Can a duplicate quote be assigned to different customer in BORG Desk ERP?
Admin NO! In BORG Desk ERP, a Duplicate Quote cannot be assigned to a different customer, but a Revised Quote can be created for the same customer.…
How to Activate & Implement Custom Lead Form including Additional Customized Lead Form fields into business in Borg Desk ERP?
How to Activate & Use Custom Lead Form in Borg Desk ERP? Borg Desk ERP allows businesses to customize lead forms to capture specific information relevant to their sales process. Below are the steps to activate and use a custom lead form effectively.…
What is lead conversion criteria in borg sales crm ?
In Borg Desk ERP’s Sales CRM, Lead Conversion Criteria determine when a lead is qualified and ready to be converted into an Opportunity or Customer.…
How Sales Order workflow works in case of warehouse in borg desk or How Sales Order Team & Warehouse stock management team can work to process order successfully ?
Sales Order Workflow with Warehouse Management in Borg Desk ERP- In Borg Desk ERP, the Sales Order Team and the Warehouse Stock Management Team collaborate to ensure smooth order processing, inventory management, and timely dispatch. Here’s how it works:…
Can default Price (Price picked from Product master) of product items be modified / changed during placing order in sales CRM or Inventory Module ?
Can the Default Product Price Be Modified While Placing an Order in Borg Desk ERP? Yes! Borg Desk ERP allows flexibility in pricing while placing orders however Borg Desk does not recommend to allow this permission to users except in any critical situations. Here’s how it works:…
Can sales team place order from sales crm module or only Inventory module has option for placing / creating sales order?
Yes! In Borg Desk ERP, the Sales Team can create and place sales orders directly from the Sales CRM module as well as from the Inventory module. Here's how it works:…
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