket-79_1: + - text: We have explained the process of GEO tagging for the customer customer + module---->select customer---->click on contacts----->click on address---->click + on 3 dots------>click on GEO tagging------>save + utter_Support ticket-79_2: + - text: nan + utter_Support ticket-79_3: + - text: nan + utter_Support ticket-80_1: + - text: We have explained the process of checking the AL-MHP report data through + the remote session Please follow the below the procedure Open Reports--> + Al MHP report--> check the data + utter_Support ticket-80_2: + - text: nan + utter_Support ticket-80_3: + - text: nan + utter_Support ticket-81_1: + - text: As discussed the GST will be effected to the Invoices based on the GST + From Date Please check the same Open DMS--->open customers module--->open + particular customer--->click on contacts---> click on GSTIN--->click on edit--->select + the from date to date---> save + utter_Support ticket-81_2: + - text: nan + utter_Support ticket-81_3: + - text: nan + utter_Support ticket-82_1: + - text: We have explained the process of deleting the items from GRN through the + remote session GRN module----->select particular GRN------>click on edit---->delete + the item------>save + utter_Support ticket-82_2: + - text: nan + utter_Support ticket-82_3: + - text: nan + utter_Support ticket-83_1: + - text: We have explained the process of Geo tagging for customer Open DMS--->Customer + module select customer click on contacts click on address click on + 3 dots click on Geo tagging >save + utter_Support ticket-83_2: + - text: nan + utter_Support ticket-83_3: + - text: nan + utter_Support ticket-84_1: + - text: We have observed that you have updated the quantity of the items in the + Sales return after creating request you to resave the return entry and check + the RTS Settlement Discount amount Please follow the below procedure to + resave the sales return Open Sales Return--> Edit --> check the RTS Discount + amount--> Resave the Return Entry + utter_Support ticket-84_2: + - text: nan + utter_Support ticket-84_3: + - text: nan + utter_Support ticket-85_1: + - text: As discussed we have extended the series for the Purchase invoice module Request + you check Purchase invoice------>click on 3 dots -------->click on series---->click + on active Purchase invoice--------->click on edit symbol------>change the + dates-----save + utter_Support ticket-85_2: + - text: nan + utter_Support ticket-85_3: + - text: nan + utter_Support ticket-86_1: + - text: We have explained how to upload ICICI bank statement through the remote + session Open BRS module---> click on create---> select from date to date--->select + the portability---->select statement date format----> upload the file---->click + on save + utter_Support ticket-86_2: + - text: nan + utter_Support ticket-86_3: + - text: nan + utter_Support ticket-87_1: + - text: We have observed that you have updated the quantity of the items in the + Sales return after creating request you to resave the return entry and check + the RTS Settlement Discount amount Please follow the below procedure to + resave the sales return Open Sales Return--> Edit --> check the RTS Discount + amount--> Resave the Return Entry + utter_Support ticket-87_2: + - text: nan + utter_Support ticket-87_3: + - text: nan + utter_Support ticket-88_1: + - text: We have explained the process of add remove items in sales invoice through + remote session Open DMS--->Go to the sales invoice--->Edit the invoice--->Remove + the item--->Save + utter_Support ticket-88_2: + - text: nan + utter_Support ticket-88_3: + - text: nan + utter_Support ticket-89_1: + - text: We have explained how to select the customer while creating the sales + order through the remote session Open the sales order module-------->search + the customer------>select the organization + utter_Support ticket-89_2: + - text: nan + utter_Support ticket-89_3: + - text: nan + utter_Support ticket-90_1: + - text: We have explained the process of creating the Sales Return through the + Remote session Please follow the below procedure Open Sales Invoice Module--> + Select the Invoice --> Click on Create Return Option--> Select the items --> + Save + utter_Support ticket-90_2: + - text: nan + utter_Support ticket-90_3: + - text: nan + utter_Support ticket-91_1: + - text: As discussed we have extended the series for the sales return module Request + you check sales return------>click on 3 dots -------->click on series---->click + on active sales return--------->click on edit symbol------>change the dates-----save + utter_Support ticket-91_2: + - text: nan + utter_Support ticket-91_3: + - text: nan + utter_Support ticket-92_1: + - text: We have explained the process of Detailed volume payout report in DMS + through remote session Open DMS--->Go to the reports--->search the report--->Click + on the report--->Check the data + utter_Support ticket-92_2: + - text: nan + utter_Support ticket-92_3: + - text: nan + utter_Support ticket-93_1: + - text: We have explained the process of downloading the PCI invoice report in + DMS through remote session Open DMS--->Go to the reports--->Search the report + name--->Click on the report--->Click on the three dots--->Click on the download + option + utter_Support ticket-93_2: + - text: nan + utter_Support ticket-93_3: + - text: nan + utter_Support ticket-94_1: + - text: We have explained the process of deleting the items from the GRN through + the Remote session Please follow the below procedure Open GRN Module --> + Select the GRN --> Edit--> Delete the Items--> Save the GRN + utter_Support ticket-94_2: + - text: nan + utter_Support ticket-94_3: + - text: nan + utter_Support ticket-95_1: + - text: We have explained the process of changing the email id for the particular + customer in DMS through remote session Follow the below procedure Open + DMS--->Go to the customer module--->Click on the customer name--->Go to the + contacts widget--->Click on the three dots--->Edit email--->Save + utter_Support ticket-95_2: + - text: nan + utter_Support ticket-95_3: + - text: nan + utter_Support ticket-96_1: + - text: We have explained the process of creating the new customer in DMS Request + you to follow the below procedure open DMS---> open customers module---> + click on create---> enter all the mandatory details---> click on save---> + click on the stages--->click on confirmed + utter_Support ticket-96_2: + - text: nan + utter_Support ticket-96_3: + - text: nan + utter_Support ticket-97_1: + - text: Purchase Order Module--> Search with Ref no --> Click on the order--> + Click on create GRN--> Select the GRN date Ref date--> Select the required + Items with Qty--> Save GRN--> Click on Create Invoice--> Assign the Invoice + date ref date--> Enter the Invoice no in Ref no Column--> Check the Qty unit + Price Discount --> Scroll down Apply the TCS Amount if required--> Save + utter_Support ticket-97_2: + - text: nan + utter_Support ticket-97_3: + - text: nan + utter_Support ticket-98_1: + - text: We have explained the process of downloading the PCI invoice report in + DMS through remote session Open DMS--->Go to the reports--->Search the + report name--->Click on the report--->Click on the three dots--->Click on + the download option + utter_Support ticket-98_2: + - text: nan + utter_Support ticket-98_3: + - text: nan + utter_Support ticket-99_1: + - text: We have explained how to apply the date filter and download the Month + Wise Workshop Volumes report through the remote session Reports --> Search + Month Wise Workshop Volumes Report -->open report --> click on Calendar--> + select the date filter --> Apply -->The data will be displayed --> click on + 3dots -->Download + utter_Support ticket-99_2: + - text: nan + utter_Support ticket-99_3: + - text: nan + utter_Support ticket-100_1: + - text: We have explained the process of adding the batch to the item while creating + the GRN through the remote session Create GRN form--> click on Batch-->create + select the batch--> Select MRP--> Save the GRN + utter_Support ticket-100_2: + - text: nan + utter_Support ticket-100_3: + - text: nan + utter_Support ticket-101_1: + - text: Reports-->Search with Mobil Hero program Report name--> Select the AL + Employee Report-->Check the Q4 2022 data reflecting for your Id + utter_Support ticket-101_2: + - text: nan + utter_Support ticket-101_3: + - text: nan + utter_Support ticket-102_1: + - text: We have explained how to check MHP Q4 2022 report in DMS through remote + session Reports-->Search with Mobil Hero program Report name--> Select + the AL Employee Report-->Check the Q4 2022 data reflecting for your Id + utter_Support ticket-102_2: + - text: nan + utter_Support ticket-102_3: + - text: nan + utter_Support ticket-103_1: + - text: As discussed we have extended the series for the GRN module Request + you check GRN------>click on 3 dots -------->click on series---->click on + active GRN--------->click on edit symbol------>change the dates-----save + utter_Support ticket-103_2: + - text: nan + utter_Support ticket-103_3: + - text: nan + utter_Support ticket-104_1: + - text: We have explained the process of checking the RTS Q4 details in Detailed + volume payout report Request you to follow below procedure Open DMS--->click + on reports--->search detailed volume payout report--->click on filter symbol--->enter + the offer name offer group--->click on apply---> check + utter_Support ticket-104_2: + - text: nan + utter_Support ticket-104_3: + - text: nan + utter_Support ticket-105_1: + - text: We have explained how to check and download the Detailed Volume Payout + report through the remote session Reports --> Search Detailed Volume Payout + Report -->open report --> select the filters --> Apply -->The data will be + displayed --> click on 3dots -->Download + utter_Support ticket-105_2: + - text: nan + utter_Support ticket-105_3: + - text: nan + utter_Support ticket-106_1: + - text: We have explained the process of sales return in DMS through remote session Follow + the below procedure Open DMS--->Go to the sales invoice--->Click on the + create return option--->Check the items and amount--->Save + utter_Support ticket-106_2: + - text: nan + utter_Support ticket-106_3: + - text: nan + utter_Support ticket-107_1: + - text: We have explained the process of creating GRN and invoice through remote + session Open DMS--->Go to the purchase order module--->Open the purchase + order--->Click on the Create GRN option--->Save--->Click on the Create invoice + option--->Save + utter_Support ticket-107_2: + - text: nan + utter_Support ticket-107_3: + - text: nan + utter_Support ticket-108_1: + - text: We have explained the process of adding the segment Request you to follow + the below procedure Customer Module-->Search with Customer name-->Go to + Details Widget-->Select the LOB tags sub widget-->Click on Button --> + Select the Mobil tag-->Select the Subsegment tag-->click on save + utter_Support ticket-108_2: + - text: nan + utter_Support ticket-108_3: + - text: nan + utter_Support ticket-109_1: + - text: We have explained the process of how to change managers in DMS through + remote session Open DMS--->Go to the change manager module--->Click on + the create option--->Assign manager names--->Save + utter_Support ticket-109_2: + - text: nan + utter_Support ticket-109_3: + - text: nan + utter_Support ticket-110_1: + - text: We have explained the process of checking purchase invoice in DMS through + remote session Open DMS--->Go to the purchase invoice module--->Enter + invoice number--->Check the details + utter_Support ticket-110_2: + - text: nan + utter_Support ticket-110_3: + - text: nan + utter_Support ticket-111_1: + - text: We have explained the process creating Mobil opportunity in DMS through + the remote session Open DMS--->Go to the opportunity module--->Click on + the Create button--->Search organization name--->Fill all details--->Save + utter_Support ticket-111_2: + - text: nan + utter_Support ticket-111_3: + - text: nan + utter_Support ticket-112_1: + - text: We have explained the process of adding the item in order DC and Invoice Please + follow the below procedure Open Sales Order--> Selet Order--> Add the Item--> + open Dc--> Add the Item--> Open Invoice--> Edit the Invoice--> Add item--> + Save + utter_Support ticket-112_2: + - text: nan + utter_Support ticket-112_3: + - text: nan + utter_Support ticket-113_1: + - text: We have explained the process of how to search the purchase order number + through the remote session purchase order module----->search particular + purchase order + utter_Support ticket-113_2: + - text: nan + utter_Support ticket-113_3: + - text: nan + utter_Support ticket-114_1: + - text: We have explained the process of sales item register report in DMS through + remote session Open DMS--->Go to the reports--->Search the report names + in search column--->Open the report and Check the data + utter_Support ticket-114_2: + - text: nan + utter_Support ticket-114_3: + - text: nan + utter_Support ticket-115_1: + - text: We have explained the process of changing payment type mode while creating + sales order in DMS Open DMS--->Go to the sales order module--->Click on + the create option--->Click on the payment type option--->Select payment type--->Save + utter_Support ticket-115_2: + - text: nan + utter_Support ticket-115_3: + - text: nan + utter_Support ticket-116_1: + - text: We have explained the process of adding item in DC through the remote + session DC module--->select particular DC --->click on details------> click + on plus symbol--->click on add item--->click on add quantity--->save + utter_Support ticket-116_2: + - text: nan + utter_Support ticket-116_3: + - text: nan + utter_Support ticket-117_1: + - text: We have explained the process of checking the Sales pending order report + through the remote session Reports tab--->search Sales pending order ---->check + utter_Support ticket-117_2: + - text: nan + utter_Support ticket-117_3: + - text: nan + utter_Support ticket-118_1: + - text: We have explained the process of changing employee designation in DMS + through remote session Open DMS--->Go to the employee module--->Click + on the employee--->Click on the edit option--->Change the designation--->Save + utter_Support ticket-118_2: + - text: nan + utter_Support ticket-118_3: + - text: nan + utter_Support ticket-119_1: + - text: We explained the process of how to add item in Sales invoice through the + remote session Sales invoice module---->select particular invoice------>click + on edit------->click on plus symbol----add item----->save + utter_Support ticket-119_2: + - text: nan + utter_Support ticket-119_3: + - text: nan + utter_Support ticket-120_1: + - text: We have explained the process of checking PCI invoice report in DMS through + remote session Open DMS--->Go to the reports--->Search the report in search + column--->Open the report--->Click on the filter option--->Change the date + filter--->Apply--->Download the report + utter_Support ticket-120_2: + - text: nan + utter_Support ticket-120_3: + - text: nan + utter_Support ticket-121_1: + - text: We have explained the process of checking PCI invoice report in DMS through + remote session Open DMS--->Go to the reports--->Search the report in search + column--->Open the report--->Click on the filter option--->Change the date + filter--->Apply--->Download the report + utter_Support ticket-121_2: + - text: nan + utter_Support ticket-121_3: + - text: nan + utter_Support ticket-122_1: + - text: We have explained the process of creation of Routes Schedule through remote + session Request you to follow the below procedure Open DMS--->open Routes + Schedule---> click on 3 dots--->click on routes--->click on create--->enter + all the mandatory field details---> click on save--->it will be opened---> + click on the day that you want to select--->click on save--->click on address + widget--->click on add the address--->click on save + utter_Support ticket-122_2: + - text: nan + utter_Support ticket-122_3: + - text: nan + utter_Support ticket-123_1: + - text: We have explained the process of updating the address for a particular + customers in DMS through remote session Open DMS--->Go to the customer + module--->Click on the customer name--->Click on the widget contacts--->Go + to the address sub widget click on that--->Click on the three dots--->Click + on the edit option--->Update address--->Save + utter_Support ticket-123_2: + - text: nan + utter_Support ticket-123_3: + - text: nan + utter_Support ticket-124_1: + - text: We have explained the process of creating Mobil Opportunity in DMS through + remote session Open DMS--->Go to the Mobil Opportunity module--->Click + on the create option--->Select organization name--->Fill all details mentioned + in the star mark in the form--->Save + utter_Support ticket-124_2: + - text: nan + utter_Support ticket-124_3: + - text: nan + utter_Support ticket-125_1: + - text: We have explained the process of how to download Stock movement log report + through the remote session Report tab--->search stock movement log report---->click + on 3 dots--->click on download and check + utter_Support ticket-125_2: + - text: nan + utter_Support ticket-125_3: + - text: nan + utter_Support ticket-126_1: + - text: We have explained the process of changing the sales person name through + remote session Request you to follow the below procedure open DMS--->open + particular sales order---> click on contacts widget--->click on invoice--->click + on sale person name--->edit--->save + utter_Support ticket-126_2: + - text: nan + utter_Support ticket-126_3: + - text: nan + utter_Support ticket-127_1: + - text: nan + utter_Support ticket-127_2: + - text: nan + utter_Support ticket-127_3: + - text: nan + utter_Support ticket-128_1: + - text: We have explainedthe process of Item reconcilation Open DMS--->Go to the + item Reconcilation module--->Click on create --->enter the items which you + want to modify--->Enter the physically available quantity--->enter the daamged + quantity if any--->Click on save--->Click on Reconcile stage + utter_Support ticket-128_2: + - text: nan + utter_Support ticket-128_3: + - text: nan + utter_Support ticket-129_1: + - text: Open DMS--->Open the customer module----> select the particular customer--->click + on details widget--->clcik on sales manager widget--->if want edit means click + on 3 dots---click on edit--->add the name--->click on save if want to add + another DSR then click on button--->add the name--->click on save + utter_Support ticket-129_2: + - text: nan + utter_Support ticket-129_3: + - text: nan + utter_Support ticket-130_1: + - text: Open DMS--->open the employee module---->Open particular employee--->click + on Official widget--->at branch sub widget click on button--->add the branch--->click + on save + utter_Support ticket-130_2: + - text: nan + utter_Support ticket-130_3: + - text: nan + utter_Support ticket-131_1: + - text: Open DMS--->Click on Mobil Dashboards--->click on customer locations---> + there will be one symbol--->click on that symbol--->The data will be opened--->clcik + on 3dots--->dowload the report--->The data will be opened in Excel + utter_Support ticket-131_2: + - text: nan + utter_Support ticket-131_3: + - text: nan + utter_Support ticket-132_1: + - text: Open DMS--->Click on branch--->Click on Switch to--->clcik on Mobil primary--->clcik + on Dashboards--->click on apps--->click on no group--->clcik on Ar onboarding---->clcik + on create--->Selct the items--->clcik on save Note The Ar onboarding items + can not be eidted once it is saved + utter_Support ticket-132_2: + - text: nan + utter_Support ticket-132_3: + - text: nan + utter_Support ticket-133_1: + - text: Open DMS login--->enter the login id mobile number--->click on forgot + password---->Enter the registerd mobile number--->click on send--->enter the + OTP--->change the password--->click on save + utter_Support ticket-133_2: + - text: nan + utter_Support ticket-133_3: + - text: nan + utter_Support ticket-134_1: + - text: Open DMS---->click on reports---->Search with sales purchase pending orders--->click + on 3 dots--->click on download--->One notication will be sent at noitifiaction + Icon click on that--->The report will be opened in The Excel sheet + utter_Support ticket-134_2: + - text: nan + utter_Support ticket-134_3: + - text: nan + utter_Support ticket-135_1: + - text: We have explained the process of checking the EB-invoice report through + remote session follow the below procedure Open DMS-----> click on reports----->open + EB- invoice report---->check + utter_Support ticket-135_2: + - text: nan + utter_Support ticket-135_3: + - text: nan + utter_Support ticket-136_1: + - text: We have observed that above mentioned customer SRI BALAJI ENTERPRISES is + not included in offer INVERTER DISCOUNT request you to include and check Open + offers module--->search with offer name INVERTER DISCOUNT --->open contacts + widget--->click on excluded sub widget--->search with the customer name SRI + BALAJI ENTERPRISES --->click on 3 dots--->click on include + utter_Support ticket-136_2: + - text: nan + utter_Support ticket-136_3: + - text: nan + utter_Support ticket-137_1: + - text: As we discussed we have explained how to change the DSR name for the + customers by using the change Manager Module through the remote session change + manager module----->click on create-----> select LOB---->select old manager----->select + new manager------>save------->click on confirm + utter_Support ticket-137_2: + - text: nan + utter_Support ticket-137_3: + - text: nan + utter_Support ticket-138_1: + - text: We have explained the process of creating MRP while creation of GRN in + DMS through remote session Open DMS--->Go to purchase order module--->Search + the order in search column--->Open the order--->Click on the create GRN option--->Select + MRP--->Create MRP--->Save + utter_Support ticket-138_2: + - text: nan + utter_Support ticket-138_3: + - text: nan + utter_Support ticket-139_1: + - text: We have explained the process of checking sales invoice data report in + DMS through remote session Follow the below procedure Open DMS--->Go + to the reports--->Search the report name in search column--->Click on the + report--->Change the date filter--->Apply--->Check the data + utter_Support ticket-139_2: + - text: nan + utter_Support ticket-139_3: + - text: nan + utter_Support ticket-140_1: + - text: We have explained the process of updating customer name and customer address + for the particular customer in DMS through remote session Open DMS--->Go + to the customer module--->Select the customer name--->Click on the customer--->Edit + the customer--->Update name and save--->Click on the contacts sub widget--->Go + to the address--->Click on the three dots--->Edit the address--->Save + utter_Support ticket-140_2: + - text: nan + utter_Support ticket-140_3: + - text: nan + utter_Support ticket-141_1: + - text: We have explained how to check and download Sales invoice date report + through the remote session Click on reports tab------>search Sales invoice + date report---->click on calendar----->select date------->save------>click + on 3 dots----->download + utter_Support ticket-141_2: + - text: nan + utter_Support ticket-141_3: + - text: nan + utter_Support ticket-142_1: + - text: please clear your browser history and follow the process of Geo tagging + for customer Open DMS--->Customer module select customer click on contacts click + on address click on 3 dots click on Geo tagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-142_2: + - text: nan + utter_Support ticket-142_3: + - text: nan + utter_Support ticket-143_1: + - text: We have explained the process of unlocking through remote session request + you to follow the below procedure Open DMS--->open employees module--->open + particular employee--->open access control Widget--->click on unlock--->click + on ok + utter_Support ticket-143_2: + - text: nan + utter_Support ticket-143_3: + - text: nan + utter_Support ticket-144_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open DMS--->open + employee module--->click on Access control--->click on invite user--->enter + Hi--->click on send one message will be sent to particular mail --->click + on that link create the ID password + utter_Support ticket-144_2: + - text: nan + utter_Support ticket-144_3: + - text: nan + utter_Support ticket-145_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open DMS--->open + employee module--->click on Access control--->click on invite user--->enter + Hi--->click on send one message will be sent to particular mail --->click + on that link create the ID password + utter_Support ticket-145_2: + - text: nan + utter_Support ticket-145_3: + - text: nan + utter_Support ticket-146_1: + - text: Please clear your browser history and follow the process of Geo tagging + for customer Open DMS--->Customer module select customer click on contacts click + on address click on 3 dots click on Geo tagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-146_2: + - text: nan + utter_Support ticket-146_3: + - text: nan + utter_Support ticket-147_1: + - text: Please clear your browser history and follow the process of Geo tagging + for customer Open DMS--->Customer module select customer click on contacts click + on address click on 3 dots click on Geo tagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-147_2: + - text: nan + utter_Support ticket-147_3: + - text: nan + utter_Support ticket-148_1: + - text: Please clear your browser history and follow the process of Geo tagging + for customer Open DMS--->Customer module select customer click on contacts click + on address click on 3 dots click on Geo tagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-148_2: + - text: nan + utter_Support ticket-148_3: + - text: nan + utter_Support ticket-149_1: + - text: Please clear your browser history and follow the process of Geo tagging + for customer Open DMS--->Customer module select customer click on contacts click + on address click on 3 dots click on Geo tagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-149_2: + - text: nan + utter_Support ticket-149_3: + - text: nan + utter_Support ticket-150_1: + - text: We have observed that the Geo tagging customers are reflecting on your + portal Follow this procedure Open DMS--->Go to the reports--->Search + the report PCI customers--->Click on the report--->Check the column name GPS + Captured--->In that column you can able to see Geo tagging customers list + utter_Support ticket-150_2: + - text: nan + utter_Support ticket-150_3: + - text: nan + utter_Support ticket-151_1: + - text: We have explained the process of how to add role to employee through the + remote session Please find the below process to add Role to employee Employee + module------>Search the employee name ---->Open employee----->click on official + Widget------>click on Roles check on------->click on 3 dots ----->select + the role from the dropdown ------->save + utter_Support ticket-151_2: + - text: nan + utter_Support ticket-151_3: + - text: nan + utter_Support ticket-152_1: + - text: We have explained how to change the confirm stage to void stage for purchase + invoice through the remote session purchase invoice------>search particular + invoice------>click on stage ----> click on void + utter_Support ticket-152_2: + - text: nan + utter_Support ticket-152_3: + - text: nan + utter_Support ticket-153_1: + - text: We have explained the process of creating Vendor through the remote session Vendor + module---->add company name----->add company landline number--->add contact + name---->add mobile number---->add Designation------>add branch------->add + address---->add vendor type---->click on save + utter_Support ticket-153_2: + - text: nan + utter_Support ticket-153_3: + - text: nan + utter_Support ticket-154_1: + - text: We have explained the process of how to add role to employee through the + remote session Please find the below process to add Role to employee Employee + module------>Search the employee name ---->Open employee----->click on official + Widget------>click on Roles check on------->click on 3 dots ----->select + the role from the dropdown ------->save + utter_Support ticket-154_2: + - text: nan + utter_Support ticket-154_3: + - text: nan + utter_Support ticket-155_1: + - text: We have explained the process of how renewal for MBC MCC MTC Leads through + the remote session MBC MCC MTC Leads module------>click on 3 dots--->select + on create Renewal------>select organization name------>select workshop type---->select + Proposed Category----->select Agreement start date-------->select Agreement + end date----->save + utter_Support ticket-155_2: + - text: nan + utter_Support ticket-155_3: + - text: nan + utter_Support ticket-156_1: + - text: We have explained how to edit the sales manager widget in DMS request + you to check the same Open DMS--->Go to the customer module--->Click on + the particular customer--->Click on the details widget--->Scroll down Sales + manager widget--->Click on the three dots--->Change the name--->Save + utter_Support ticket-156_2: + - text: nan + utter_Support ticket-156_3: + - text: nan + utter_Support ticket-157_1: + - text: We have explained how to create manual series in Sales invoices module + through the remote session sales invoices------>click on 3 dots -------->click + on series---->add series name--------->add Applied For------>add series format-----add + starting no---->add number size---->add number prefix------>add from date---->add + end date------>save + utter_Support ticket-157_2: + - text: nan + utter_Support ticket-157_3: + - text: nan + utter_Support ticket-158_1: + - text: We have explained the process of checking geo tagging for customers in + DMS please follow this procedure Open DMS--->Go to the reports--->Search + the report PCI customers--->Click on the report--->Check the column name GPS + Captured--->In that column you can able to see Geo tagging customers list + utter_Support ticket-158_2: + - text: nan + utter_Support ticket-158_3: + - text: nan + utter_Support ticket-159_1: + - text: Please clear your browser history and follow the process of Geo-tagging + for customers Open DMS--->Customer module select customer click on contacts click + on address click on 3 dots click on Geotagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-159_2: + - text: nan + utter_Support ticket-159_3: + - text: nan + utter_Support ticket-160_1: + - text: We have explained the process of adding follower under particular customer + in DMS follow below procedure Open DMS--->Go to customers module--->Click + on the customer--->Go to the Detail widget--->Go to the follower sub widget--->Click + on the add button--->Select the name--->Save + utter_Support ticket-160_2: + - text: nan + utter_Support ticket-160_3: + - text: nan + utter_Support ticket-161_1: + - text: We have explained the process of unlocking the employee through remote + session request you to follow the below procedure Open DMS--->open employees + module--->open particular employee--->open access control Widget--->click + on unlock--->click on ok + utter_Support ticket-161_2: + - text: nan + utter_Support ticket-161_3: + - text: nan + utter_Support ticket-162_1: + - text: As discussed Request you to check again and if you are facing any difficulty + please let us know Open DMS--->Go to the price list module--->Click the + particular price list--->Edit the price list--->Change the effected date--->Save + utter_Support ticket-162_2: + - text: nan + utter_Support ticket-162_3: + - text: nan + utter_Support ticket-163_1: + - text: Please clear your browser history and follow the process of Geo-tagging + for customers Open DMS--->Customer module--select customer--click on contacts-- + click on address-- click on 3 dots--click on Geotagging--save please check + the below-attached video to clear the Mobil App cache and request to geo-tag + the custom address and let us know if any difficulty + utter_Support ticket-163_2: + - text: nan + utter_Support ticket-163_3: + - text: nan + utter_Support ticket-164_1: + - text: Please clear your browser history and follow the process of Geo-tagging + for customers Open DMS--->Customer module--select customer--click on contacts-- + click on address-- click on 3 dots--click on Geotagging--save please check + the below-attached video to clear the Mobil App cache and request to geo-tag + the custom address and let us know if any difficulty + utter_Support ticket-164_2: + - text: nan + utter_Support ticket-164_3: + - text: nan + utter_Support ticket-165_1: + - text: We have explained the process of MBC MCC MTC lead how to send approval + in DMS through remote session Open DMS--->Go to the MBC MCC module--->Click + on the lead--->Click on the submit for approval stage--->The stage will change + automatically + utter_Support ticket-165_2: + - text: nan + utter_Support ticket-165_3: + - text: nan + utter_Support ticket-166_1: + - text: We have explained how to register login Id and password through the remote + session Employee module----->click on access control------>click on invite + user---->message sent as hi to mail------->the mail will send to that mail + Id------>click on link-------->send OTP to phone number------>entre OTP which + as sent to mobile number----->set password-------login + utter_Support ticket-166_2: + - text: nan + utter_Support ticket-166_3: + - text: nan + utter_Support ticket-167_1: + - text: Please clear your browser history and follow the process of Geo tagging + for customer Open DMS--->Customer module--->select customer--->click on contacts-->click + on address--->click on 3 dots--->click on Geo tagging---->save please check + the below-attached video to clear the Mobil App cache and request to geo-tag + the custom address and let us know if any difficulty + utter_Support ticket-167_2: + - text: nan + utter_Support ticket-167_3: + - text: nan + utter_Support ticket-168_1: + - text: We have explained how to reset login password through the remote session Open + DMS----->login page------>click on forget password------>add phone number-------->click + on sent------->OTP will be sent your mobile number----->entre OTP-------->add + new password------>add confirm password----------->save------->login + utter_Support ticket-168_2: + - text: nan + utter_Support ticket-168_3: + - text: nan + utter_Support ticket-169_1: + - text: We have explained how to add role in Employee module through the remote + session Employee module---->particular employee-------->click on official---------->click + on role----------> click on plus symbol---------->select role---------->save + utter_Support ticket-169_2: + - text: nan + utter_Support ticket-169_3: + - text: nan + utter_Support ticket-170_1: + - text: We have explained how to add account name in Sales return through the + remote session Sales invoice module------> particular invoice------>click + on create return-------->click on account name----->select account name----------->save + utter_Support ticket-170_2: + - text: nan + utter_Support ticket-170_3: + - text: nan + utter_Support ticket-171_1: + - text: We have observed that your DSRs are doing geo tagging for their retailers the + new retailers only reflects the current location but old retailers are having + geo tag that retailers it will pick automatically old location If you want + change the location Follow below procedure Open DMS--->Go to the customer + module--->Select the customer--->Click on the contacts widget--->Click on + the address sub widget--->Click on the three dots--->Click on the Geo Tag + option--->Select the current location---->Save + utter_Support ticket-171_2: + - text: nan + utter_Support ticket-171_3: + - text: nan + utter_Support ticket-172_1: + - text: We have explained the process of downloading the Detailed volume payout + report in DMS through remote session Open DMS---->Go to the reports---->Search + the report---->Click on the report---->Apply date filter and period and group---->Click + on the three dots---->Click on the download option + utter_Support ticket-172_2: + - text: nan + utter_Support ticket-172_3: + - text: nan + utter_Support ticket-173_1: + - text: We have explained the process of adding item in purchase invoice in DMS + through remote session Open DMS---->Go to the purchase invoice module---->Search + the invoice number---->Click on the invoice---->Click on the edit option---->Click + on the add item--->Add the item--->Save + utter_Support ticket-173_2: + - text: nan + utter_Support ticket-173_3: + - text: nan + utter_Support ticket-174_1: + - text: We have explained the process of creating the wallet generation through + remote session Request you to follow the below procedure Open DMS--->open + the offer module--->select the particular offer--->click on more--->click + on finalize--->enter all mandatory details--->click on save + utter_Support ticket-174_2: + - text: nan + utter_Support ticket-174_3: + - text: nan + utter_Support ticket-175_1: + - text: We have explained the process of editing the GSTIN number through remote + session Request you to follow the below procedure Open DMS----> open customers + module---->select particular customer---->click on contacts widget---->click + on GSTIN details sub widget ---->click on symbol--->add the number---->click + on save + utter_Support ticket-175_2: + - text: nan + utter_Support ticket-175_3: + - text: nan + utter_Support ticket-176_1: + - text: Please clear your browser history and follow the process of Geo-tagging + for customers Open DMS--->Customer module--->select customer--->click on + contacts--->click on address--->click on 3 dots--->click on Geotagging --->>save please + check the below-attached video to clear the Mobil App cache and request to + geo-tag the custom address and let us know if any difficulty + utter_Support ticket-176_2: + - text: nan + utter_Support ticket-176_3: + - text: nan + utter_Support ticket-177_1: + - text: We have explained the process of receipt series settings in Receipt module + through the remote session Receipt module------>click on 3 dots--------->click + on active branch------->click on receipt series settings------->click on plus + symbol---->select series--------------->select payment mode---------->select + account -----save + utter_Support ticket-177_2: + - text: nan + utter_Support ticket-177_3: + - text: nan + utter_Support ticket-178_1: + - text: We have explained the process of checking stock report and stock movement + log reports in DMS through remote session Follow the below procedure Open + DMS---->Go to the reports--->Search the report name in search column---->Click + on the report---->Search the SKU number in Search column--->Click on the three + dots--->Download + utter_Support ticket-178_2: + - text: nan + utter_Support ticket-178_3: + - text: nan + utter_Support ticket-179_1: + - text: Open DMS--->Customer module select customer click on contacts click + on address click on 3 dots click on Geotagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-179_2: + - text: nan + utter_Support ticket-179_3: + - text: nan + utter_Support ticket-180_1: + - text: We have explained the process of unlocking through the remote session + and request you to follow the below procedure Open DMS--->open employees + module--->open particular employee--->open access control Widget--->click + on unlock--->click on ok + utter_Support ticket-180_2: + - text: nan + utter_Support ticket-180_3: + - text: nan + utter_Support ticket-181_1: + - text: We have explained the process of checking the Stock Movement Log report + through remote session Request you to follow the below procedure Open DMS--->go + to reports---->search with Stock Movement Log---> apply the filter---->check + the report + utter_Support ticket-181_2: + - text: nan + utter_Support ticket-181_3: + - text: nan + utter_Support ticket-182_1: + - text: We have explained the process of adding the new item deleting the old + item through remote session Request you to follow the below procedure Open + DMS--->open sales order---->click on edit --->add the item---> click on save---> + click on dc --->add the item---->click on save---->click on invoice--->add + the item-->click on save for removing the item open sales invoice--->delete + the item-->click on ok--->open the Dc delete the item--->click on ok----> + open the order--->delete the item-->click on ok + utter_Support ticket-182_2: + - text: nan + utter_Support ticket-182_3: + - text: nan + utter_Support ticket-183_1: + - text: We have explained the process of how change the bill to address in Sales + order module through the remote session Sales order module------>click on + create------->click on bill to address------------->select address -------save + utter_Support ticket-183_2: + - text: nan + utter_Support ticket-183_3: + - text: nan + utter_Support ticket-184_1: + - text: We have explained how to extend series in credit note module through remote + session Open DMS--->Go to the credit note module---->Click on the three + dots--->Click on the series option--->Click on the CN series--->Extend the + series---->Save + utter_Support ticket-184_2: + - text: nan + utter_Support ticket-184_3: + - text: nan + utter_Support ticket-185_1: + - text: We have explained how to remove the item quantity in GRN through the remote + session GRN module------->click on particular GRN ----->click on items ----->click + on view details for particular item----->change the quantity---------->save + utter_Support ticket-185_2: + - text: nan + utter_Support ticket-185_3: + - text: nan + utter_Support ticket-186_1: + - text: We have explained how to check cash buckets in Mobil dashboards through + the remote session Mobil dashboards------->check cash buckets + utter_Support ticket-186_2: + - text: nan + utter_Support ticket-186_3: + - text: nan + utter_Support ticket-187_1: + - text: We have explained how to change the ship from address in DC through the + remote session Sales order module ------>particular order------->click on + create DC ------>click on ship from------>change the ship from-------->save + utter_Support ticket-187_2: + - text: nan + utter_Support ticket-187_3: + - text: nan + utter_Support ticket-188_1: + - text: We have explained how add address in Customer through the remote session Customer + module----->particular customer------->click on contacts-------->click on + address------>click on plus symbol------>add address----->save + utter_Support ticket-188_2: + - text: nan + utter_Support ticket-188_3: + - text: nan + utter_Support ticket-189_1: + - text: We have explained how to create GRN through the remote session Purchase + order----->particular order----->click on create GRN------>add item quantity-------->save + utter_Support ticket-189_2: + - text: nan + utter_Support ticket-189_3: + - text: nan + utter_Support ticket-190_1: + - text: We have explained how apply date filter in Mobil dashboards through the + remote session Mobil dashboards------>click on date filter------>click on + custom range date----->select dates------->save + utter_Support ticket-190_2: + - text: nan + utter_Support ticket-190_3: + - text: nan + utter_Support ticket-191_1: + - text: We have explained how to add GST NO in customer module through the remote + session Customer module--------->click on contacts-----------> click on + GSTIN details--------->click on plus symbol---------->add GST No -------->save + utter_Support ticket-191_2: + - text: nan + utter_Support ticket-191_3: + - text: nan + utter_Support ticket-192_1: + - text: We have explained the process of GEO tagging for the Customer through + the remote session Customer module---->select customer---->click on contacts----->click + on address---->click on 3 dots------>click on GEO tagging------>save + utter_Support ticket-192_2: + - text: nan + utter_Support ticket-192_3: + - text: nan + utter_Support ticket-193_1: + - text: We have explained how to add TAX group in Sales invoice through the remote + session Sales invoice------->particular invoice------------->click on edit--------->click + on discount--------->click on Tax group-------->change Tax group-------->save + utter_Support ticket-193_2: + - text: nan + utter_Support ticket-193_3: + - text: nan + utter_Support ticket-194_1: + - text: We have explained how to add MRP in DC through the remote session DC + module------>particular DC -------->click on Items MRP ---------->click on + MRP------->add MRP-------->save + utter_Support ticket-194_2: + - text: nan + utter_Support ticket-194_3: + - text: nan + utter_Support ticket-195_1: + - text: We have explained how to take print in Debit note through the remote session Debit + note------->particular debit note------>click on print widget-------->select + template------>click on update template------>click on print + utter_Support ticket-195_2: + - text: nan + utter_Support ticket-195_3: + - text: nan + utter_Support ticket-196_1: + - text: As discussed request you to contact your admin for unlock request you + to follow the below procedure Open DMS--->open employee module--->select + particular employee---->click on access control widget--->click on unlock + --->click on ok + utter_Support ticket-196_2: + - text: nan + utter_Support ticket-196_3: + - text: nan + utter_Support ticket-197_1: + - text: We have explained how to check non geo tagging customers in DMS Follow + the below procedure to check non geo tagging customers Open DMS--->Click + on the dashboards button--->Click on the drop down mobil dashboards--->Click + on the customer location dashboard widget --->Check geo tag customers and + non geo tag customers in that widget + utter_Support ticket-197_2: + - text: nan + utter_Support ticket-197_3: + - text: nan + utter_Support ticket-198_1: + - text: We have explained how to check geo tagging customers in DMS Follow the + below procedure to check geo tagging customers Open DMS--->Click on the dashboards + button--->Click on the drop down Mobil dashboards--->Click on the customer + location dashboard widget --->Check geo tag customers and non geo tag customers + in that widget + utter_Support ticket-198_2: + - text: nan + utter_Support ticket-198_3: + - text: nan + utter_Support ticket-199_1: + - text: We have explained the process of adding quantity and removing quantity + in sales order request you to check the same Follow the below procedure Open + DMS---->Go to the sales order module--->Open the sales order---->Go to the + details widget---->Go to the items---->Click on the three dots and edit the + item---->Add quantity remove quantity---->Save + utter_Support ticket-199_2: + - text: nan + utter_Support ticket-199_3: + - text: nan + utter_Support ticket-200_1: + - text: We have explained how to take print in Debit note through the remote session Debit + note------->particular debit note------>click on print widget-------->select + template------>click on update template------>click on print + utter_Support ticket-200_2: + - text: nan + utter_Support ticket-200_3: + - text: nan + utter_Support ticket-201_1: + - text: We have explained how to add the GSTIN number to the existing customer + through remote session Request you to follow the below procedure Open DMS--->open + customers module---->open particular customer--->click on contacts widget--->click + on GSTIN---->click on symbol--->add the number--->enter mandatory fields--->click + on save + utter_Support ticket-201_2: + - text: nan + utter_Support ticket-201_3: + - text: nan + utter_Support ticket-202_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open DMS--->open + employee module--->click on Access control--->click on invite user--->enter + Hi--->click on send one message will be sent to particular mail --->click + on that link create the ID password + utter_Support ticket-202_2: + - text: nan + utter_Support ticket-202_3: + - text: nan + utter_Support ticket-203_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open DMS--->open + employee module--->click on Access control--->click on invite user--->enter + Hi--->click on send one message will be sent to particular mail --->click + on that link create the ID password + utter_Support ticket-203_2: + - text: nan + utter_Support ticket-203_3: + - text: nan + utter_Support ticket-204_1: + - text: We have explained how to delete the item in DC through the remote session Sales + order ----->particular order-------->click on transactions-------->click delivery + challan no------->click on edit------->click on delete symbol which you want + to delete the item----------->save + utter_Support ticket-204_2: + - text: nan + utter_Support ticket-204_3: + - text: nan + utter_Support ticket-205_1: + - text: We have explained the process of creation of new customer through remote + session Request you to follow the below procedure Open DMS--->Open customer + module--->Click on create--->Enter all the mandatory fields--->Click on save--->The + customer will be created with lead stage--->Open that customer--->Click on + stages--->Click on confirmed stage + utter_Support ticket-205_2: + - text: nan + utter_Support ticket-205_3: + - text: nan + utter_Support ticket-206_1: + - text: We have explained how to change the stages in purchase order through the + remote session purchase order-------->particular order--------->click on + stages--------->change the stage + utter_Support ticket-206_2: + - text: nan + utter_Support ticket-206_3: + - text: nan + utter_Support ticket-207_1: + - text: We have explained how to search invoices in the sales invoice module in + DMS goto the sales invoice module--> search the invoice number on the search + bar + utter_Support ticket-207_2: + - text: nan + utter_Support ticket-207_3: + - text: nan + utter_Support ticket-208_1: + - text: We have explained how delete item in DC through the remote session Sales + order ----->particular order-------->click on transactions-------->click delivery + challan no------->click on edit------->click on delete symbol which you want + to delete the item----------->save + utter_Support ticket-208_2: + - text: nan + utter_Support ticket-208_3: + - text: nan + utter_Support ticket-209_1: + - text: We have explained how to search invoices in the sales invoice module in + DMS goto the sales invoice module--> search the invoice number on the search + bar + utter_Support ticket-209_2: + - text: nan + utter_Support ticket-209_3: + - text: nan + utter_Support ticket-210_1: + - text: We have explained how to add the GSTIN number to the existing customer + through remote session Request you to follow the below procedure Open DMS--->Open + customers module---->Open particular customer--->Click on contacts widget--->Click + on GSTIN details sub widget---->Click on symbol--->Add the number--->Click + on save + utter_Support ticket-210_2: + - text: nan + utter_Support ticket-210_3: + - text: nan + utter_Support ticket-211_1: + - text: We have explained how to check and download the Stock movement log report + through the remote session click on reports tab------>search Stock movement + log report---->click on 3 dots------->download + utter_Support ticket-211_2: + - text: nan + utter_Support ticket-211_3: + - text: nan + utter_Support ticket-212_1: + - text: We have explained the process of how to take print in sales invoices sales + invoices module ----> select particular invoice----->click on print button---->click + on print + utter_Support ticket-212_2: + - text: nan + utter_Support ticket-212_3: + - text: nan + utter_Support ticket-213_1: + - text: We have explained the process of creating AR ON BOARDING in DMS through + remote session Open DMS---->Click on the portal branch ---->Switch to + Mobil primary--->Click on the apps option--->Click on the no group option---->Click + on the AR on boarding---->Click on the create option---->Check your available + points---->Select items which you need---->Save + utter_Support ticket-213_2: + - text: nan + utter_Support ticket-213_3: + - text: nan + utter_Support ticket-214_1: + - text: We have explained the process of downloading the customer master Report + through remote session Request you to follow the below procedure Open DMS--->Click + on reports--->search with the name customer master--->data will be opened--->click + on 3 dots at the top of the screen--->Click on download--->One notification + will be sent at notification icon--->click on that --->The data will be opened + in Excel sheet + utter_Support ticket-214_2: + - text: nan + utter_Support ticket-214_3: + - text: nan + utter_Support ticket-215_1: + - text: We have explained how to extended the series for the Receipts module through + the remote session Receipts ------>click on 3 dots -------->click on series---->click + on active Receipts --------->click on edit symbol------>change the dates-----save + utter_Support ticket-215_2: + - text: nan + utter_Support ticket-215_3: + - text: nan + utter_Support ticket-216_1: + - text: Creation of new employee follow the below procedure Open DMS--->Go + to the employee module--->Click on the create option--->Fill all the mandatory + fields--->Click on the MOBIL tags--->Select employee type and employee category--->Click + on the add new address--->Fill the address details--->Save--->Click on the + access control widget--->Click on the invite user option--->Received link + through mail id---->Click on the link--->Create new password--->Save + utter_Support ticket-216_2: + - text: nan + utter_Support ticket-216_3: + - text: nan + utter_Support ticket-218_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-218_2: + - text: nan + utter_Support ticket-218_3: + - text: nan + utter_Support ticket-219_1: + - text: We have explained the process of changing the old to the new manager for + customers in DMS Follow the below procedures 1 Open DMS--->Go to the + change manager module--->Click on the create option--->Fill in the details--->Save--->Confirm 2 customer + module--then select customer--edit the sale manager s name to the required + employee and save to reflect in his login + utter_Support ticket-219_2: + - text: nan + utter_Support ticket-219_3: + - text: nan + utter_Support ticket-220_1: + - text: We have explained how to enable the sellable in items module through the + remote session Item module------->particular item-------->click on general + settings------->click general settings on pencil symbol------->enable the + sellable------>save + utter_Support ticket-220_2: + - text: nan + utter_Support ticket-220_3: + - text: nan + utter_Support ticket-221_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-221_2: + - text: nan + utter_Support ticket-221_3: + - text: nan + utter_Support ticket-222_1: + - text: We have explained the process of Geo tagging through remote session Request + you to follow the below procedure Open DMS---> Open particular customer--->Click + on contacts widget--->Click on Address Sub Widget--->Click on 3 dots--->Click + on Geo tagging--->Search the address--->Click on save + utter_Support ticket-222_2: + - text: nan + utter_Support ticket-222_3: + - text: nan + utter_Support ticket-223_1: + - text: We have explained how to add contact point in customers module through + the remote session Customer module--------->click on contacts----------->click + on plus symbol near by contact point----------->add contact name------>contact + number------>click on verify------>entre otp------->add designation------->save + utter_Support ticket-223_2: + - text: nan + utter_Support ticket-223_3: + - text: nan + utter_Support ticket-224_1: + - text: We have explained how to download and check the Stock repot through the + remote session click on reports tab------>search Stock report---->click + on branch----->select branch------->click on Lob------>select lob------>add + item--------->click on 3 dots----->download + utter_Support ticket-224_2: + - text: nan + utter_Support ticket-224_3: + - text: nan + utter_Support ticket-225_1: + - text: We have explained the process of downloading the customer master report Request + you to follow the below procedure Open DMS--->Click on reports--->Search + with customer master--->Click on 3 dots--->click on download--->click on notification + Icon--->click on that--->Reports will be opened in Excel + utter_Support ticket-225_2: + - text: nan + utter_Support ticket-225_3: + - text: nan + utter_Support ticket-226_1: + - text: We have explained how to search customer name in customer module through + the remote session Customer module-------->click on search --------->enter + customer name + utter_Support ticket-226_2: + - text: nan + utter_Support ticket-226_3: + - text: nan + utter_Support ticket-228_1: + - text: We have explained the process of creating GRN in DMS through remote session Open + DMS--->Go to purchase order--->Search the order in search column--->Open the + order--->Click on the create GRN option--->Check the items you received--->Save--->Click + on the create invoice option--->Check the unit price and items--->Save + utter_Support ticket-228_2: + - text: nan + utter_Support ticket-228_3: + - text: nan + utter_Support ticket-229_1: + - text: We have explained how to change tags to customers through the remote session Customer + module--------->particular customer------->click on tags-------->click on + plus symbol--------->select tags------->save + utter_Support ticket-229_2: + - text: nan + utter_Support ticket-229_3: + - text: nan + utter_Support ticket-230_1: + - text: We have explained the process of adding follower for the existing customer + in DMS through remote session Open DMS--->Go to the customer module--->Open + the customer--->Go to the details widget--->Go to the followers sub widget--->Click + on the symbol--->Add the name--->Save + utter_Support ticket-230_2: + - text: nan + utter_Support ticket-230_3: + - text: nan + utter_Support ticket-231_1: + - text: We have explained how to upload a Sales Opportunity File in the integrator + module through the remote session Integrator module------>click on 3 dots----->click + on Portability Providers-------->serach sales opportunity------->click on + import data--------->click on master data-------->choose file------>save + utter_Support ticket-231_2: + - text: nan + utter_Support ticket-231_3: + - text: nan + utter_Support ticket-232_1: + - text: Please clear your browser history and follow the process of Geo-tagging + for customers Open DMS--->Customer module--->select customer--->click on + contacts--->click on address--->click on 3 dots--->click on Geotagging--->save please + check the below-attached video to clear the Mobil App cache and request to + geo-tag the custom address and let us know if any difficulty + utter_Support ticket-232_2: + - text: nan + utter_Support ticket-232_3: + - text: nan + utter_Support ticket-233_1: + - text: We have explained the process of extending the series in vouchers through + remote session Follow the below procedure Open DMS--->Go to the Journals + module--->Click on the three dots--->Click on the vouchers option--->Again + click on the three dots beside create option--->Click on the series--->Extend + the date--->Save + utter_Support ticket-233_2: + - text: nan + utter_Support ticket-233_3: + - text: nan + utter_Support ticket-234_1: + - text: We have explained the process of creating partners in DMS through remote + session Request you follow the below procedure Open DMS--->Open the partners + module--->Click on create--->Select the partners details--->Enter the company + name Contact person name Mobile number--->Select the Designation--->Select + the MOBIL tags--->Click on save + utter_Support ticket-234_2: + - text: nan + utter_Support ticket-234_3: + - text: nan + utter_Support ticket-235_1: + - text: We have explained the process of checking geo tagging for customers in + DMS please follow this procedure Open DMS--->Go to the reports--->Search + the report PCI customers--->Click on the report--->Check the column name GPS + Captured--->In that column you can able to see Geo tagging customers list + utter_Support ticket-235_2: + - text: nan + utter_Support ticket-235_3: + - text: nan + utter_Support ticket-236_1: + - text: We have explained the process of removing item from GRN in DMS through + remote session Please follow the below procedure Open DMS--->Go to the + GRN module--->Search the GRN with GRN number--->Click on the GRN--->Click + on the edit option--->Go tp the items--->Click on the remove option--->Click + on the ok option--->Click on save + utter_Support ticket-236_2: + - text: nan + utter_Support ticket-236_3: + - text: nan + utter_Support ticket-237_1: + - text: We have explained how to renewal MBC MCC Leads through the remote session MBC + MCC leads module------->click on 3 dots --------->click on create renewal---------->select + organization---------->click on workshop type--------->select workshop type-------->click + on Proposed Category -------->select Proposed Category ------------>select + Agreement Start date-------------->select Agreement end date-------->save + utter_Support ticket-237_2: + - text: nan + utter_Support ticket-237_3: + - text: nan + utter_Support ticket-238_1: + - text: We have explained how to extended the series for the Sales order module + as follows Sales order------>click on 3 dots -------->click on series---->click + on active Sales order--------->click on edit symbol------>change the dates-----save + utter_Support ticket-238_2: + - text: nan + utter_Support ticket-238_3: + - text: nan + utter_Support ticket-239_1: + - text: Regarding geo tagging for customers in DMS please follow this procedure Open + DMS--->Go to the reports--->Search the report PCI customers--->Click on the + report--->Check the column name GPS Captured--->In that column you can able + to see Geo tagging customers list + utter_Support ticket-239_2: + - text: nan + utter_Support ticket-239_3: + - text: nan + utter_Support ticket-240_1: + - text: We have explained the process of checking ledger balance in DMS through + remote session Open DMS--->Go to the ledger module--->Search the customer + name--->Click on the customer--->Apply date filter--->Click on the three dots--->Download--->Check + the data + utter_Support ticket-240_2: + - text: nan + utter_Support ticket-240_3: + - text: nan + utter_Support ticket-242_1: + - text: We have explained the process of downloading the geotagging list customers + through remote session Request you to follow the below procedure Open DMS--->Click + on MobilDashboards--->Click on customer locations--->Click on geotagging--->Check + the list of customers + utter_Support ticket-242_2: + - text: nan + utter_Support ticket-242_3: + - text: nan + utter_Support ticket-243_1: + - text: We have explained how to extended the series for the DC module through + the remote session DC ------>click on 3 dots -------->click on series---->click + on active DC --------->click on edit symbol------>change the dates-----save + utter_Support ticket-243_2: + - text: nan + utter_Support ticket-243_3: + - text: nan + utter_Support ticket-244_1: + - text: We have explained how extended dates for GSTIN in Customers module through + the remote session Customer module------>search particular customer-------click + on contacts------->click on GSTIN Details-------->click on 3dots right of + GST NO ----------->click on edit-------->change from date------->change To + date-------->save + utter_Support ticket-244_2: + - text: nan + utter_Support ticket-244_3: + - text: nan + utter_Support ticket-245_1: + - text: We have explained the process of GEO tagging the customer location through + the remote session Customer module---->select customer---->click on contacts----->click + on address---->click on 3 dots------>click on GEO tagging------>save + utter_Support ticket-245_2: + - text: nan + utter_Support ticket-245_3: + - text: nan + utter_Support ticket-246_1: + - text: We have explained the process Creating new series in DC through remote + session Open DMS--->Go to the DC module--->Click on the three dots beside + create option--->Click on the series option--->Click on the button top of + the right corner--->Fill all the mandatory fields--->Click on save + utter_Support ticket-246_2: + - text: nan + utter_Support ticket-246_3: + - text: nan + utter_Support ticket-247_1: + - text: We have explained the process of transferring the stock through remote + session Request you to follow the below procedure Open DMS--->Open DC module--->click + on 3 dots--->click on internal transfer--->click on create--->Enter all the + mandatory fields select the items--->click on save + utter_Support ticket-247_2: + - text: nan + utter_Support ticket-247_3: + - text: nan + utter_Support ticket-248_1: + - text: Open DMS--->Customer module select customer click on contacts widget click + on address click on 3 dots click on Geotagging >save please check the + below-attached video to clear the Mobil App cache and request to geo-tag the + custom address and let us know if any difficulty + utter_Support ticket-248_2: + - text: nan + utter_Support ticket-248_3: + - text: nan + utter_Support ticket-249_1: + - text: We have explained the process of adding GSTN number for existing customer + in DMS through remote session Open DMS--->Go to the customer module--->Click + on the contact widget--->Click on the GST details sub widget--->Click on the symbol--->Add + GST number--->Click on the save + utter_Support ticket-249_2: + - text: nan + utter_Support ticket-249_3: + - text: nan + utter_Support ticket-250_1: + - text: As discussed we have explained how to change the salesperson name for + the customers by using the change Manager Module Change module----->click + on create-----> select LOB---->select old manager----->select new manager------>save------->click + on confirm + utter_Support ticket-250_2: + - text: nan + utter_Support ticket-250_3: + - text: nan + utter_Support ticket-251_1: + - text: We have explained the process of checking the stock movement log report + through remote session Request you to follow the below procedure Open DMS--->Click + on reports--->Search with the stock movement log report--->Click on filter--->Apply + the date Branch Item--->Click on apply + utter_Support ticket-251_2: + - text: nan + utter_Support ticket-251_3: + - text: nan + utter_Support ticket-252_1: + - text: We have observed that the above mobile number is not working from next + time please mention correct mobile number to contact you For customer GEO + tagging report please follow the below procedure Open DMS--->Go to the + Mobil dashboards--->Click on the Mobil dashboards--->Check the customer location + dashboard--->Click on the customer location dashboard--->Check the Geo tag + and non geo tag customers + utter_Support ticket-252_2: + - text: nan + utter_Support ticket-252_3: + - text: nan + utter_Support ticket-253_1: + - text: We have explained the process of how to create Sales return through the + remote session Sales invoice module------->particular invoice --------->click + on create return--------->delete the item which you don t return------->save + utter_Support ticket-253_2: + - text: nan + utter_Support ticket-253_3: + - text: nan + utter_Support ticket-254_1: + - text: We have explained the process of changing Invoice stage partial to complete + in DMS request you to follow the below procedure Open DMS--->Go to the + Purchase invoice module--->Click on the invoice--->Click on the stages option--->Click + on the completed stage--->Click on the save + utter_Support ticket-254_2: + - text: nan + utter_Support ticket-254_3: + - text: nan + utter_Support ticket-255_1: + - text: We have explained the process of checking non geo tagging customer list + in DMS through remote session Open DMS--->Go to the Mobil Dashboards--->Click + on the customer location dashboard--->View the widgets geo tag non geo tag + customers--->Click on the view list symbol--->Check the list of customers + utter_Support ticket-255_2: + - text: nan + utter_Support ticket-255_3: + - text: nan + utter_Support ticket-256_1: + - text: We have explained the process of changing DC stage partial to void in + DMS through remote session Open DMS--->Go to the DC module--->Open the + particular DC--->Click on the stages--->Click on the void option--->Click + on the save + utter_Support ticket-256_2: + - text: nan + utter_Support ticket-256_3: + - text: nan + utter_Support ticket-257_1: + - text: We have explained how to change role in Employee module through the remote + session Employee module--------->particular employee------>click on official------->click + on role------->click on 3dots------->click on edit--------->select role--------->save + utter_Support ticket-257_2: + - text: nan + utter_Support ticket-257_3: + - text: nan + utter_Support ticket-258_1: + - text: We have explained the process of Checking monthly wise workshop volumes + through remote session Request you to follow the below procedure Open DMS--->Click + on reports---> Search with Monthly wise workshop volumes--->Click on date + filter--->Apply the dates--->Check the report + utter_Support ticket-258_2: + - text: nan + utter_Support ticket-258_3: + - text: nan + utter_Support ticket-259_1: + - text: We have explained how add item in DC through the remote session Sales + order ----->particular order-------->click on transactions-------->click delivery + challan no------->click on edit------->click on plus symbol ------>add item------------>save + utter_Support ticket-259_2: + - text: nan + utter_Support ticket-259_3: + - text: nan + utter_Support ticket-260_1: + - text: We have explained how to check and download the Mobil Maharaja 2023 AL + employee report through the remote session click on reports tab------>search + Mobil Maharaja 2022 report---->click on 3 dots------->download + utter_Support ticket-260_2: + - text: nan + utter_Support ticket-260_3: + - text: nan + utter_Support ticket-261_1: + - text: We have explained how to add for GSTIN number in Customers module through + the remote session Customer module------>search particular customer-------click + on contacts------->click on GSTIN Details-------->click on plus symbol----->add + GST NO---->save + utter_Support ticket-261_2: + - text: nan + utter_Support ticket-261_3: + - text: nan + utter_Support ticket-262_1: + - text: We have explained the process of adding the Item quantity for approval + stage order through remote session Request you to follow the below procedure Open + DMS--->Open the particular Invoice--->Click on stages--->Click on Active stage--->Click + on Details widget--->Click on edit--->Add the item quantity--->Click on save--->Click + on transaction widget--->Click on DC --->Click on edit--->Add the item quantity--->Click + on save--->Then again open invoice--->Click on edit--->Add the item quantity--->Click + on save + utter_Support ticket-262_2: + - text: nan + utter_Support ticket-262_3: + - text: nan + utter_Support ticket-263_1: + - text: We have explained how to create renewal for MBC MCC LEADS through the + remote session MBC MCC LEADS module------->click 3dots ----------->click + create renewal--------->select organization------->add from date-------->add + end date-------save + utter_Support ticket-263_2: + - text: nan + utter_Support ticket-263_3: + - text: nan + utter_Support ticket-264_1: + - text: We have explained the process of checking the stock movement log report + through remote session Request you to follow the below procedure Open DMS--->Click + on reports--->Search with the stock movement log report--->Click on filter--->Apply + the date Branch Item--->Click on apply + utter_Support ticket-264_2: + - text: nan + utter_Support ticket-264_3: + - text: nan + utter_Support ticket-265_1: + - text: We have explained the process of checking the stock movement log report + through remote session Request you to follow the below procedure Open DMS--->Click + on reports--->Search with the stock movement log report--->Click on filter--->Apply + the date Branch Item--->Click on apply + utter_Support ticket-265_2: + - text: nan + utter_Support ticket-265_3: + - text: nan + utter_Support ticket-266_1: + - text: We have explained how to cancel the E- invoice in module through the remote + session E - invoice module------->select e-invoice number------->click on + cancel e-invoice-------->enter description------>save + utter_Support ticket-266_2: + - text: nan + utter_Support ticket-266_3: + - text: nan + utter_Support ticket-267_1: + - text: We have explained how to check the GEO tagging customer report through + the remote session Mobil dashboards---->click on customer locations------>GEO + Tagging customers link----->click on 3dots------>click on download + utter_Support ticket-267_2: + - text: nan + utter_Support ticket-267_3: + - text: nan + utter_Support ticket-268_1: + - text: We have explained the process of checking the Purchase Order pending Report + through remote session Request you to follow the below procedure Open DMS---> + Click on reports---> Search with Purchase order pending---> Click on filter---> + Apply the dates---> Click On refresh--->Check the data + utter_Support ticket-268_2: + - text: nan + utter_Support ticket-268_3: + - text: nan + utter_Support ticket-269_1: + - text: We have explained how to create AR Onboarding items in module through + the remote session AR Onboarding module-------->click on create------->add + items--------->click on checkout------------->save + utter_Support ticket-269_2: + - text: nan + utter_Support ticket-269_3: + - text: nan + utter_Support ticket-270_1: + - text: As discussed we have explained how to change the salesperson name for + the customers by using the change Manager Module Change module----->click + on create-----> select LOB---->select old manager----->select new manager------>save------->click + on confirm + utter_Support ticket-270_2: + - text: nan + utter_Support ticket-270_3: + - text: nan + utter_Support ticket-271_1: + - text: We have explained the process of adding the GSTIN number to the particular + customer through remote session Request you to fallow the below procedure Open + DMS--->Open Customer module--->Click on contacts widget--->Click on edit--->Add + the GSTIN number--->Click on save + utter_Support ticket-271_2: + - text: nan + utter_Support ticket-271_3: + - text: nan + utter_Support ticket-272_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-272_2: + - text: nan + utter_Support ticket-272_3: + - text: nan + utter_Support ticket-273_1: + - text: We have observed that the Geo tagging customers are reflecting on your + portal Please follow the below procedure Open DMS--->Go to the reports--->Search + the report PCI customers--->Click on the report--->Check the column name GPS + Captured--->In that column you can able to see Geo tagging customers list + utter_Support ticket-273_2: + - text: nan + utter_Support ticket-273_3: + - text: nan + utter_Support ticket-274_1: + - text: We have explained the process of GEO tagging the customer location through + the remote session Customer module---->select customer---->click on contacts----->click + on address---->click on 3 dots------>click on GEO tagging------>save To check + the geotagging customers please check on mobil dashboards for customer location + widget + utter_Support ticket-274_2: + - text: nan + utter_Support ticket-274_3: + - text: nan + utter_Support ticket-275_1: + - text: We have explained the process of how to create Sales return through the + remote session Sales invoice module------->particular invoice --------->click + on create return--------->delete the item which you don t return------->save + utter_Support ticket-275_2: + - text: nan + utter_Support ticket-275_3: + - text: nan + utter_Support ticket-276_1: + - text: We have explained how to add the manager in managers followers for the + employee through the remote session Employee module---->select particular + employee---->click on details------>click on manager followers----->click + on plus symbol---->add manager followers---->save + utter_Support ticket-276_2: + - text: nan + utter_Support ticket-276_3: + - text: nan + utter_Support ticket-277_1: + - text: We have explained how to add for GSTIN number in Customers module through + the remote session Customer module------>search particular customer-------click + on contacts------->click on GSTIN Details-------->click on plus symbol----->add + GST NO---->save + utter_Support ticket-277_2: + - text: nan + utter_Support ticket-277_3: + - text: nan + utter_Support ticket-278_1: + - text: We have explained how to change the stages in Dc through the remote session Dc + module -------->particular DC-------->click on stages--------->change the + stage + utter_Support ticket-278_2: + - text: nan + utter_Support ticket-278_3: + - text: nan + utter_Support ticket-279_1: + - text: We have explained how to download and check the PCI Invoice report through + the remote session click on the reports tab------>search PCI Invoice report---->click + on 3 dots----->download + utter_Support ticket-279_2: + - text: nan + utter_Support ticket-279_3: + - text: nan + utter_Support ticket-280_1: + - text: We have explained how to add LOB tags to customer through the remote session Customer + module----->particular customer----->click on details------>click on LOB tags------->click + on plus symbol------>select tags-------->save + utter_Support ticket-280_2: + - text: nan + utter_Support ticket-280_3: + - text: nan + utter_Support ticket-281_1: + - text: We have explained the process of rejecting the customer through remote + session Request you to follow the below procedure Open DMS--->Open Customer + module---> Select particular customer--->Click on stages--->Click on rejected The + Rejected stage customer will be reflecting in Customer Master data report + but the customer will not load while creating any order + utter_Support ticket-281_2: + - text: nan + utter_Support ticket-281_3: + - text: nan + utter_Support ticket-282_1: + - text: We have explained how to create a Login ID and password through the remote + session Employee module------>click on access control-------->click on + invite user-------->send the message as Hi-------->save + utter_Support ticket-282_2: + - text: nan + utter_Support ticket-282_3: + - text: nan + utter_Support ticket-283_1: + - text: We have explained the process of adding the Mobile number to the Employee + through remote session Request you to follow the below procedure Open DMS--->Open + Employees module--->Click on Edit--->Add the mobile number--->Click on save--->Click + on contacts widget--->Click on 3 dots--->Click on set as default which number + you want to use as login user ID + utter_Support ticket-283_2: + - text: nan + utter_Support ticket-283_3: + - text: nan + utter_Support ticket-284_1: + - text: We have explained how to check stock movement log through the remote session Reports + tab------>search stock movement log------>click on dynamic filters---->select + branch---->click on apply + utter_Support ticket-284_2: + - text: nan + utter_Support ticket-284_3: + - text: nan + utter_Support ticket-285_1: + - text: As discussed For customer GEO tagging report please follow the below + procedure Open DMS--->Go to the Mobil dashboards--->Click on the Mobil + dashboards--->Check the customer location dashboard--->Click on the customer + location dashboard--->Check the Geo tag and non geo tag customers + utter_Support ticket-285_2: + - text: nan + utter_Support ticket-285_3: + - text: nan + utter_Support ticket-286_1: + - text: We have explained the process of checking stock in stock report in DMS + please follow the below procedure Open DMS--->Go to the reports--->Search + the report in Search column--->Click on the report--->Search SKU in Search + column--->Check the stock + utter_Support ticket-286_2: + - text: nan + utter_Support ticket-286_3: + - text: nan + utter_Support ticket-287_1: + - text: We have explained the process of creating receipts in DMS please follow + the below procedure Open DMS--->Go to receipts module--->Click on the + create option--->Select organization name--->Fill all the mandatory fields--->Save + utter_Support ticket-287_2: + - text: nan + utter_Support ticket-287_3: + - text: nan + utter_Support ticket-288_1: + - text: We have explained how to create a service item in DMS through remote session Open + DMS--->Go to the items module--->Click on the create option--->Click on the + create new product--->Fill all the mandatory fields--->Click on the save--->Give + item name--->Fill all the mandatory fields--->Click on the save + utter_Support ticket-288_2: + - text: nan + utter_Support ticket-288_3: + - text: nan + utter_Support ticket-289_1: + - text: As discussed the MHP Q1 2023 reports are in the development We will + let you to know once it is done Request you to follow the below procedure + for finding the MHP Q1 Q2 Q3 Q4 2022 reports Open the DMS--->Click on + Reports---> Search with MHP Q1 2022--->Then your able to view the data + utter_Support ticket-289_2: + - text: nan + utter_Support ticket-289_3: + - text: nan + utter_Support ticket-290_1: + - text: We have explained how to change the customer stage from lead to confirm + through the remote session Customer module----->select particular customer----->click + on stages button--->select confirmed + utter_Support ticket-290_2: + - text: nan + utter_Support ticket-290_3: + - text: nan + utter_Support ticket-291_1: + - text: We have explained how to check stock report in DMS through remote session Please + follow the below procedure Open DMS--->Go to the reports--->Search the + stock report in search column--->Click on the report--->Search the SKU number + in search column--->Check the stock for particular item in DMS + utter_Support ticket-291_2: + - text: nan + utter_Support ticket-291_3: + - text: nan + utter_Support ticket-292_1: + - text: We have explained the process of changing manager through remote session + in DMS Follow the below procedure Open DMS--->Go to the change manager + module--->Click on the create option--->Select LOB--->Select old manager and + new manager--->Save + utter_Support ticket-292_2: + - text: nan + utter_Support ticket-292_3: + - text: nan + utter_Support ticket-293_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on + the three dots beside create option--->Click on the series option--->Click + on the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-293_2: + - text: nan + utter_Support ticket-293_3: + - text: nan + utter_Support ticket-294_1: + - text: We have observed that the MHP Q1 2023 data reflecting in your portal Request + you to check the same Request you to follow the below procedure Open DMS--->click + on Reports--->Click on MHP reports-->click on filter---> search with Q1 2023--->Click + on apply + utter_Support ticket-294_2: + - text: nan + utter_Support ticket-294_3: + - text: nan + utter_Support ticket-295_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on + the three dots beside create option--->Click on the series option--->Click + on the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-295_2: + - text: nan + utter_Support ticket-295_3: + - text: nan + utter_Support ticket-296_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on + the three dots beside create option--->Click on the series option--->Click + on the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-296_2: + - text: nan + utter_Support ticket-296_3: + - text: nan + utter_Support ticket-297_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-297_2: + - text: nan + utter_Support ticket-297_3: + - text: nan + utter_Support ticket-298_1: + - text: We have explained how to change role in Employee module through the remote + session Employee module--------->particular employee------>click on official------->click + on role------->click on 3dots------->click on edit--------->select role--------->save + utter_Support ticket-298_2: + - text: nan + utter_Support ticket-298_3: + - text: nan + utter_Support ticket-299_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-299_2: + - text: nan + utter_Support ticket-299_3: + - text: nan + utter_Support ticket-300_1: + - text: We have explained the process of change manager widget in DMS through + remote session Please follow the below procedure Open DMS--->Go to the + change manager module--->Click on the create option--->Select the LOB--->Select + the old manager and new manager names--->Click on the save option--->Click + on the confirm button + utter_Support ticket-300_2: + - text: nan + utter_Support ticket-300_3: + - text: nan + utter_Support ticket-301_1: + - text: We have explained the process of how to add role to new employee in DMS + through remote session Open DMS--->Go to the employee module--->Select + the employee name--->Click on the official widget--->Go to the roles sub-widget--->Click + on the symbol--->Select the role for the employee--->Click on the save + utter_Support ticket-301_2: + - text: nan + utter_Support ticket-301_3: + - text: nan + utter_Support ticket-302_1: + - text: We have explained the process of geo tagging for customers in DMS please + follow the below procedure Open DMS--->Go to the customer module--->Click + on the customer--->Click on the contacts widget--->Click on the address sub-widget--->Click + on the three dots--->Click on the geo tagging option--->Adjust the customer + address--->Click on the save + utter_Support ticket-302_2: + - text: nan + utter_Support ticket-302_3: + - text: nan + utter_Support ticket-303_1: + - text: We have explained the process of creation of new employee through remote + session Request you to follow the below procedure Open the DMS--->Open + employee Module--->Click on create--->enter all mandatory fields which are + in red colour --->Click on save--->Click on stages--->Click onboard--->click + on access control widget--->Click on invite user--->One msg will we sent to + the employee email ID--->click on that--->create the password and the user + ID + utter_Support ticket-303_2: + - text: nan + utter_Support ticket-303_3: + - text: nan + utter_Support ticket-304_1: + - text: We have explained the process of adding Mobil LOB tags for the particular + customers in DMS please follow the below procedure Open DMS--->Go to the + customers module--->Open the customer name--->Click on the customer--->Click + on the details widget--->Click on the LOB tags sub-widget--->Click on the + add symbol--->Select the RTS suitable tags--->Click on the save + utter_Support ticket-304_2: + - text: nan + utter_Support ticket-304_3: + - text: nan + utter_Support ticket-305_1: + - text: We have explained how to download and check the PCI customer report through + the remote session click on the reports tab------>search PCI customer report---->click + on 3 dots----->download + utter_Support ticket-305_2: + - text: nan + utter_Support ticket-305_3: + - text: nan + utter_Support ticket-306_1: + - text: We have explained the process of creation of new employee through remote + session Request you to follow the below procedure Open the DMS--->Open employee + Module--->Click on create--->enter all mandatory fields which are in red colour + --->Click on save--->Click on stages--->Click onboard--->click on access control + widget--->Click on invite user--->One msg will we sent to the employee email + ID--->click on that--->create the password and the user ID + utter_Support ticket-306_2: + - text: nan + utter_Support ticket-306_3: + - text: nan + utter_Support ticket-307_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-307_2: + - text: nan + utter_Support ticket-307_3: + - text: nan + utter_Support ticket-308_1: + - text: We have observed through remote session that your able to save the sales + return Request you to follow the below procedure Open the DMS--->Open + the sales return module--->Click on series---> Click on that--->extend the + dates--->Click on save + utter_Support ticket-308_2: + - text: nan + utter_Support ticket-308_3: + - text: nan + utter_Support ticket-309_1: + - text: We have explained the process of updating phone number for particular + customer in DMS please follow the below procedure Open DMS--->Go to the + customer module--->Select the customer--->Go to the contacts widget--->Click + on the phone sub widget--->Click on the button--->update the phone number--->Click + on the save + utter_Support ticket-309_2: + - text: nan + utter_Support ticket-309_3: + - text: nan + utter_Support ticket-310_1: + - text: We have explained how to check the GEO tagging customer report through + the remote session Mobil dashboards---->click on customer locations------>GEO + Tagging customers link----->click on 3dots------>click on download + utter_Support ticket-310_2: + - text: nan + utter_Support ticket-310_3: + - text: nan + utter_Support ticket-311_1: + - text: We have explained the process of creating partner in partner module Request + you to follow the below procedure Open DMS--->Go the partners module--->Open + the module--->Click on the create option--->Fill all the mandatory filed--->Click + on the save--->Change the stage name to confirm + utter_Support ticket-311_2: + - text: nan + utter_Support ticket-311_3: + - text: nan + utter_Support ticket-312_1: + - text: We have explained the process of rejecting customer in DMS request you + to follow the below procedure Open DMS--->Go to the customer module--->Open + the customer--->Click on the stages--->Change the stage to reject--->Click + on the save + utter_Support ticket-312_2: + - text: nan + utter_Support ticket-312_3: + - text: nan + utter_Support ticket-313_1: + - text: As discussed request you to contact your admin to extend the series in + employee module Please follow the below procedure to extend the series Open + DMS--->Go to the employee module--->Click on the three dots--->Click on the + series option--->Select the employee series--->Extend the series for to date--->Click + on the save + utter_Support ticket-313_2: + - text: nan + utter_Support ticket-313_3: + - text: nan + utter_Support ticket-314_1: + - text: We have explained how add item in DC through the remote session Sales + order ----->particular order-------->click on transactions-------->click delivery + challan no------->click on edit------->click on plus symbol ------>add item------------>save + utter_Support ticket-314_2: + - text: nan + utter_Support ticket-314_3: + - text: nan + utter_Support ticket-315_1: + - text: We have explained the process of extending series in DC module Please + follow the below procedure Open DMS--->Go to the DC module--->Click on + the three dots beside the Create button--->Click on the series option--->Click + on the DC series--->Click on the pencil button--->Extend the series--->Click + on the save option + utter_Support ticket-315_2: + - text: nan + utter_Support ticket-315_3: + - text: nan + utter_Support ticket-316_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on active + utter_Support ticket-316_2: + - text: nan + utter_Support ticket-316_3: + - text: nan + utter_Support ticket-317_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on active + utter_Support ticket-317_2: + - text: nan + utter_Support ticket-317_3: + - text: nan + utter_Support ticket-318_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on active + utter_Support ticket-318_2: + - text: nan + utter_Support ticket-318_3: + - text: nan + utter_Support ticket-319_1: + - text: We have explained the process of extending series in Mobil opportunity + module Please follow the below procedure Open DMS--->Go to the opportunity + module--->Click on the three dots beside the Create button--->Click on the + series option--->Click on the series--->Click on the pencil button--->Extend + the series--->Click on the save option + utter_Support ticket-319_2: + - text: nan + utter_Support ticket-319_3: + - text: nan + utter_Support ticket-320_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-320_2: + - text: nan + utter_Support ticket-320_3: + - text: nan + utter_Support ticket-321_1: + - text: We have tried to reach you multiple times over the call Request you + to follow the below procedure for Item reconciliation Open DMS--->Open Item + reconciliation module---> Click on create --->select LOB---> enter ref no--->Enter + the branch name---> Add the items---> enable the pieces enter the physical + available pieces --->Click on save--->click on stages--->Click on reconcile + stage + utter_Support ticket-321_2: + - text: nan + utter_Support ticket-321_3: + - text: nan + utter_Support ticket-322_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-322_2: + - text: nan + utter_Support ticket-322_3: + - text: nan + utter_Support ticket-323_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on active + utter_Support ticket-323_2: + - text: nan + utter_Support ticket-323_3: + - text: nan + utter_Support ticket-324_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-324_2: + - text: nan + utter_Support ticket-324_3: + - text: nan + utter_Support ticket-325_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-325_2: + - text: nan + utter_Support ticket-325_3: + - text: nan + utter_Support ticket-326_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on active + utter_Support ticket-326_2: + - text: nan + utter_Support ticket-326_3: + - text: nan + utter_Support ticket-327_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-327_2: + - text: nan + utter_Support ticket-327_3: + - text: nan + utter_Support ticket-328_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-328_2: + - text: nan + utter_Support ticket-328_3: + - text: nan + utter_Support ticket-329_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-329_2: + - text: nan + utter_Support ticket-329_3: + - text: nan + utter_Support ticket-330_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-330_2: + - text: nan + utter_Support ticket-330_3: + - text: nan + utter_Support ticket-331_1: + - text: Please follow the below procedure to generate credit notes in DMS Open + DMS--->Go go to the offers module--->Select the offer on period which you + want to generate credit notes---->Click on the more option--->Click on the + finalize option--->Fill all the mandatory fields--->Click on the save + utter_Support ticket-331_2: + - text: nan + utter_Support ticket-331_3: + - text: nan + utter_Support ticket-332_1: + - text: We have explained the process of downloading purchase invoice data report + in DMS through remote session Follow the below procedure Open DMS--->Go + to the reports--->Search the report name in search column--->Click on the + report--->Click on the three dots--->Click on the download option + utter_Support ticket-332_2: + - text: nan + utter_Support ticket-332_3: + - text: nan + utter_Support ticket-333_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-333_2: + - text: nan + utter_Support ticket-333_3: + - text: nan + utter_Support ticket-334_1: + - text: Request you to follow the below procedure for item reconciliation Open + DMS--->Open Item reconciliation module---> Click on create --->select LOB---> + Enter ref no--->Enter the branch name---> Add the items---> Click on save--->Click + on stages--->Click on reconcile + utter_Support ticket-334_2: + - text: nan + utter_Support ticket-334_3: + - text: nan + utter_Support ticket-335_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-335_2: + - text: nan + utter_Support ticket-335_3: + - text: nan + utter_Support ticket-336_1: + - text: We have explained the process of checking geo tagging non geo tagging + customers in DMS request you to follow the below procedure Open DMS--->Go + to the Mobil Dashboards--->Click on the customer location dashboards--->View + geo tagging customers non geo tagging customers + utter_Support ticket-336_2: + - text: nan + utter_Support ticket-336_3: + - text: nan + utter_Support ticket-337_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-337_2: + - text: nan + utter_Support ticket-337_3: + - text: nan + utter_Support ticket-338_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-338_2: + - text: nan + utter_Support ticket-338_3: + - text: nan + utter_Support ticket-339_1: + - text: We have tried to reach you over the call but your not answering the call Request + you to follow the below procedure for Item reconciliation Open DMS--->Open + Item reconciliation module---> Click on create --->select LOB---> enter ref + no--->Enter the branch name---> Add the items---> enable the pieces enter + the physical available pieces --->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-339_2: + - text: nan + utter_Support ticket-339_3: + - text: nan + utter_Support ticket-340_1: + - text: We have explained the process of updating address for distributor portal + branch Request you to follow the below procedure Open DMS--->Go to the + company module--->Click on three dots--->Go to the warehouse--->Click on the + Address sub-widget--->Click on edit option---Update the address--->Click on + the save + utter_Support ticket-340_2: + - text: nan + utter_Support ticket-340_3: + - text: nan + utter_Support ticket-341_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-341_2: + - text: nan + utter_Support ticket-341_3: + - text: nan + utter_Support ticket-342_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-342_2: + - text: nan + utter_Support ticket-342_3: + - text: nan + utter_Support ticket-343_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-343_2: + - text: nan + utter_Support ticket-343_3: + - text: nan + utter_Support ticket-344_1: + - text: As discussed request you to clear your browser cache and check Request + you to follow the below procedure for Item reconciliation Open DMS--->Open + Item reconciliation module---> Click on create --->select LOB---> enter ref + no--->Enter the branch name---> Add the items---> enable the pieces enter + the physical available pieces --->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-344_2: + - text: nan + utter_Support ticket-344_3: + - text: nan + utter_Support ticket-345_1: + - text: We have explained the process of Item reconciliation through remote session Request + you to follow the below procedure Open DMS--->Open Item reconciliation module---> + Click on create --->select LOB---> enter ref no--->Enter the branch name---> + Add the items---> Click on save--->click on stages--->Click on reconcile + utter_Support ticket-345_2: + - text: nan + utter_Support ticket-345_3: + - text: nan + utter_Support ticket-346_1: + - text: We have explained the process of Item reconciliation Request you to follow + the below procedure Open DMS--->Open Item reconciliation module---> Click + on create --->select LOB---> enter ref no--->Enter the branch name---> Add + the items---> enable the pieces--->Click on save--->click on stages--->Click + on reconcile stage + utter_Support ticket-346_2: + - text: nan + utter_Support ticket-346_3: + - text: nan + utter_Support ticket-347_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-347_2: + - text: nan + utter_Support ticket-347_3: + - text: nan + utter_Support ticket-348_1: + - text: As discussed request you to give the segment tax for the customer Request + you to follow the below procedure Open DMS--->Open Customer module--->Click + on details---->Click on LOB tags--->click on plus button--->Add the tags--->click + on save + utter_Support ticket-348_2: + - text: nan + utter_Support ticket-348_3: + - text: nan + utter_Support ticket-349_1: + - text: We have explained the process of creating offer FOC item in DMS Please + follow the below procedure Open DMS--->Go go to the offers module--->Click + on the create option--->Fill all the mandatory fields--->Click on the save--->Again + go to offer which you have created and open the offer--->Go to the plan sub-widget--->Click + on the button to add the plan plan items FOC items--->Click on the save + utter_Support ticket-349_2: + - text: nan + utter_Support ticket-349_3: + - text: nan + utter_Support ticket-350_1: + - text: We have explained the process of extending the series for Debit note through + remote session Request you to follow the below procedure Open DMS--->Open + Debit note module--->Click on 3dots--->click on series--->Click on edit--->Extend + the dates--->Click on save + utter_Support ticket-350_2: + - text: nan + utter_Support ticket-350_3: + - text: nan + utter_Support ticket-351_1: + - text: We have observed through remote session that your able to take the print + in one page Request you to follow the below procedure Open DMS--->Open + Sales invoice module--->Click on print---> Click on more settings---> click + on custom--->Enter the value 90 + utter_Support ticket-351_2: + - text: nan + utter_Support ticket-351_3: + - text: nan + utter_Support ticket-352_1: + - text: We have explained how to change role in Employee module through the remote + session Employee module--------->particular employee------>click on official------->click + on role------->click on 3dots------->click on edit--------->select role--------->save + utter_Support ticket-352_2: + - text: nan + utter_Support ticket-352_3: + - text: nan + utter_Support ticket-353_1: + - text: We have explained the process of checking the Geo tagging customer report explained + how to delete the documents in MBC MCC LEADS through remote session Request + you to follow the below procedure Open DMS---> Click on Dashboards--->Click + on Mobil dashboards---> Click on Customer locations---> click on the Geo tagging + customers--->Click on 3 dots--->click on download---> The report will be opened + in Excel Open MBC MCC LEADS module--->click on particular workshop--->click + on documents widget--->Click on plus symbol--->delete the old documents upload + the new documents--->click on save + utter_Support ticket-353_2: + - text: nan + utter_Support ticket-353_3: + - text: nan + utter_Support ticket-354_1: + - text: We have explained the process of adding service item in purchase invoice + through the remote session Request you to follow the below procedure Open + DMS--->Go to the invoice module--->Open invoice--->Click on the add item--->Select + item which is reflecting in dropdown--->Click on the save + utter_Support ticket-354_2: + - text: nan + utter_Support ticket-354_3: + - text: nan + utter_Support ticket-355_1: + - text: We have explained how to add EB name in Mobil opportunity through the + remote session Mobil opportunity module----->search particular opportunity--------->click + on edit---------->select EB name------->save + utter_Support ticket-355_2: + - text: nan + utter_Support ticket-355_3: + - text: nan + utter_Support ticket-356_1: + - text: We have explained how download and check the Stock repot through the remote + session click on reports tab------>search Stock report---->click on branch----->select + branch------->click on Lob------>select lob------>add item--------->click + on 3 dots----->download + utter_Support ticket-356_2: + - text: nan + utter_Support ticket-356_3: + - text: nan + utter_Support ticket-357_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-357_2: + - text: nan + utter_Support ticket-357_3: + - text: nan + utter_Support ticket-358_1: + - text: We have explained how to add item in DC through the remote session Sales + order ----->particular order-------->click on transactions-------->click delivery + challan no------->click on edit------->click on plus symbol ------>add item------------>save + utter_Support ticket-358_2: + - text: nan + utter_Support ticket-358_3: + - text: nan + utter_Support ticket-359_1: + - text: We have observed that the MHP Q1 2023 data reflecting in your portal Request + you to check the same Request you to follow the below procedure Open DMS--->click + on Reports--->Click on MHP reports-->click on filter---> search with Q1 2023--->Click + on apply + utter_Support ticket-359_2: + - text: nan + utter_Support ticket-359_3: + - text: nan + utter_Support ticket-360_1: + - text: We have explained the process of creating the sales order with FOC Items + through remote session Request you to follow the below procedure Open + DMS--->Open sales order module--->click on create----> Select the customer + name--->Select the items FOC items --> Give the discount--->Enter all mandatory + fields--->click on save--->Click on create DC--->Click on save--->Then click + on create Invoice + utter_Support ticket-360_2: + - text: nan + utter_Support ticket-360_3: + - text: nan + utter_Support ticket-361_1: + - text: We have observed through remote session that your able to create the AR + onboarding Request you to follow the below procedure Open DMS--->click + on Branch--->Switch to Mobil primary--->click on Apps--->click on no group--->Click + on AR onboarding--->click on create--->enter the Quantity--->Click on check + out + utter_Support ticket-361_2: + - text: nan + utter_Support ticket-361_3: + - text: nan + utter_Support ticket-362_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open DMS--->open + employee module--->click on Access control--->click on invite user--->enter + Hi--->click on send one message will be sent to particular mail --->click + on that link create the ID password + utter_Support ticket-362_2: + - text: nan + utter_Support ticket-362_3: + - text: nan + utter_Support ticket-363_1: + - text: We have explained the process enabling item MRP in DMS through the remote + session Please follow the below procedure Open DMS--->Go to the items + module--->Search the item with the SKU--->Click on the item--->Go to the general + settings---->Edit the item--->Enable the item--->Click on the save + utter_Support ticket-363_2: + - text: nan + utter_Support ticket-363_3: + - text: nan + utter_Support ticket-364_1: + - text: We have explained the process of extending the series in DMS please request + you to follow the below procedure Open DMS--->Go to module--->Click on + the three dots--->Click on the series option--->Click on the series edit option---> + Extend the series date--->Click on the save + utter_Support ticket-364_2: + - text: nan + utter_Support ticket-364_3: + - text: nan + utter_Support ticket-365_1: + - text: We have explained the process on how to assign the GST number for the + customer through Remote session Customer module------>search particular + customer------>click on contacts---->click on GSTIN------>click on plus + symbol ---->add GST no------>save + utter_Support ticket-365_2: + - text: nan + utter_Support ticket-365_3: + - text: nan + utter_Support ticket-366_1: + - text: We have explained how to check the Non GEO tagging customer report Mobil + dashboards---->click on customer locations------>GEO Tagging customers report + ----->click on 3dots------>click on download + utter_Support ticket-366_2: + - text: nan + utter_Support ticket-366_3: + - text: nan + utter_Support ticket-367_1: + - text: As discussed request you to contact your admin to extend the series in + the opportunity module Please follow the below procedure to extend the series Open + DMS--->Go to the opportunity module--->Click on the three dots--->Click on + the series option--->Select the opportunity series--->Extend the series for + to date--->Click on the save + utter_Support ticket-367_2: + - text: nan + utter_Support ticket-367_3: + - text: nan + utter_Support ticket-368_1: + - text: We have explained how to change stage from confirmed to rejected stage + for customer through the remote session customer module------->search particular + customer-------->click on stages------>click on rejected + utter_Support ticket-368_2: + - text: nan + utter_Support ticket-368_3: + - text: nan + utter_Support ticket-369_1: + - text: We have explained how to download and check the PCI Invoice report through + the remote session click on the reports tab------>search PCI Invoice report---->click + on 3 dots----->download + utter_Support ticket-369_2: + - text: nan + utter_Support ticket-369_3: + - text: nan + utter_Support ticket-370_1: + - text: We have explained how to check the GEO tagging customer report please + follow the below process Mobil dashboards---->click on customer locations------>GEO + Tagging customers link----->click on 3dots------>click on download + utter_Support ticket-370_2: + - text: nan + utter_Support ticket-370_3: + - text: nan + utter_Support ticket-371_1: + - text: We have explained the process of checking the Geo tagging customer report + through remote session Request you to follow the below procedure Open + DMS---> Click on Dashboards--->Click on Mobil dashboards---> Click on Customer + locations---> click on the Geo tagging customers--->Click on 3 dots--->click + on download---> The report will be opened in Excel + utter_Support ticket-371_2: + - text: nan + utter_Support ticket-371_3: + - text: nan + utter_Support ticket-372_1: + - text: We have explained the process of checking the Geo tagging customer report + through remote session Request you to follow the below procedure Open DMS---> + Click on Dashboards--->Click on Mobil dashboards---> Click on Customer locations---> + click on the Geo tagging customers--->Click on 3 dots--->click on download---> + The report will be opened in Excel + utter_Support ticket-372_2: + - text: nan + utter_Support ticket-372_3: + - text: nan + utter_Support ticket-373_1: + - text: We have explained the process of checking month wise workshop volume report + in DMS please follow the below procedure Open DMS--->Go to the report--->Search + the report name in search column--->Click on the report--->Check with the + customer name--->Click on the three dots--->Click on the download option + utter_Support ticket-373_2: + - text: nan + utter_Support ticket-373_3: + - text: nan + utter_Support ticket-374_1: + - text: We have explained the process of series extending in sales order through + remote session Open DMS--->Go to the sales order module--->Click on the + three dots beside the create option---->Click on the series option--->Click + on the sales order series--->Click on the pencil button--->Extend the dates--->Click + on the save + utter_Support ticket-374_2: + - text: nan + utter_Support ticket-374_3: + - text: nan + utter_Support ticket-375_1: + - text: Follow this procedure Open DMS--->Go to the reports--->Search the report + PCI customers--->Click on the report--->Check the column name GPS Captured--->In + that column you can able to see Geotagging customers list + utter_Support ticket-375_2: + - text: nan + utter_Support ticket-375_3: + - text: nan + utter_Support ticket-376_1: + - text: We have explained the process Creating new series in DC through remote + session Open DMS--->Go to the DC module--->Click on the three dots beside + create option--->Click on the series option--->Click on the button top of + the right corner--->Fill all the mandatory fields--->Click on save + utter_Support ticket-376_2: + - text: nan + utter_Support ticket-376_3: + - text: nan + utter_Support ticket-377_1: + - text: We have explained the process of unlocking the employee id in DMS through + remote session Open DMS--->Go to the employee module--->Open the employee + login--->Go to the access control widget--->Click on the unlock option--->Click + on the ok + utter_Support ticket-377_2: + - text: nan + utter_Support ticket-377_3: + - text: nan + utter_Support ticket-378_1: + - text: We have observed that the MHP Q1 2023 data reflecting in your portal Request + you to follow the below procedure Open DMS--->Click on reports--->Open Mobil + hero program reports--->Click on filter symbol--->enter Q1 2023--->Click on + apply + utter_Support ticket-378_2: + - text: nan + utter_Support ticket-378_3: + - text: nan + utter_Support ticket-379_1: + - text: We have observed that the MHP Q1 2023 data reflecting in your portal Request + you to follow the below procedure Open DMS--->Click on reports--->Open Mobil + hero program reports--->Click on filter symbol--->enter Q1 2023--->Click on + apply + utter_Support ticket-379_2: + - text: nan + utter_Support ticket-379_3: + - text: nan + utter_Support ticket-380_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-380_2: + - text: nan + utter_Support ticket-380_3: + - text: nan + utter_Support ticket-382_1: + - text: We have explained how to check RTS Points Comparison report Reports + tab------>Search RTS Points Comparison------->Click on 3 dots----->click on + download + utter_Support ticket-382_2: + - text: nan + utter_Support ticket-382_3: + - text: nan + utter_Support ticket-383_1: + - text: We have explained how to check Detail volume payout report Reports tab------>Search + Detail volume payout ------->Click on 3 dots----->click on download + utter_Support ticket-383_2: + - text: nan + utter_Support ticket-383_3: + - text: nan + utter_Support ticket-384_1: + - text: We have explained how to extended the series for the Sales order module + through the remote session Sales order ------>click on 3 dots -------->click + on series---->click on active Sales order --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-384_2: + - text: nan + utter_Support ticket-384_3: + - text: nan + utter_Support ticket-385_1: + - text: We have observed that the MHP Q1 2023 data reflecting in your portal Request + you to follow the below procedure Open DMS--->Click on reports--->Open Mobil + hero program reports--->Click on filter symbol--->enter Q1 2023--->Click on + apply + utter_Support ticket-385_2: + - text: nan + utter_Support ticket-385_3: + - text: nan + utter_Support ticket-386_1: + - text: As we discussed we have explained how to change the DSR name for the + customers by using the change Manager Module through the remote session change + manager module----->click on create-----> select LOB---->select old manager----->select + new manager------>save------->click on confirm + utter_Support ticket-386_2: + - text: nan + utter_Support ticket-386_3: + - text: nan + utter_Support ticket-387_1: + - text: We have explained the process of changing the sales manger name to the + particular customer through remote session Request you to follow the below + procedure Open DMS--->Open Customer module--->Click on details widget-->click + on sales manager--->Click on 3 dots--->click on edit--->assign new manager--->click + on save + utter_Support ticket-387_2: + - text: nan + utter_Support ticket-387_3: + - text: nan + utter_Support ticket-388_1: + - text: We have explained the process of checking the stock movement log report Request + you to follow the below procedure Open DMS--->Click on reports--->Search + with stock movement log --->open that --->Check the stock + utter_Support ticket-388_2: + - text: nan + utter_Support ticket-388_3: + - text: nan + utter_Support ticket-389_1: + - text: We have observed that the MHP Q1 2023 data reflecting in your portal Request + you to follow the below procedure Open DMS--->Click on reports--->Open Mobil + hero program reports--->Click on filter symbol--->enter Q1 2023--->Click on + apply + utter_Support ticket-389_2: + - text: nan + utter_Support ticket-389_3: + - text: nan + utter_Support ticket-390_1: + - text: As discussed request you to contact your admin for View access for employee + module request you to follow the below procedure Employee module------>click + on 3dots------->click on permission------->select role----->click on view------->click + on NONE to manager + utter_Support ticket-390_2: + - text: nan + utter_Support ticket-390_3: + - text: nan + utter_Support ticket-391_1: + - text: We have explained the process of extending the series for sale invoice + in DMS Request you to follow the below procedure Open DMS--->Open sale + invoice module--->Click on 3dots--->click on series--->Click on edit--->Extend + the dates--->Click on save + utter_Support ticket-391_2: + - text: nan + utter_Support ticket-391_3: + - text: nan + utter_Support ticket-392_1: + - text: We have observed through remote session that the GST number reflecting + in the Sales invoice print Request you to follow the below procedure to add + the GST number in the Address widget Open DMS--->open particular customer----->Click + on contacts--->Click on address--->edit GST--->Add GSt number--->Click on + save + utter_Support ticket-392_2: + - text: nan + utter_Support ticket-392_3: + - text: nan + utter_Support ticket-393_1: + - text: We have explained the process of changing the sales manger name to the + particular customer through remote session Request you to follow the below + procedure Open DMS--->Open Customer module--->Click on details widget-->click + on sales manager--->Click on 3 dots--->click on edit--->assign new manager--->click + on save + utter_Support ticket-393_2: + - text: nan + utter_Support ticket-393_3: + - text: nan + utter_Support ticket-394_1: + - text: We have explained how to extended the series for the Mobil Opportunity + module through the remote session Mobil Opportunity module ------>click + on 3 dots -------->click on series---->click on active Mobil Opportunity --------->click + on edit symbol------>change the dates-----save + utter_Support ticket-394_2: + - text: nan + utter_Support ticket-394_3: + - text: nan + utter_Support ticket-395_1: + - text: Please follow the below procedure to generate credit notes in DMS Open + DMS--->Go go to the offers module--->Select the offer on period which you + want to generate credit notes---->Click on the more option--->Click on the + finalize option--->Fill all the mandatory fields--->Click on the save + utter_Support ticket-395_2: + - text: nan + utter_Support ticket-395_3: + - text: nan + utter_Support ticket-396_1: + - text: We have explained the process of downloading the geotagging report Request + you to follow the below procedure Open DMS--->Click on Dashboards--->Click + on Mobil dashboards--->click on customer locations--->download the report + utter_Support ticket-396_2: + - text: nan + utter_Support ticket-396_3: + - text: nan + utter_Support ticket-397_1: + - text: We have explained the process of extending series in sales order Please + follow the below procedure Open DMS--->Go to the sales order module--->Click + on the three dots--->Click on the series option--->Click on the pencil button--->Extend + the series date--->Click on the save + utter_Support ticket-397_2: + - text: nan + utter_Support ticket-397_3: + - text: nan + utter_Support ticket-398_1: + - text: We have observed that the MHP Q1 2023 data reflecting in your portal Request + you to follow the below procedure Open DMS--->Click on reports--->Open Mobil + hero program reports--->Click on filter symbol--->enter Q1 2023--->Click on + apply + utter_Support ticket-398_2: + - text: nan + utter_Support ticket-398_3: + - text: nan + utter_Support ticket-399_1: + - text: We have explained how to extended the series for the Employee module through + the remote session Employee module ------>click on 3 dots -------->click + on series---->click on active Employee --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-399_2: + - text: nan + utter_Support ticket-399_3: + - text: nan + utter_Support ticket-400_1: + - text: We have explained how to create the E- invoice in Sales invoice module + through the remote session Sales invoice module----->select particular invoice--------->click + on E-invoice button------->select GST invoice type------->save + utter_Support ticket-400_2: + - text: nan + utter_Support ticket-400_3: + - text: nan + utter_Support ticket-401_1: + - text: We have explained how to extended the series for the Sales order module + through the remote session Sales order ------>click on 3 dots -------->click + on series---->click on active Sales order --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-401_2: + - text: nan + utter_Support ticket-401_3: + - text: nan + utter_Support ticket-402_1: + - text: We have explained how to check and download Quarter Wise Workshop Volumes + report Reports tab------>Search Quarter Wise Workshop Volumes------->Click + on 3 dots----->click on download + utter_Support ticket-402_2: + - text: nan + utter_Support ticket-402_3: + - text: nan + utter_Support ticket-403_1: + - text: We have explained how to extended the series for the Purchase invoice + module Request you to follow the below procedure Purchase invoice module------>click + on 3 dots -------->click on series---->click on active Purchase invoice of + particular portal --------->click on edit symbol------>change the dates-----save + utter_Support ticket-403_2: + - text: nan + utter_Support ticket-403_3: + - text: nan + utter_Support ticket-404_1: + - text: We have explained the process of unlock the employee login in DMS through + remote session follow the below procedure Open DMS--->Go to the employee + module--->Click on the employee name--->Click on the access control option--->Click + on the unlock option--->Click on the OK + utter_Support ticket-404_2: + - text: nan + utter_Support ticket-404_3: + - text: nan + utter_Support ticket-405_1: + - text: We have explained process of checking the Detailed volume payout report Request + you to follow the below procedure Open DMS--->Click on Reports--->Search + with detailed volume payout report + utter_Support ticket-405_2: + - text: nan + utter_Support ticket-405_3: + - text: nan + utter_Support ticket-406_1: + - text: We have explained how to extended the series for the Customer module through + the remote session Customer module ------>click on 3 dots -------->click + on series---->click on active Customer --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-406_2: + - text: nan + utter_Support ticket-406_3: + - text: nan + utter_Support ticket-407_1: + - text: We have explained the process of updating email address for particular + employee in DMS follow the below procedure Open DMS---->Go to the employee + module--->Click on the employee--->Go to the contact widget--->Click on the + email sub-widget--->Click on the three dots--->Click on the edit option--->Update + the email--->Click on the save + utter_Support ticket-407_2: + - text: nan + utter_Support ticket-407_3: + - text: nan + utter_Support ticket-408_1: + - text: We have explained how to check the GEO tagging customer report through + the remote session Mobil dashboards---->click on customer locations------>GEO + Tagging customers link----->click on 3dots------>click on download + utter_Support ticket-408_2: + - text: nan + utter_Support ticket-408_3: + - text: nan + utter_Support ticket-409_1: + - text: We have explained the process of extending series in DMS through remote + session Follow the below procedure Open DMS--->Go to the Customers module--->Click + on the three dots--->Click on the series option--->Click on the pencil button--->Extend + the to date--->Click on the save + utter_Support ticket-409_2: + - text: nan + utter_Support ticket-409_3: + - text: nan + utter_Support ticket-410_1: + - text: We have explained the process of checking the MHP Q1 2023 IL reports Request + you to follow the procedure Open DMS--->Click on reports--->Search with + Mobil hero program--->Click on IL reports--->click on Q1 2023--->The data + will reflect + utter_Support ticket-410_2: + - text: nan + utter_Support ticket-410_3: + - text: nan + utter_Support ticket-411_1: + - text: We have explained the process of creating the AR onboarding points Request + you to follow the below procedure Open DMS--->Click on branch--->Switch + to primary--->Click on apps--->click on apps--->click on no groups---> click + on the AR onboarding--->click on create --->select the organization --->there + will be 11 items--->select those--->click on check out + utter_Support ticket-411_2: + - text: nan + utter_Support ticket-411_3: + - text: nan + utter_Support ticket-412_1: + - text: We have explained the process of creating new password to the new employee + in DMS follow the below procedure Open DMS--->Go to the employee module--->Click + on the access control--->Click on the invite user---->Received a link through + mail which is given for employee mail--->Click on the link--->Create new password--->Click + on the save + utter_Support ticket-412_2: + - text: nan + utter_Support ticket-412_3: + - text: nan + utter_Support ticket-413_1: + - text: We have explained the process of extending the series for employees through + remote session Request you to follow the below procedure Open DMS--->Open + employees module--->Click on 3dots--->click on series--->Click on edit--->Extend + the dates--->Click on save + utter_Support ticket-413_2: + - text: nan + utter_Support ticket-413_3: + - text: nan + utter_Support ticket-414_1: + - text: We have explained the process of checking geo tagging non geo tagging + customers in DMS through remotes session Follow the below procedure Open + DMS--->Go to the Mobil Dashboards--->Click on the customer location dashboards--->Check + the geo tagging non geo tagging customers + utter_Support ticket-414_2: + - text: nan + utter_Support ticket-414_3: + - text: nan + utter_Support ticket-415_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open + DMS--->open employee module--->click on Access control--->click on invite + user--->enter Welcome to Bizgaze--->click on send one message will be sent + to particular mail --->click on that link create the ID password + utter_Support ticket-415_2: + - text: nan + utter_Support ticket-415_3: + - text: nan + utter_Support ticket-416_1: + - text: We have explained how to extended the series for the Sales invoice module Request + you to follow the below procedure Sales invoice module------>click on 3 + dots -------->click on series---->click on active Sales invoice of particular + portal --------->click on edit symbol------>change the dates-----save + utter_Support ticket-416_2: + - text: nan + utter_Support ticket-416_3: + - text: nan + utter_Support ticket-417_1: + - text: Pease follow the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on + the three dots beside create option--->Click on the series option--->Click + on the button top of the right corner--->Fill all the mandatory fields--->Click + on save follow the same for GRN Purchase Invoice Sales Order DC and + Sales invoice + utter_Support ticket-417_2: + - text: nan + utter_Support ticket-417_3: + - text: nan + utter_Support ticket-418_1: + - text: Request you to follow the below procedure Open DMS--->Open the particular + Invoice--->Click on stages--->Click on Active stage--->Click on Details widget--->Click + on edit--->Add the item quantity--->Click on save--->Click on transaction + widget--->Click on DC --->Click on edit--->Add the item quantity--->Click + on save--->Then again open invoice--->Click on edit--->Add the item quantity--->Click + on save + utter_Support ticket-418_2: + - text: nan + utter_Support ticket-418_3: + - text: nan + utter_Support ticket-419_1: + - text: We have explained the process of extending the series in sales order module + through remote session Follow the below procedure Open DMS--->Go to the + sales order module--->Click on the three dots--->Click on the series option--->Click + on the pencil button--->Extend the series to date--->Click on the save + utter_Support ticket-419_2: + - text: nan + utter_Support ticket-419_3: + - text: nan + utter_Support ticket-420_1: + - text: As discussed request you to contact your admin for unlock request you + to follow the below procedure Open DMS--->open employee module--->select + particular employee---->click on access control widget--->click on unlock + --->click on ok + utter_Support ticket-420_2: + - text: nan + utter_Support ticket-420_3: + - text: nan + utter_Support ticket-421_1: + - text: We have explained the process of extending the series in purchase order + module through remote session Follow the below procedure Open DMS--->Go + to the purchase order module--->Click on the three dots--->Click on the series + option--->Click on the pencil button--->Extend the series to date--->Click + on the save + utter_Support ticket-421_2: + - text: nan + utter_Support ticket-421_3: + - text: nan + utter_Support ticket-422_1: + - text: We have explained the process of extending the series in purchase order + module through remote session Follow the below procedure Open DMS--->Go + to the purchase order module--->Click on the three dots--->Click on the series + option--->Click on the pencil button--->Extend the series to date--->Click + on the save + utter_Support ticket-422_2: + - text: nan + utter_Support ticket-422_3: + - text: nan + utter_Support ticket-423_1: + - text: We have explained the process of changing the DSR name for particular + customer through remote session Open DMS--->Open customer module--->Open + particular customer--->Click on details widget--->click on 3 dots--->Click + on edit--->Add the new DSR name--->Click on save + utter_Support ticket-423_2: + - text: nan + utter_Support ticket-423_3: + - text: nan + utter_Support ticket-424_1: + - text: We have explained how to adjust the amount for sales return in receipts + module through the remote session Receipt module----->click on create---->select + particular customer----->Add date----->select payment mode---->select LOB----->add + adjusted amount----->click on auto adjusted-----save + utter_Support ticket-424_2: + - text: nan + utter_Support ticket-424_3: + - text: nan + utter_Support ticket-425_1: + - text: We have explained how to change the stages in Sales order through the + remote session Sales order-------->particular order--------->click on stages--------->change + the stage + utter_Support ticket-425_2: + - text: nan + utter_Support ticket-425_3: + - text: nan + utter_Support ticket-426_1: + - text: We have explained how to extended the series for the Employee module Request + you to follow the below procedure Employee module ------>click on 3 dots + -------->click on series---->click on active Employee --------->click on edit + symbol------>change the dates-----save + utter_Support ticket-426_2: + - text: nan + utter_Support ticket-426_3: + - text: nan + utter_Support ticket-427_1: + - text: We have explained how to check the Non GEO tagging customer report Mobil + dashboards---->click on customer locations------>GEO Tagging customers link----->click + on 3dots------>click on download + utter_Support ticket-427_2: + - text: nan + utter_Support ticket-427_3: + - text: nan + utter_Support ticket-428_1: + - text: We have explained how to extended the series for the Sales order module + as follows Sales order------>click on 3 dots -------->click on series---->click + on active Sales order--------->click on edit symbol------>change the dates-----save + utter_Support ticket-428_2: + - text: nan + utter_Support ticket-428_3: + - text: nan + utter_Support ticket-429_1: + - text: As discussed request you to select the filter while downloading the report Request + you to follow the below procedure Open DMS--->click on reports--->search + with Rts Settlement on invoice New--->click on filter symbol--->apply the + Q1 2023 + utter_Support ticket-429_2: + - text: nan + utter_Support ticket-429_3: + - text: nan + utter_Support ticket-430_1: + - text: We have explained the process of extending the series for the DC module + through the remote session Open DMS--->Open DC ------>click on 3 dots -------->click + on series---->click on active DC --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-430_2: + - text: nan + utter_Support ticket-430_3: + - text: nan + utter_Support ticket-431_1: + - text: We have explained the process of extending the series for the DC module + through the remote session Open DMS--->Open DC ------>click on 3 dots -------->click + on series---->click on active DC --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-431_2: + - text: nan + utter_Support ticket-431_3: + - text: nan + utter_Support ticket-432_1: + - text: We have explained how to extended the series for the DC module through + the remote session DC ------>click on 3 dots -------->click on series---->click + on active DC --------->click on edit symbol------>change the dates-----save + utter_Support ticket-432_2: + - text: nan + utter_Support ticket-432_3: + - text: nan + utter_Support ticket-433_1: + - text: We have explained the process of extending the series Request you to + follow the below procedure Open DMS--->Open sales order--->click on series--->Click + on active ---->extend the dates--->click on save + utter_Support ticket-433_2: + - text: nan + utter_Support ticket-433_3: + - text: nan + utter_Support ticket-434_1: + - text: We have explained how to extended the series for the GRN module through + the remote session GRN ------>click on 3 dots -------->click on series---->click + on active GRN--------->click on edit symbol------>change the dates-----save + utter_Support ticket-434_2: + - text: nan + utter_Support ticket-434_3: + - text: nan + utter_Support ticket-435_1: + - text: We have explained how to extended the series for the GRN module through + the remote session GRN ------>click on 3 dots -------->click on series---->click + on active GRN--------->click on edit symbol------>change the dates-----save + utter_Support ticket-435_2: + - text: nan + utter_Support ticket-435_3: + - text: nan + utter_Support ticket-436_1: + - text: We have explained the process of extending the series for the DC module + through the remote session Open DMS--->Open DC ------>click on 3 dots -------->click + on series---->click on active DC --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-436_2: + - text: nan + utter_Support ticket-436_3: + - text: nan + utter_Support ticket-437_1: + - text: We have explained how to extended the series for the GRN module through + the remote session GRN ------>click on 3 dots -------->click on series---->click + on active GRN--------->click on edit symbol------>change the dates-----save + utter_Support ticket-437_2: + - text: nan + utter_Support ticket-437_3: + - text: nan + utter_Support ticket-438_1: + - text: We have explained the process of extending the series for the DC module + through the remote session Open DMS--->Open DC ------>click on 3 dots -------->click + on series---->click on active DC --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-438_2: + - text: nan + utter_Support ticket-438_3: + - text: nan + utter_Support ticket-439_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on + the three dots beside create option--->Click on the series option--->Click + on the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-439_2: + - text: nan + utter_Support ticket-439_3: + - text: nan + utter_Support ticket-440_1: + - text: We have explained the process of changing the sales person name through + remote session Request you to follow the below procedure open DMS--->open + particular sales order---> click on contacts widget--->click on invoice--->click + on sale person name--->edit--->save + utter_Support ticket-440_2: + - text: nan + utter_Support ticket-440_3: + - text: nan + utter_Support ticket-441_1: + - text: We have tried to reach you over the call but your not responded Request + you to follow the below procedure Open DMS--->Open Employees module--->Click + on 3 dots--->Click on series--->Click on active stage series--->click on edit--->extend + the dates--->click on save + utter_Support ticket-441_2: + - text: nan + utter_Support ticket-441_3: + - text: nan + utter_Support ticket-442_1: + - text: We have explained the process of extending series in DMS through remote + session Follow the below procedure Open DMS--->Go to the purchase invoice + module--->Click on the three dots--->Click on the series option--->Click on + the pencil button--->Extend the to date--->Click on the save + utter_Support ticket-442_2: + - text: nan + utter_Support ticket-442_3: + - text: nan + utter_Support ticket-443_1: + - text: We have explained the process of extending series in DMS through remote + session Follow the below procedure Open DMS--->Go to the Customers module--->Click + on the three dots--->Click on the series option--->Click on the pencil button--->Extend + the to date--->Click on the save + utter_Support ticket-443_2: + - text: nan + utter_Support ticket-443_3: + - text: nan + utter_Support ticket-444_1: + - text: We have explained the process of extending series in DMS through remote + session Follow the below procedure Open DMS--->Go to the Customers module--->Click + on the three dots--->Click on the series option--->Click on the pencil button--->Extend + the to date--->Click on the save + utter_Support ticket-444_2: + - text: nan + utter_Support ticket-444_3: + - text: nan + utter_Support ticket-445_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-445_2: + - text: nan + utter_Support ticket-445_3: + - text: nan + utter_Support ticket-446_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to to renew all your transactional series Open DMS--->Select + the ledger module--->Click on more button--->Click on three dots on the top + right select Fiscal Years --->Click on the more button three dots on the + top right click on Renew Series Formats + utter_Support ticket-446_2: + - text: nan + utter_Support ticket-446_3: + - text: nan + utter_Support ticket-447_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-447_2: + - text: nan + utter_Support ticket-447_3: + - text: nan + utter_Support ticket-448_1: + - text: We have explained the process of checking the Workshop Q4 2022 Month wise Quarter + wise report through remote session Request you to follow the below procedure Open + DMS--->Click on reports--->click on date filter--->Apply the previous financial + year--->Click on date filter--->Click on apply--->The data will be opened + utter_Support ticket-448_2: + - text: nan + utter_Support ticket-448_3: + - text: nan + utter_Support ticket-449_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-449_2: + - text: nan + utter_Support ticket-449_3: + - text: nan + utter_Support ticket-450_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-450_2: + - text: nan + utter_Support ticket-450_3: + - text: nan + utter_Support ticket-451_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-451_2: + - text: nan + utter_Support ticket-451_3: + - text: nan + utter_Support ticket-452_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-452_2: + - text: nan + utter_Support ticket-452_3: + - text: nan + utter_Support ticket-453_1: + - text: Open DMS--->Go to the Purchase order module--->Click on the three dots + beside create option--->Click on the series option--->Click on the button + top of the right corner--->Fill all the mandatory fields--->Click on save Note please + follow the above procedure for every module if the series expires + utter_Support ticket-453_2: + - text: nan + utter_Support ticket-453_3: + - text: nan + utter_Support ticket-454_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-454_2: + - text: nan + utter_Support ticket-454_3: + - text: nan + utter_Support ticket-455_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-455_2: + - text: nan + utter_Support ticket-455_3: + - text: nan + utter_Support ticket-456_1: + - text: We have explained the process of creating the new series through remote + session explained the process of creating the New Employee through the Remote + session Request you to follow the below procedure Open DMS--->Open Employee + module--->Click on create --->Enter all mandatory fields--->click on save--->Click + on stages--->click on onboard Open DMS--->Select the ledger module--->Click + on more button--->Click on three dots on the top right select Fiscal Years + --->Click on the more button three dots on the top right click on Renew + Series Formats https vimeo com 813492095 + utter_Support ticket-456_2: + - text: nan + utter_Support ticket-456_3: + - text: nan + utter_Support ticket-457_1: + - text: We have explained the process of changing manager option in DMS through + remote session Open DMS--->Go to the change manager module--->Click on + the create option--->Fill all the mandatory fields--->Click on the save--->Move + to the confirm stage + utter_Support ticket-457_2: + - text: nan + utter_Support ticket-457_3: + - text: nan + utter_Support ticket-458_1: + - text: We have explained the process of adding the Address for particular customer Request + you to follow below procedure Open DMS--->Open particular customer---->Click + on contacts Widget--->click on plus button---->add the address--->click on + save + utter_Support ticket-458_2: + - text: nan + utter_Support ticket-458_3: + - text: nan + utter_Support ticket-459_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-459_2: + - text: nan + utter_Support ticket-459_3: + - text: nan + utter_Support ticket-460_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-460_2: + - text: nan + utter_Support ticket-460_3: + - text: nan + utter_Support ticket-461_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-461_2: + - text: nan + utter_Support ticket-461_3: + - text: nan + utter_Support ticket-462_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-462_2: + - text: nan + utter_Support ticket-462_3: + - text: nan + utter_Support ticket-463_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-463_2: + - text: nan + utter_Support ticket-463_3: + - text: nan + utter_Support ticket-464_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-464_2: + - text: nan + utter_Support ticket-464_3: + - text: nan + utter_Support ticket-465_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-465_2: + - text: nan + utter_Support ticket-465_3: + - text: nan + utter_Support ticket-466_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-466_2: + - text: nan + utter_Support ticket-466_3: + - text: nan + utter_Support ticket-467_1: + - text: We have explained the process Creating new series in sales invoice through + remote session Open DMS--->Go to the sales invoice module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-467_2: + - text: nan + utter_Support ticket-467_3: + - text: nan + utter_Support ticket-468_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats Renew Series FY 2023-24 https vimeo com + utter_Support ticket-468_2: + - text: nan + utter_Support ticket-468_3: + - text: nan + utter_Support ticket-469_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-469_2: + - text: nan + utter_Support ticket-469_3: + - text: nan + utter_Support ticket-470_1: + - text: We have explained the process of creating the series through remote session Request + you to follow the below procedure Open DMS--->Open particular module Sales + order --->click on 3 dots--->click on series--->click on plus button--->enter + all mandatory fields--->Click on save + utter_Support ticket-470_2: + - text: nan + utter_Support ticket-470_3: + - text: nan + utter_Support ticket-471_1: + - text: We have explained how create renewal for MBC MCC LEADS through the remote + session MBC MCC LEADS module------->click 3dots ----------->click create + renewal--------->select organization------->add from date-------->add end + date-------save + utter_Support ticket-471_2: + - text: nan + utter_Support ticket-471_3: + - text: nan + utter_Support ticket-472_1: + - text: We have explained the process of creating the AR onboarding points Request + you to follow the below procedure Open DMS--->Click on branch--->Switch to + primary--->Click on apps--->click on apps--->click on no groups---> click + on the AR onboarding--->click on create --->select the organization --->there + will be 10 items--->select those--->click on check out + utter_Support ticket-472_2: + - text: nan + utter_Support ticket-472_3: + - text: nan + utter_Support ticket-473_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-473_2: + - text: nan + utter_Support ticket-473_3: + - text: nan + utter_Support ticket-474_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-474_2: + - text: nan + utter_Support ticket-474_3: + - text: nan + utter_Support ticket-475_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-475_2: + - text: nan + utter_Support ticket-475_3: + - text: nan + utter_Support ticket-476_1: + - text: We have explained how to extended the series for the particular module + Sales purchase and receipts through the remote session Sales purchase + and receipts ------>click on 3 dots -------->click on series---->click on + active Sales purchase and receipts --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-476_2: + - text: nan + utter_Support ticket-476_3: + - text: nan + utter_Support ticket-477_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-477_2: + - text: nan + utter_Support ticket-477_3: + - text: nan + utter_Support ticket-478_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-478_2: + - text: nan + utter_Support ticket-478_3: + - text: nan + utter_Support ticket-479_1: + - text: As discussed request you to follow https vimeo com 813492095 this video + procedure to renew all your transactional series Open DMS--->Select the + ledger module--->Click on more button--->Click on three dots on the top right select Fiscal + Years --->Click on the more button three dots on the top right click on Renew + Series Formats + utter_Support ticket-479_2: + - text: nan + utter_Support ticket-479_3: + - text: nan + utter_Support ticket-480_1: + - text: We have explained how to change the stages in Dc through the remote session Dc + module -------->particular DC-------->click on stages--------->change the + stage + utter_Support ticket-480_2: + - text: nan + utter_Support ticket-480_3: + - text: nan + utter_Support ticket-481_1: + - text: We have explained how to extended the series for the particular module + Sales purchase and receipts through the remote session Sales purchase + and receipts ------>click on 3 dots -------->click on series---->click on + active Sales purchase and receipts --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-481_2: + - text: nan + utter_Support ticket-481_3: + - text: nan + utter_Support ticket-482_1: + - text: We have explained the process of creating the New Employee through the + Remote session Request you to follow the below procedure Open DMS--->Open + Employee module--->Click on create --->Enter all mandatory fields--->click + on save--->Click on stages--->click on onboard + utter_Support ticket-482_2: + - text: nan + utter_Support ticket-482_3: + - text: nan + utter_Support ticket-483_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-483_2: + - text: nan + utter_Support ticket-483_3: + - text: nan + utter_Support ticket-484_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-484_2: + - text: nan + utter_Support ticket-484_3: + - text: nan + utter_Support ticket-485_1: + - text: We have explained the process of changing the DSR name to the particular + Customer through remote session the DSR name will reflect for new invoices + not for old invoices Request you to follow the below procedure Open DMS--->Open + particular customer--->Click on details widget--->At Sales manager sub widget + click on 3 dots--->click on edit--->change the name--->click on save + utter_Support ticket-485_2: + - text: nan + utter_Support ticket-485_3: + - text: nan + utter_Support ticket-486_1: + - text: We have explained the process of extending series in GRN module Please + follow the below procedure Open DMS--->Go to the GRN module--->Click on the + three dots beside the Create button--->Click on the series option--->Click + on the series--->Click on the pencil button--->Extend the series--->Click + on the save option + utter_Support ticket-486_2: + - text: nan + utter_Support ticket-486_3: + - text: nan + utter_Support ticket-487_1: + - text: We have observed that the contact number is not in service request you + to mention correct number while raising a Support ticket To renew new + fiscal year series request you to follow the below procedure https vimeo + com 813492095 Open DMS--->Select the ledger module--->Click on more button--->Click + on three dots on the top right select Fiscal Years --->Click on the more + button three dots on the top right click on Renew Series Formats + utter_Support ticket-487_2: + - text: nan + utter_Support ticket-487_3: + - text: nan + utter_Support ticket-488_1: + - text: We have explained the process of creating series format manually in DMS + through the remote session Open DMS--->Go to the DC module--->Click on + the three dots--->Click onthe series option--->Open the series--->Click on + the button--->Fill all the mandatory fields--->Click on the save + utter_Support ticket-488_2: + - text: nan + utter_Support ticket-488_3: + - text: nan + utter_Support ticket-489_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-489_2: + - text: nan + utter_Support ticket-489_3: + - text: nan + utter_Support ticket-490_1: + - text: We have explained how to extended the series for the Sales invoice module Request + you to follow the below procedure Sales invoice module------>click on 3 + dots -------->click on series---->click on active Sales invoice of particular + portal --------->click on edit symbol------>change the dates-----save + utter_Support ticket-490_2: + - text: nan + utter_Support ticket-490_3: + - text: nan + utter_Support ticket-491_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-491_2: + - text: nan + utter_Support ticket-491_3: + - text: nan + utter_Support ticket-492_1: + - text: We have explained how to extended the series for the Employee module through + the remote session Employee module ------>click on 3 dots -------->click + on series---->click on active Employee --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-492_2: + - text: nan + utter_Support ticket-492_3: + - text: nan + utter_Support ticket-493_1: + - text: We have explained how to Add followers to customers through the remote + session Customer module--------->particular customer------->click on followers-------->click + on plus symbol--------->select Employee------->save + utter_Support ticket-493_2: + - text: nan + utter_Support ticket-493_3: + - text: nan + utter_Support ticket-494_1: + - text: We have explained how to extended the series for the Purchase invoice + module Request you to follow the below procedure Purchase invoice module------>click + on 3 dots -------->click on series---->click on active Purchase invoice of + particular portal --------->click on edit symbol------>change the dates-----save + utter_Support ticket-494_2: + - text: nan + utter_Support ticket-494_3: + - text: nan + utter_Support ticket-495_1: + - text: We have explained how to extended the series for the Receipt module through + the remote session Receipt module ------>click on 3 dots -------->click + on series---->click on active Receipt --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-495_2: + - text: nan + utter_Support ticket-495_3: + - text: nan + utter_Support ticket-496_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-496_2: + - text: nan + utter_Support ticket-496_3: + - text: nan + utter_Support ticket-497_1: + - text: We have explained how to extended the series for the Purchase invoice + module Request you to follow the below procedure Purchase invoice module------>click + on 3 dots -------->click on series---->click on active Purchase invoice of + particular portal --------->click on edit symbol------>change the dates-----save + utter_Support ticket-497_2: + - text: nan + utter_Support ticket-497_3: + - text: nan + utter_Support ticket-498_1: + - text: As discussed Request you to follow the below procedure https vimeo + com 813492095 Open DMS--->Select the ledger module--->Click on more button--->Click + on three dots on the top right select Fiscal Years --->Click on the more + button three dots on the top right click on Renew Series Formats + utter_Support ticket-498_2: + - text: nan + utter_Support ticket-498_3: + - text: nan + utter_Support ticket-499_1: + - text: We have explained the process on how to assign the GST number for the + customer through Remote session Customer module------>search particular + customer------>click on contacts---->click on GSTIN------>click on plus + symbol ---->add GST no------>save + utter_Support ticket-499_2: + - text: nan + utter_Support ticket-499_3: + - text: nan + utter_Support ticket-500_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-500_2: + - text: nan + utter_Support ticket-500_3: + - text: nan + utter_Support ticket-501_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-501_2: + - text: nan + utter_Support ticket-501_3: + - text: nan + utter_Support ticket-502_1: + - text: We have explained how to create manual series in Sales invoices module + through the remote session sales invoices------>click on 3 dots -------->click + on series---->add series name--------->add Applied For------>add series format-----add + starting no---->add number size---->add number prefix------>add from date---->add + end date------>save + utter_Support ticket-502_2: + - text: nan + utter_Support ticket-502_3: + - text: nan + utter_Support ticket-503_1: + - text: We have explained the process of extending series through remote session Request + you to follow the below procedure open DMS-->open Employee module--->click + on series--->click on edit---->extend the dates--->click on save + utter_Support ticket-503_2: + - text: nan + utter_Support ticket-503_3: + - text: nan + utter_Support ticket-504_1: + - text: We have explained the process of extending series in GRN module Please + follow the below procedure Open DMS--->Go to the GRN module--->Click on the + three dots beside the Create button--->Click on the series option--->Click + on the series--->Click on the pencil button--->Extend the series--->Click + on the save option + utter_Support ticket-504_2: + - text: nan + utter_Support ticket-504_3: + - text: nan + utter_Support ticket-505_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-505_2: + - text: nan + utter_Support ticket-505_3: + - text: nan + utter_Support ticket-506_1: + - text: We have explained how to create AR Onboarding items in module through + the remote session AR Onboarding module-------->click on create------->add + items--------->click on checkout------------->save + utter_Support ticket-506_2: + - text: nan + utter_Support ticket-506_3: + - text: nan + utter_Support ticket-507_1: + - text: Upon your request we have extended the customer series Please follow + the below procedure to extend the series date Open the Customer Module--> + Series--> Select the series name--> edit--> extend the date--> Save + utter_Support ticket-507_2: + - text: nan + utter_Support ticket-507_3: + - text: nan + utter_Support ticket-508_1: + - text: We have explained the process how to reject particular customer in DMS + through remote session Open DMS--->Go to the customer module--->Click + on the customer--->Click on the stages--->Click on the reject stage + utter_Support ticket-508_2: + - text: nan + utter_Support ticket-508_3: + - text: nan + utter_Support ticket-509_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-509_2: + - text: nan + utter_Support ticket-509_3: + - text: nan + utter_Support ticket-510_1: + - text: We have explained how to change role in Employee module through the remote + session Employee module--------->particular employee------>click on official------->click + on role------->click on 3dots------->click on edit--------->select role--------->save + utter_Support ticket-510_2: + - text: nan + utter_Support ticket-510_3: + - text: nan + utter_Support ticket-511_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-511_2: + - text: nan + utter_Support ticket-511_3: + - text: nan + utter_Support ticket-512_1: + - text: We have explained how to change role in Employee module through the remote + session Employee module--------->particular employee------>click on official------->click + on role------->click on 3dots------->click on edit--------->select role--------->save + utter_Support ticket-512_2: + - text: nan + utter_Support ticket-512_3: + - text: nan + utter_Support ticket-513_1: + - text: We have explained how to change role in Employee module through the remote + session Employee module--------->particular employee------>click on official------->click + on role------->click on 3dots------->click on edit--------->select role--------->save + utter_Support ticket-513_2: + - text: nan + utter_Support ticket-513_3: + - text: nan + utter_Support ticket-514_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-514_2: + - text: nan + utter_Support ticket-514_3: + - text: nan + utter_Support ticket-515_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-515_2: + - text: nan + utter_Support ticket-515_3: + - text: nan + utter_Support ticket-516_1: + - text: We have observed through remote session that your able to create the GRN + and we have explained the process of creating the New employee Request you + to follow the below procedure Open DMS--->Open Employee module--->click + on create--->enter all the mandatory fields--->click on save + utter_Support ticket-516_2: + - text: nan + utter_Support ticket-516_3: + - text: nan + utter_Support ticket-517_1: + - text: We have explained the process of extending the series for credit note + through remote session Request you to follow the below procedure Open DMS--->Open + Debit note module--->Click on 3dots--->click on series--->Click on edit--->Extend + the dates--->Click on save + utter_Support ticket-517_2: + - text: nan + utter_Support ticket-517_3: + - text: nan + utter_Support ticket-518_1: + - text: We have explained how to change the mangers in change manager module Request + you to follow the bellow procedure 1 Open DMS--->Go to the change manager + module--->Click on the create option--->Fill in the details--->Save--->Confirm + utter_Support ticket-518_2: + - text: nan + utter_Support ticket-518_3: + - text: nan + utter_Support ticket-519_1: + - text: We have observed that now you are able to create AR Onboarding in DMS + request you to check the same Please follow the below procedure Open + DMS--->Click on the branch option --->Switch to the Mobil primary--->Click + on the no group--->Click on the AR onboarding---->Click on the create option--->Fill + all the mandatory fields--->Click on the save + utter_Support ticket-519_2: + - text: nan + utter_Support ticket-519_3: + - text: nan + utter_Support ticket-520_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-520_2: + - text: nan + utter_Support ticket-520_3: + - text: nan + utter_Support ticket-521_1: + - text: We have explained the process of changing the contact point name for particular + customer through remote session Request you to follow the below procedure Open + DMS--->Open customers module---> Click on contacts widget--->Click on sub + widget contact point--->Click on the name--->Click on edit--->Click on save + utter_Support ticket-521_2: + - text: nan + utter_Support ticket-521_3: + - text: nan + utter_Support ticket-522_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-522_2: + - text: nan + utter_Support ticket-522_3: + - text: nan + utter_Support ticket-523_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-523_2: + - text: nan + utter_Support ticket-523_3: + - text: nan + utter_Support ticket-524_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-524_2: + - text: nan + utter_Support ticket-524_3: + - text: nan + utter_Support ticket-525_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-525_2: + - text: nan + utter_Support ticket-525_3: + - text: nan + utter_Support ticket-526_1: + - text: We have explained the process of downloading purchase invoice data report + in DMS through remote session Follow the below procedure Open DMS--->Go + to the reports--->Search the report name in search column--->Click on the + report--->Click on the three dots--->Click on the download option + utter_Support ticket-526_2: + - text: nan + utter_Support ticket-526_3: + - text: nan + utter_Support ticket-527_1: + - text: We have explained the process of creating the series through remote session Request + you to follow the below procedure Open DMS--->Open particular module Sales + order --->click on 3 dots--->click on series--->click on plus button--->enter + all mandatory fields--->Click on save + utter_Support ticket-527_2: + - text: nan + utter_Support ticket-527_3: + - text: nan + utter_Support ticket-528_1: + - text: We have explained how download and check the Stock repot through the remote + session click on reports tab------>search Stock report---->click on branch----->select + branch------->click on Lob------>select lob------>add item--------->click + on 3 dots----->download + utter_Support ticket-528_2: + - text: nan + utter_Support ticket-528_3: + - text: nan + utter_Support ticket-529_1: + - text: We have explained the process of creating GRN in DMS please request you + to follow the below procedure Open DMS--->Go to the purchase order--->Open + the purchase order--->Click on the create GRN option--->Check all the fields--->Click + on the save + utter_Support ticket-529_2: + - text: nan + utter_Support ticket-529_3: + - text: nan + utter_Support ticket-530_1: + - text: We have explained the process of creating new series in DMS through remote + session Follow the below procedure Open DMS--->Go to the Customers module--->Click + on the three dots--->Click on the series option--->Click on the pencil button--->Extend + the to date--->Click on the save + utter_Support ticket-530_2: + - text: nan + utter_Support ticket-530_3: + - text: nan + utter_Support ticket-531_1: + - text: We have explained how to extended the series for the particular module + Sales purchase and receipts through the remote session Sales purchase + and receipts ------>click on 3 dots -------->click on series---->click on + active Sales purchase and receipts --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-531_2: + - text: nan + utter_Support ticket-531_3: + - text: nan + utter_Support ticket-532_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats We have + explained the process of creating the series through remote session Request + you to follow the below procedure Open DMS--->Open particular module Sales + order --->click on 3 dots--->click on series--->click on plus button--->enter + all mandatory fields--->Click on save + utter_Support ticket-532_2: + - text: nan + utter_Support ticket-532_3: + - text: nan + utter_Support ticket-533_1: + - text: We have explained how to apply date filter download and check the PCI + Invoice report through the remote session click on the reports tab------>search + PCI Invoice report---->click on Filters----->select From date and To date----->click + on apply----->click on 3 dots----->download + utter_Support ticket-533_2: + - text: nan + utter_Support ticket-533_3: + - text: nan + utter_Support ticket-534_1: + - text: We have explained how to check Detail volume payout report through the + remote session Reports tab------>Search Detail volume payout ------->Click + on 3 dots----->click on download + utter_Support ticket-534_2: + - text: nan + utter_Support ticket-534_3: + - text: nan + utter_Support ticket-535_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-535_2: + - text: nan + utter_Support ticket-535_3: + - text: nan + utter_Support ticket-536_1: + - text: We have explained the process of changing LOB segment tags for particular + customer in DMS through remote session Open DMS--->Go to the customer + module--->Select the customer--->Click on the details widget--->Go to the + LOB sub-widget--->Click on the option to add LOB to the customer--->Click + on the save + utter_Support ticket-536_2: + - text: nan + utter_Support ticket-536_3: + - text: nan + utter_Support ticket-537_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on + the three dots beside create option--->Click on the series option--->Click + on the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-537_2: + - text: nan + utter_Support ticket-537_3: + - text: nan + utter_Support ticket-538_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-538_2: + - text: nan + utter_Support ticket-538_3: + - text: nan + utter_Support ticket-539_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-539_2: + - text: nan + utter_Support ticket-539_3: + - text: nan + utter_Support ticket-540_1: + - text: We have explained the process Creating new series in receipt through remote + session Open DMS--->Go to thereceipt module--->Click on the three dots beside + create option--->Click on the series option--->Click on the button top of + the right corner--->Fill all the mandatory fields--->Click on save + utter_Support ticket-540_2: + - text: nan + utter_Support ticket-540_3: + - text: nan + utter_Support ticket-541_1: + - text: We have explained the process Creating new series in receipt through remote + session Open DMS--->Go to thereceipt module--->Click on the three dots beside + create option--->Click on the series option--->Click on the button top of + the right corner--->Fill all the mandatory fields--->Click on save + utter_Support ticket-541_2: + - text: nan + utter_Support ticket-541_3: + - text: nan + utter_Support ticket-542_1: + - text: We have explained the process of extending series in DMS through remote + session Follow the below procedure Open DMS--->Go to the Sales invoice module--->Click + on the three dots--->Click on the series option--->Click on the pencil button--->Extend + the to date--->Click on the save + utter_Support ticket-542_2: + - text: nan + utter_Support ticket-542_3: + - text: nan + utter_Support ticket-543_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-543_2: + - text: nan + utter_Support ticket-543_3: + - text: nan + utter_Support ticket-544_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-544_2: + - text: nan + utter_Support ticket-544_3: + - text: nan + utter_Support ticket-545_1: + - text: We have explained how to extended the series for the Sales invoice module Request + you to follow the below procedure Sales invoice module------>click on 3 + dots -------->click on series---->click on active Sales invoice of particular + portal --------->click on edit symbol------>change the dates-----save + utter_Support ticket-545_2: + - text: nan + utter_Support ticket-545_3: + - text: nan + utter_Support ticket-546_1: + - text: We have explained the process Creating new series in employees through + remote session Open DMS--->Go to the Employee module--->Click on the three + dots beside create option--->Click on the series option--->Click on the button + top of the right corner--->Fill all the mandatory fields--->Click on save + utter_Support ticket-546_2: + - text: nan + utter_Support ticket-546_3: + - text: nan + utter_Support ticket-547_1: + - text: We have explained the process of enabling the item through remote session Open + DMS--->Go to the item module--->Select the item--->Go to general settings--->Click + on the pencil button--->Click on the enable button--->Click on the save + utter_Support ticket-547_2: + - text: nan + utter_Support ticket-547_3: + - text: nan + utter_Support ticket-548_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open DMS--->open + employee module--->click on Access control--->click on invite user--->enter + Hi--->click on send one message will be sent to particular mail --->click + on that link create the ID password + utter_Support ticket-548_2: + - text: nan + utter_Support ticket-548_3: + - text: nan + utter_Support ticket-549_1: + - text: We have explained how to check the stock report in DMS Reports--->stock + report--->search for item--->click on button for stock moment log + utter_Support ticket-549_2: + - text: nan + utter_Support ticket-549_3: + - text: nan + utter_Support ticket-550_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-550_2: + - text: nan + utter_Support ticket-550_3: + - text: nan + utter_Support ticket-551_1: + - text: We have explained the process of extending the series for credit note + through remote session Request you to follow the below procedure Open DMS--->Open + credit note module--->Click on 3dots--->click on series--->Click on edit--->Extend + the dates--->Click on save + utter_Support ticket-551_2: + - text: nan + utter_Support ticket-551_3: + - text: nan + utter_Support ticket-552_1: + - text: We have explained how to check Activity in Sales return module through + the remote session Sales return module---->search particular return----->click + on activity + utter_Support ticket-552_2: + - text: nan + utter_Support ticket-552_3: + - text: nan + utter_Support ticket-553_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-553_2: + - text: nan + utter_Support ticket-553_3: + - text: nan + utter_Support ticket-554_1: + - text: We have explained the process of change manager widget in DMS through + remote session Please follow the below procedure Open DMS--->Go to the + change manager module--->Click on the create option--->Select the LOB--->Select + the old manager and new manager names--->Click on the save option--->Click + on the confirm button + utter_Support ticket-554_2: + - text: nan + utter_Support ticket-554_3: + - text: nan + utter_Support ticket-555_1: + - text: We have explained how to extended the series for the Purchase invoice + module through the remote session Purchase invoice ------>click on 3 dots + -------->click on series---->click on active Purchase invoice--------->click + on edit symbol------>change the dates-----save + utter_Support ticket-555_2: + - text: nan + utter_Support ticket-555_3: + - text: nan + utter_Support ticket-556_1: + - text: We have explained the process of adding MY TVS LOB to the branch Gulati + Agencies Pvt Ltd Faridabad in DMS through the remote session Open + DMS--->Go to the branches module--->Go to the details widget--->Click on the + LOB tags--->Click on the option--->Add MY TVS LOB--->Click on the save + utter_Support ticket-556_2: + - text: nan + utter_Support ticket-556_3: + - text: nan + utter_Support ticket-557_1: + - text: Request you to follow the below procedure Open DMS--->Open Mobil opportunity + module--->Click on 3dots--->click on series--->Click on edit--->Extend the + dates--->Click on save + utter_Support ticket-557_2: + - text: nan + utter_Support ticket-557_3: + - text: nan + utter_Support ticket-558_1: + - text: Request you to follow the below procedure Open DMS--->Open Mobil opportunity + module--->Click on 3dots--->click on series--->Click on edit--->Extend the + dates--->Click on save + utter_Support ticket-558_2: + - text: nan + utter_Support ticket-558_3: + - text: nan + utter_Support ticket-559_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-559_2: + - text: nan + utter_Support ticket-559_3: + - text: nan + utter_Support ticket-560_1: + - text: We have explained how to create manual series in the Purchase invoices + module through the remote session Purchase invoices------>click on 3 dots + -------->click on series---->add series name--------->add Applied For------>add + series format-----add starting no---->add number size---->add number prefix------>add + from date---->add end date------>save + utter_Support ticket-560_2: + - text: nan + utter_Support ticket-560_3: + - text: nan + utter_Support ticket-561_1: + - text: We have explained how to search purchase order number through the remote + session Purchase order module------>search with order number + utter_Support ticket-561_2: + - text: nan + utter_Support ticket-561_3: + - text: nan + utter_Support ticket-562_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-562_2: + - text: nan + utter_Support ticket-562_3: + - text: nan + utter_Support ticket-563_1: + - text: We have explained the process of creating the series for sales return + through remote session request you to follow the below procedure Open DMS--->open + Sales return module--->click on 3dots--->click on series--->click on plus + button--->enter the series names--->date--->enter the mandatory fields--->click + on save + utter_Support ticket-563_2: + - text: nan + utter_Support ticket-563_3: + - text: nan + utter_Support ticket-564_1: + - text: We have explained how to create GRN through the remote session Purchase + order----->search the order number for which you need to create GRN ---->click + on create GRN------>save + utter_Support ticket-564_2: + - text: nan + utter_Support ticket-564_3: + - text: nan + utter_Support ticket-565_1: + - text: We have explained the process of checking the Month Wise Workshop Volumes + report through remote session Request you to follow the below procedure Open + DMS--->Click on reports--->Search with month wise workshop volume--->click + on the calendar symbol which is located at the top of the screen--->click + on custom range apply the date -->the data will reflect + utter_Support ticket-565_2: + - text: nan + utter_Support ticket-565_3: + - text: nan + utter_Support ticket-566_1: + - text: We have explained the process of creating sales return in DMS through + the remote session Open DMS--->Go to the sales invoice module--->Open + the sales invoice--->Click on the create return option--->Check the quantity unit + price--->Click on the save + utter_Support ticket-566_2: + - text: nan + utter_Support ticket-566_3: + - text: nan + utter_Support ticket-567_1: + - text: We have explained the process of how to add role to new employee in DMS + through remote session Open DMS--->Go to the employee module--->Select + the employee name--->Click on the official widget--->Go to the roles sub-widget--->Click + on the symbol--->Select the role for the employee--->Click on the save + utter_Support ticket-567_2: + - text: nan + utter_Support ticket-567_3: + - text: nan + utter_Support ticket-568_1: + - text: We have explained how to change the sales person name for the customers + by using the change Manager Module change module----->click on create-----> + select LOB---->select old manager----->select new manager------>save------->click + on confirm + utter_Support ticket-568_2: + - text: nan + utter_Support ticket-568_3: + - text: nan + utter_Support ticket-569_1: + - text: We have explained how to enable for undefined series in routes through + the remote session Routes schedule module----->click on 3dots------>click + on routes------>click on 3dots----->click on series----->enable the is in + undefined------>save + utter_Support ticket-569_2: + - text: nan + utter_Support ticket-569_3: + - text: nan + utter_Support ticket-570_1: + - text: We have explained how to search purchase order number through the remote + session Purchase order module------>search with order number + utter_Support ticket-570_2: + - text: nan + utter_Support ticket-570_3: + - text: nan + utter_Support ticket-571_1: + - text: We have explained the process Creating new series in Vendor through remote + session Open DMS--->Go to the Vendor module--->Click on the three dots + beside create option--->Click on the series option--->Click on the button + top of the right corner--->Fill all the mandatory fields--->Click on save + utter_Support ticket-571_2: + - text: nan + utter_Support ticket-571_3: + - text: nan + utter_Support ticket-572_1: + - text: We have explained the process of extending the series for Routes Schedule routes Request + you to follow the below procedure Open DMS--->Open Routes Schedule--->click + on 3 dots-->click on series--->extend the dates--->click on save --->Then + go back and click on 3 dots--->click on routes--->Extend the dates--->click + on save + utter_Support ticket-572_2: + - text: nan + utter_Support ticket-572_3: + - text: nan + utter_Support ticket-573_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-573_2: + - text: nan + utter_Support ticket-573_3: + - text: nan + utter_Support ticket-574_1: + - text: We have explained the process Creating new series in any module Example Purchase + order through remote session Open DMS--->Go to the Purchase order module--->Click + on the three dots beside create option--->Click on the series option--->Click + on the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-574_2: + - text: nan + utter_Support ticket-574_3: + - text: nan + utter_Support ticket-575_1: + - text: Please follow the below procedure to extend the seeris Open DMS--->Go + to the employee module--->Click on the three dots--->Click on the series option--->Select + the employee series--->Extend the series for to date--->Click on the save + utter_Support ticket-575_2: + - text: nan + utter_Support ticket-575_3: + - text: nan + utter_Support ticket-576_1: + - text: We have explained how to add customers in Route plan through the remote + session Routes schedule module----> click on 3dots--->click on Route---->select + particular plan----->click on address---->click on plus symbol----->add customer + name------>add address---->click on add---->save + utter_Support ticket-576_2: + - text: nan + utter_Support ticket-576_3: + - text: nan + utter_Support ticket-577_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-577_2: + - text: nan + utter_Support ticket-577_3: + - text: nan + utter_Support ticket-578_1: + - text: We have explained how to add customers in Route plan through the remote + session Routes schedule module----> click on 3dots--->click on Route---->select + particular plan----->click on address---->click on plus symbol----->add customer + name------>add address---->click on add---->save + utter_Support ticket-578_2: + - text: nan + utter_Support ticket-578_3: + - text: nan + utter_Support ticket-579_1: + - text: We have explained how to create Login ID and password the remote session Employee + module------>click on access control-------->click on invite user-------->send + message as Hi-------->save + utter_Support ticket-579_2: + - text: nan + utter_Support ticket-579_3: + - text: nan + utter_Support ticket-580_1: + - text: We have explained how to enable series in routes through the remote session Routes + schedule module----->click on 3dots------>click on routes------>click on 3dots----->click + on series----->enable the is in undefined------>save + utter_Support ticket-580_2: + - text: nan + utter_Support ticket-580_3: + - text: nan + utter_Support ticket-581_1: + - text: We have explained the process of change manager widget in DMS through + remote session Please follow the below procedure Open DMS--->Go to the + change manager module--->Click on the create option--->Select the LOB--->Select + the old manager and new manager names--->Click on the save option--->Click + on the confirm button + utter_Support ticket-581_2: + - text: nan + utter_Support ticket-581_3: + - text: nan + utter_Support ticket-582_1: + - text: As discussed we have explained how to create purchase planning in module + through the remote session Purchase planning module----> click on create------>select + organization----->save------->click on predict------>notification will be + sent as data is reflecting + utter_Support ticket-582_2: + - text: nan + utter_Support ticket-582_3: + - text: nan + utter_Support ticket-583_1: + - text: Please follow the below mentioned procedure in DMS Open DMS--->Go + to the Mobil Dashboards--->Go to the customer location dashboard--->Click + on the view symbol geo tag non geo tag--->Click on the three dots--->Click + on the download option + utter_Support ticket-583_2: + - text: nan + utter_Support ticket-583_3: + - text: nan + utter_Support ticket-584_1: + - text: Request you to follow the below procedure to unlock the employee in DMS Open + DMS--->Go to the employee module--->Open the employee--->Click on the access + control--->Click on the unlock option--->Click on the Ok---From admin login + utter_Support ticket-584_2: + - text: nan + utter_Support ticket-584_3: + - text: nan + utter_Support ticket-585_1: + - text: We have explained the process Creating new series in Purchase order through + remote session Open DMS--->Go to the Purchase order module--->Click on the + three dots beside create option--->Click on the series option--->Click on + the button top of the right corner--->Fill all the mandatory fields--->Click + on save + utter_Support ticket-585_2: + - text: nan + utter_Support ticket-585_3: + - text: nan + utter_Support ticket-586_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-586_2: + - text: nan + utter_Support ticket-586_3: + - text: nan + utter_Support ticket-587_1: + - text: We have explained the process of geo tagging for customers in DMS please + follow the below procedure Open DMS--->Go to the customer module--->Click + on the customer--->Click on the contacts widget--->Click on the address sub-widget--->Click + on the three dots--->Click on the geo tagging option--->Adjust the customer + address--->Click on the save + utter_Support ticket-587_2: + - text: nan + utter_Support ticket-587_3: + - text: nan + utter_Support ticket-588_1: + - text: We have explained how to change CIN number in customer module through + the remote session Customers module----->select particular customer------>click + on details------>click on organization rules----->click on edit button---->change + CIN number----->save + utter_Support ticket-588_2: + - text: nan + utter_Support ticket-588_3: + - text: nan + utter_Support ticket-589_1: + - text: We have explained the process of geo tagging for customers in DMS please + follow the below procedure Open DMS--->Go to the customer module--->Click + on the customer--->Click on the contacts widget--->Click on the address sub-widget--->Click + on the three dots--->Click on the geo tagging option--->Adjust the customer + address--->Click on the save + utter_Support ticket-589_2: + - text: nan + utter_Support ticket-589_3: + - text: nan + utter_Support ticket-590_1: + - text: We have explained how to extended the series for the particular module + Sales purchase and receipts through the remote session Sales purchase + and receipts ------>click on 3 dots -------->click on series---->click on + active Sales purchase and receipts --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-590_2: + - text: nan + utter_Support ticket-590_3: + - text: nan + utter_Support ticket-591_1: + - text: We have explained how delete item in DC through the remote session Sales + order ----->particular order-------->click on transactions-------->click delivery + challan no------->click on edit------->click on delete symbol which you want + to delete the item----------->save + utter_Support ticket-591_2: + - text: nan + utter_Support ticket-591_3: + - text: nan + utter_Support ticket-592_1: + - text: We have explained the process of extending the series in routes through + the remote session Open DMS--->Go to the route schedule module--->Click + on the three dots--->Click on the routes---->Again click on the three dots--->Click + on the series option--->Click on the pencil button--->Extend the to date--->Click + on the save + utter_Support ticket-592_2: + - text: nan + utter_Support ticket-592_3: + - text: nan + utter_Support ticket-593_1: + - text: We have explained how to apply date filter download and check the PCI + Invoice report through the remote session click on the reports tab------>search + PCI Invoice report---->click on Filters----->select From date and To date----->click + on apply----->click on 3 dots----->download + utter_Support ticket-593_2: + - text: nan + utter_Support ticket-593_3: + - text: nan + utter_Support ticket-594_1: + - text: We have explained the process of extending series in DMS through remote + session Follow the below procedure Open DMS--->Go to the sales return module--->Click + on the three dots--->Click on the series option--->Click on the pencil button--->Extend + the to date--->Click on the save + utter_Support ticket-594_2: + - text: nan + utter_Support ticket-594_3: + - text: nan + utter_Support ticket-595_1: + - text: We have explained the process of creating the new user ID and password + through remote session Request you to follow the below procedure Open DMS--->open + employee module--->click on Access control--->click on invite user--->enter + Hi--->click on send one message will be sent to particular mail --->click + on that link create the ID password + utter_Support ticket-595_2: + - text: nan + utter_Support ticket-595_3: + - text: nan + utter_Support ticket-596_1: + - text: We have explained the process of extending the series for Routes Schedule routes Request + you to follow the below procedure Open DMS--->Open Routes Schedule--->click + on 3 dots-->click on series--->extend the dates--->click on save --->Then + go back and click on 3 dots--->click on routes--->Extend the dates--->click + on save + utter_Support ticket-596_2: + - text: nan + utter_Support ticket-596_3: + - text: nan + utter_Support ticket-597_1: + - text: We have explained how to check Detail volume payout report Reports tab------>Search + Detail volume payout ------->Click on 3 dots----->click on download + utter_Support ticket-597_2: + - text: nan + utter_Support ticket-597_3: + - text: nan + utter_Support ticket-598_1: + - text: we have explained the how to extended series for the Sales return module Request + you check Sales return------>click on 3 dots -------->click on series---->click + on active Sales return--------->click on edit symbol------>change the dates-----save + utter_Support ticket-598_2: + - text: nan + utter_Support ticket-598_3: + - text: nan + utter_Support ticket-599_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-599_2: + - text: nan + utter_Support ticket-599_3: + - text: nan + utter_Support ticket-600_1: + - text: As discussed request you follow the below mentioned process for changing + the employee login password Employee module----->select particular employee------>click + on access control------->click on change password button------>entre new password------>entre + confirm password------>save + utter_Support ticket-600_2: + - text: nan + utter_Support ticket-600_3: + - text: nan + utter_Support ticket-601_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-601_2: + - text: nan + utter_Support ticket-601_3: + - text: nan + utter_Support ticket-602_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-602_2: + - text: nan + utter_Support ticket-602_3: + - text: nan + utter_Support ticket-603_1: + - text: We have explained how to check the GEO tagging customer report through + the remote session Mobil dashboards---->click on customer locations------>GEO + Tagging customers link----->click on 3dots------>click on download We have + explained how to create route schedule module through the remote session Route + schedule module------->click on 3dots------>click on routes------>click on + create-------->add route name----->add employee name------>select type of + Scheduler------>save------>select date day week wise schedule------>save------>click + on re-configure + utter_Support ticket-603_2: + - text: nan + utter_Support ticket-603_3: + - text: nan + utter_Support ticket-604_1: + - text: We have explained how to check the GEO tagging customer report through + the remote session Mobil dashboards---->click on customer locations------>GEO + Tagging customers link----->click on 3dots------>click on download + utter_Support ticket-604_2: + - text: nan + utter_Support ticket-604_3: + - text: nan + utter_Support ticket-605_1: + - text: We have explained how to add TCS Tax amount in purchase invoice through + the remote session purchase invoice module----->select particular invoice---------->click + on edit---------->enable the TCS applied-------->save + utter_Support ticket-605_2: + - text: nan + utter_Support ticket-605_3: + - text: nan + utter_Support ticket-606_1: + - text: We have explained how to extended the series for the employee module through + the remote session Employee module ------>click on 3 dots -------->click on + series---->click on active employee --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-606_2: + - text: nan + utter_Support ticket-606_3: + - text: nan + utter_Support ticket-607_1: + - text: We have explained how to add LOB to the customer through the remote session Customer + module ------>particular customer ------>click on details -------->click on + LOB----->click on ------->Add LOB------>add segment------save + utter_Support ticket-607_2: + - text: nan + utter_Support ticket-607_3: + - text: nan + utter_Support ticket-608_1: + - text: We have explained how download and check the Stock repot through the remote + session click on reports tab------>search Stock report---->click on branch----->select + branch------->click on Lob------>select lob------>add item--------->click + on 3 dots----->download + utter_Support ticket-608_2: + - text: nan + utter_Support ticket-608_3: + - text: nan + utter_Support ticket-609_1: + - text: We have explained how to create GRN through the remote session Purchase + order----->search the order number for which you need to create GRN ---->click + on create GRN------>save + utter_Support ticket-609_2: + - text: nan + utter_Support ticket-609_3: + - text: nan + utter_Support ticket-610_1: + - text: We have explained how to extended the series for the Purchase invoice + module through the remote session Purchase invoice ------>click on 3 dots + -------->click on series---->click on active Purchase invoice--------->click + on edit symbol------>change the dates-----save + utter_Support ticket-610_2: + - text: nan + utter_Support ticket-610_3: + - text: nan + utter_Support ticket-611_1: + - text: We have explained the process of extending the series for Routes Schedule routes Request + you to follow the below procedure Open DMS--->Open Routes Schedule--->click + on 3 dots-->click on series--->extend the dates--->click on save --->Then + go back and click on 3 dots--->click on routes--->Extend the dates--->click + on save Request you to raise a Support ticket if you face any difficulty + while creating the routes + utter_Support ticket-611_2: + - text: nan + utter_Support ticket-611_3: + - text: nan + utter_Support ticket-612_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-612_2: + - text: nan + utter_Support ticket-612_3: + - text: nan + utter_Support ticket-613_1: + - text: We have explained the process of creating the routes through remote session Request + you to follow the below procedure Open DMS--->Open routes schedule--->click + on 3 dots--->click on create---->Select the route name employee name schedule + type--->click on save Open that particular route--->click on address widget--->click + on plus button--->add the customer address click on add ---->Click on save Note The + data will be reflect to the DSR which you have configured in the routes and + you can check in the Routes Schedule + utter_Support ticket-613_2: + - text: nan + utter_Support ticket-613_3: + - text: nan + utter_Support ticket-614_1: + - text: We have explained the process of creating the sales return through remote + session Request you to follow the below procedure Open DMS--->Open sales + invoice module--->Open that particular invoice--->click on create return--->Select + the items which you want to return--->click on save + utter_Support ticket-614_2: + - text: nan + utter_Support ticket-614_3: + - text: nan + utter_Support ticket-615_1: + - text: We have explained the process of changing manager in DMS and request you + to follow the below procedure Open DMS--->Go to the change manger module--->Click + on the create option--->Fill all the mandatory fields--->Click on the save--->Click + on the confirm + utter_Support ticket-615_2: + - text: nan + utter_Support ticket-615_3: + - text: nan + utter_Support ticket-616_1: + - text: We have explained the process of creating the routes through remote session Request + you to follow the below procedure Open DMS--->Open routes schedule--->click + on 3 dots--->click on create---->Select the route name employee name schedule + type--->click on save Open that particular route--->click on address widget--->click + on plus button--->add the customer address click on add ---->Click on save Note The + data will be reflect to the DSR which you have configured in the routes and + you can check in the Routes Schedule + utter_Support ticket-616_2: + - text: nan + utter_Support ticket-616_3: + - text: nan + utter_Support ticket-617_1: + - text: We have explained how to extended the series for the Sales estimate module + through the remote session Sales estimate ------>click on 3 dots -------->click + on series---->click on active Sales estimate --------->click on edit symbol------>change + the dates-----save + utter_Support ticket-617_2: + - text: nan + utter_Support ticket-617_3: + - text: nan + utter_Support ticket-618_1: + - text: We have explained the process of extending the series in opportunity module + through remote session Request you to follow the below procedure Open DMS--->Open + Opportunity module--->click on 3 dots--->click on series---->Extend the dates--->click + on save + utter_Support ticket-618_2: + - text: nan + utter_Support ticket-618_3: + - text: nan + utter_Support ticket-619_1: + - text: We have explained the process of extending the series for Routes Schedule routes Request + you to follow the below procedure Open DMS--->Open Routes Schedule--->click + on 3 dots-->click on series--->extend the dates--->click on save --->Then + go back and click on 3 dots--->click on routes--->Extend the dates--->click + on save Request you to raise a Support ticket if you face any difficulty + while creating the routes + utter_Support ticket-619_2: + - text: nan + utter_Support ticket-619_3: + - text: nan + utter_Support ticket-620_1: + - text: We have explained the process of extending the series for employee through + remote session Request you to follow the below procedure Open DMS--->open + Employee Module--->click on 3 dots--->click on series--->extend the to date--->click + on save + utter_Support ticket-620_2: + - text: nan + utter_Support ticket-620_3: + - text: nan + utter_Support ticket-621_1: + - text: We have explained the process of creating the new series in GRN through + remote session Request you to follow the below procedure Open DMS--->Open + GRN Module--->Click on 3 dots--->click on series--->Open Active series--->click + on plus button--->Enter series format number size starting number number + prefix From date and to date--->Click on save + utter_Support ticket-621_2: + - text: nan + utter_Support ticket-621_3: + - text: nan + utter_Support ticket-622_1: + - text: We have explained the process of adding the customers in routes module + through remote session Request you to follow the below procedure Open DMS--->open + routes module --->click on 3 dots--->click on 3dots--->click on routes--->Open + any particular routes--->click on address widget--->click on add symbol--->select + the particular customer-->click on add---->click on save + utter_Support ticket-622_2: + - text: nan + utter_Support ticket-622_3: + - text: nan + utter_Support ticket-623_1: + - text: We have explained how to change the sales person name for the customers + by using the change Manager Module Open DMS--->Open change managers module--->click + on create---> select LOB--->select old manager name --->select new manager + name --->save--->click on confirm + utter_Support ticket-623_2: + - text: nan + utter_Support ticket-623_3: + - text: nan + utter_Support ticket-624_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-624_2: + - text: nan + utter_Support ticket-624_3: + - text: nan + utter_Support ticket-625_1: + - text: We have explained the process of extending the series for customer module + through remote session Request you to follow the below procedure Open DMS--->Open + Customer module--->Click on 3 dots--->click on series--->Extend the dates--->click + on save + utter_Support ticket-625_2: + - text: nan + utter_Support ticket-625_3: + - text: nan + utter_Support ticket-626_1: + - text: We have explained the process of creating the routes through remote session Request + you to follow the below procedure Open DMS--->Open routes schedule--->click + on 3 dots--->click on create---->Select the route name employee name schedule + type--->click on save Open that particular route--->click on address widget--->click + on plus button--->add the customer address click on add ---->Click on save Note The + data will be reflect to the DSR which you have configured in the routes and + you can check in the Routes Schedule + utter_Support ticket-626_2: + - text: nan + utter_Support ticket-626_3: + - text: nan + utter_Support ticket-627_1: + - text: We have explained the process of creating the new series in GRN through + remote session Request you to follow the below procedure Open DMS--->Open + GRN Module--->Click on 3 dots--->click on series--->Open Active series--->click + on plus button--->Enter series format number size starting number number + prefix From date and to date--->Click on save + utter_Support ticket-627_2: + - text: nan + utter_Support ticket-627_3: + - text: nan + utter_Support ticket-628_1: + - text: We have explained the process of checking stock report in DMS request + you to follow the below procedure Open DMS--->Go to the reports--->Open + the stock report--->Search SKU number--->Check the stock available + utter_Support ticket-628_2: + - text: nan + utter_Support ticket-628_3: + - text: nan + utter_Support ticket-629_1: + - text: We have explained how to Add followers to customers through the remote + session Customer module--------->particular customer------->click on followers-------->click + on plus symbol--------->select Employee------->save + utter_Support ticket-629_2: + - text: nan + utter_Support ticket-629_3: + - text: nan + utter_Support ticket-630_1: + - text: We have explained how to change the sales person name for the customers + by using the change Manager Module change module----->click on create-----> + select LOB---->select old manager----->select new manager------>save------->click + on confirm + utter_Support ticket-630_2: + - text: nan + utter_Support ticket-630_3: + - text: nan + utter_Support ticket-631_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-631_2: + - text: nan + utter_Support ticket-631_3: + - text: nan + utter_Support ticket-632_1: + - text: We have explained the process on how to assign the GST number for the + customer through Remote session Customer module------>search particular + customer------>click on contacts---->click on GSTIN------>click on plus + symbol ---->add GST no------>save + utter_Support ticket-632_2: + - text: nan + utter_Support ticket-632_3: + - text: nan + utter_Support ticket-633_1: + - text: We have explained the process of creating the new series through remote + session Request you to follow the below procedure https vimeo com 813492095 Open + DMS--->Select the ledger module--->Click on more button--->Click on three + dots on the top right select Fiscal Years --->Click on the more button + three dots on the top right click on Renew Series Formats + utter_Support ticket-633_2: + - text: nan + utter_Support ticket-633_3: + - text: nan + utter_Support ticket-634_1: + - text: We have explained the process of creating the routes through remote session Request + you to follow the below procedure Open DMS--->Open routes schedule--->click + on 3 dots--->click on create---->Select the route name employee name schedule + type--->click on save Open that particular route--->click on address widget--->click + on plus button--->add the customer address click on add ---->Click on save Note The + data will be reflect to the DSR which you have configured in the routes and + you can check in the Routes Schedule Employee routes + utter_Support ticket-634_2: + - text: nan + utter_Support ticket-634_3: + - text: nan + utter_Support ticket-635_1: + - text: We have explained the process of downloading stock report in DMS please + follow the below procedure Open DMS--->Go to the reports--->Open stock + report--->Search the SKU number--->Click on the three dots--->Click on the + download option + utter_Support ticket-635_2: + - text: nan + utter_Support ticket-635_3: + - text: nan + utter_Support ticket-636_1: + - text: We have explained the process of creating the routes through remote session Request + you to follow the below procedure Open DMS--->Open routes schedule--->click + on 3 dots--->click on create---->Select the route name employee name schedule + type--->click on save Open that particular route--->click on address widget--->click + on plus button--->add the customer address click on add ---->Click on save Note The + data will be reflect to the DSR which you have configured in the routes and + you can check in the Routes Schedule + utter_Support ticket-636_2: + - text: nan + utter_Support ticket-636_3: + - text: nan + utter_Support ticket-637_1: + - text: We have explained the process of extending the series in sales return + through remote session Request you to follow the below procedure Open DMS--->Open + Sales return Module--->Click on series--->Click on the date--->Extend the + to date--->Click on save + utter_Support ticket-637_2: + - text: nan + utter_Support ticket-637_3: + - text: nan + utter_Support ticket-638_1: + - text: We have explained how to add sales person in Employee module through the + remote session Employee module-----particular employee----->click on contacts------->add + address----->save + utter_Support ticket-638_2: + - text: nan + utter_Support ticket-638_3: + - text: nan + utter_Support ticket-639_1: + - text: We have explained how to add account name in purchase return through the + remote session purchase invoice----->click on create return------>add account + name------save + utter_Support ticket-639_2: + - text: nan + utter_Support ticket-639_3: + - text: nan + utter_Support ticket-640_1: + - text: We have explained how to add account name in purchase Invoice through + the remote session GRN ----->click on create Invoice------>add account + name------save + utter_Support ticket-640_2: + - text: nan + utter_Support ticket-640_3: + - text: nan + utter_Support ticket-641_1: + - text: We have explained the process of checking geo tagging Non geo tagging + customers in DMS follow the below procedure Open DMS--->Go to the Mobil + dashboard--->Click on the customer location--->Check the geo tagging non + geo tagging customers + utter_Support ticket-641_2: + - text: nan + utter_Support ticket-641_3: + - text: nan + utter_Support ticket-642_1: + - text: We have explained the process of checking the MBC MCC LEADS volumes in + Month Wise workshop volume report and Quarter wise workshop volume report + through remote session We have explained regrading the routes Request you + to follow the below procedure Open DMS--->Open routes schedule--->click + on 3 dots--->click on create---->Select the route name employee name schedule + type--->click on save Open that particular route--->click on address widget--->click + on plus button--->add the customer address click on add --->Click on save Note The + data will be reflect to the DSR which you have configured in the routes and + you can check in the Routes Schedule Employee routes + utter_Support ticket-642_2: + - text: nan + utter_Support ticket-642_3: + - text: nan + utter_Support ticket-643_1: + - text: We have explained the process of creating the routes through remote session Request + you to follow the below procedure Open DMS--->Open routes schedule--->click + on 3 dots--->click on create---->Select the route name employee name schedule + type--->click on save Open that particular route--->click on address widget--->click + on plus button--->add the customer address click on add ---->Click on save Note The + data will be reflect to the DSR which you have configured in the routes and + you can check in the Routes Schedule + utter_Support ticket-643_2: + - text: nan + utter_Support ticket-643_3: + - text: nan + utter_Support ticket-644_1: + - text: We have explained how download and check the Stock repot through the remote + session click on reports tab------>search Stock report---->click on branch----->select + branch------->click on Lob------>select lob------>add item--------->click + on 3 dots----->download + utter_Support ticket-644_2: + - text: nan + utter_Support ticket-644_3: + - text: nan + utter_Support ticket-645_1: + - text: We have explained the process of adding the GSTIN number in address widget + through remote session Request you to follow the below procedure Open DMS--->Open + particular customer--->Click on contacts widget--->click on address click + on GSTIN--->add the number--->click on save + utter_Support ticket-645_2: + - text: nan + utter_Support ticket-645_3: + - text: nan + utter_Support ticket-646_1: + - text: We have explained the process of removing the items in GRN through the + remote session Please follow the below session Open DMS--->Go to the + GRN--->Click on the edit option--->Click on the delete option to remove the + item from GRN--->Click on the save + utter_Support ticket-646_2: + - text: nan + utter_Support ticket-646_3: + - text: nan + utter_Support ticket-647_1: + - text: We have explained the process of extending the series through remote session Request + you to follow the below procedure Open DMS--->Open Mobil opportunity module--->click + on 3 dots--->click on series--->Extend the dates--->click on save + utter_Support ticket-647_2: + - text: nan + utter_Support ticket-647_3: + - text: nan + utter_Support ticket-648_1: + - text: We have explained how to change the sales person name for the customers + by using the change Manager Module change module----->click on create-----> + select LOB---->select old manager----->select new manager------>save------->click + on confirm + utter_Support ticket-648_2: + - text: nan + utter_Support ticket-648_3: + - text: nan +session_config: + carry_over_slots_to_new_session: true + session_expiration_time: 60 +version: '3.1'