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 - 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Support ticket-579 - Support ticket-580 - Support ticket-581 - Support ticket-582 - Support ticket-583 - Support ticket-584 - Support ticket-585 - Support ticket-586 - Support ticket-587 - Support ticket-588 - Support ticket-589 - Support ticket-590 - Support ticket-591 - Support ticket-592 - Support ticket-593 - Support ticket-594 - Support ticket-595 - 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'