Can I export / download all proforma invoices details in excel sheet for my personal use ?
Admin How to view Product & Order By in Proforma Invoice in Accounts? Yes! Borg Desk ERP allows you to export all Proforma Invoices in Excel format for your personal use.…
How to view Order By in Sale Invoice in Accounts?
Borg suite implements this feature by which we decide that we prepare a Sale Invoice for which particular enterprise. Click on Accounts -> Go to the side menu bar -> click on All Sale Invoice -> click on download button -> here we get an excel file of all sale invoices with an order by column. …
How to Upload Signature with stamp, QR Code and Logo For Invoicing purpose in Accounts module of Borg Desk ERP?
Borg Suite is enabled to upload signatures for invoices in Module settings. Click on Setting Icon -> under that Click on Module Settings -> Go to Accounting And Finance -> Choose a new image or blank image in Upload Signature option -> click on Update button. …
Where can we view the Lead score?
In BORG we implemented lead score and we see this feature in the Tracking log of all leads and parameters updated in the log when we update lead details. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Leads where you will See the Score column in the table.…
Where can I set the IVR Key?
IVR is a newly implemented feature in BorgSuite at 3rd Party Setting where we set API KEY as per our BORG module. 3rd Party Setting -> find IVR settings -> change the Auth Code -> click on Update button.…
Where can we view IVR status?
In BORG when we call a contact person of that lead a particular status generated is displayed in lead status. Click on Leads / Sales CRM -> Go to the side menu bar -> click on Manage All Leads -> in lead Status we can view IVR Status like the answer. …
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