Can default Price (Price picked from Product master) of product items be modified / changed during placing order in sales CRM or Inventory Module ?
Admin 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:…
Are there other formats of Proforma Invoice & Tax Invoice available in Accounts book of Borg Desk?
Borg Desk ERP allows businesses to customize and choose from multiple invoice formats to suit their branding and operational needs. Here's how you can select the desired invoice format:…
What's the Order approval workflows for finalizing orders from Borg Desk or how order gets approved in Borg Desk?
Setting Custom Approval Workflows for Sales Orders in Borg Desk ERP- You can enable custom settings for order approval workflows before finalizing sales orders from the Sales CRM or Inventory module in Borg Desk ERP. This ensures better control, reduces errors, and aligns with business policies.…
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:…
Define or set lead qualification criteria in the Borg Desk ERP or how to filter unqualified Leads & Qualified Leads for further follow-ups in sales CRM of Borg Desk ERP ?
Lead qualification criteria help businesses identify which leads are worth pursuing and converting into opportunities or customers. In Borg Desk ERP, you can define lead qualification criteria based on various factors. …
How to set Lead Conversion Criteria for Leads to Opportunities/Customers in Borg Desk CRM ?
Converting leads into opportunities or customers is a crucial step in the sales pipeline. Borg Desk CRM allows businesses to set specific criteria to qualify and convert leads efficiently.…
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