How to setup & manage Courses in the Borg Suite Institute ERP?
Borg Suite allows intitutions for setting up their courses based on their requirement. Courses can be divided in separate categories for ease to manage & supervise. Borg Suite suggests to draw course categories & their respective courses on rough paper before setting up in the Application to avoid any chances of mistakes. Course categorisation does also help you to manage your courses for counselling purpose. To setup Courses, follow following steps- Login to EduBorg -------- > Go to Account & Receipt or Inquiry & followups ------ > Click on "Course" Menu ------- > Add New Course or update existing one New Course Categories: It's compulsory to define course category. It may be single or mutiple in the list. Borg Suite recomends to define different categories based on nature of courses available with you. …
How to update my profile in the EduBorg?
EduBorg assumes that you have received login information for team after successful registration. If Yes, Go for managing / updating your profile. Log in to the EduBorg --------- > Click on "Update Profile" --------- > Profile page shall be opened as shown above ------- > Update Personal & Institute information --------- > Click "Update" for successfully updation. …
How to view Deal value for each Lead in Marketing & Sale?
With this feature In Borg Suite. the enterprise is able to see in Marketing & Sales the particular lead budget or value by which they decide the priority of lead. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Lead -> click on download button -> here we get an excel file of all leads with deal size for every lead.…
How to view Product & Order By in Proforma Invoice in Accounts?
Borg suite implements this feature by which in Proforma Invoice the enterprise can view the product list. Click on Accounts -> Go to the side menu bar -> click on Proforma Invoice -> Manage Proforma -> click on download button -> here we get an excel file of Proforma Invoice with Product & Order By in column.…
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 and LOGO For Invoice in Accounts?
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. …