presents…. solution has been developed to maintain records of all types of enquiries

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Page 1: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Presents…

Page 2: Presents…. Solution has been Developed to maintain records of all types of Enquiries

GENERAL ENQUIRY

Solution has been Developed to maintain records of all types of

Enquiries

www.tallyboys.com

Page 3: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Features This Solution will help the Trader to manage/maintain records of enquiry in proper

manner.

Solution will help the Trader to understand the Customer’s Interest &

requirements.

Solution will help the trader to summarize & filter the important information.

Filtered information will help him to follow up with customer. This way his sales

will go up.

Trader can easily create a good database of his customers. He can

use this database for marketing/publicity of his products in future.

Page 4: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Setup Details:-   Activate the Solution

Go to Gateway of Tally > F11: Features > Add-On Features > Set “Yes” to the option “General Enquiry”

www.tallyboys.com

Page 5: Presents…. Solution has been Developed to maintain records of all types of Enquiries

After Enabling Solution, we will see the MENU “Enquiry Utility” in Gateway of Tally

www.tallyboys.com

Page 6: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Enquiry Module Menu > User needs click on Quick Setup to create setup in one click > Then he require to create Masters…

www.tallyboys.com

Page 7: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Enquiry Module Menu > First we need to Create Masters

www.tallyboys.com

Create User

Source of Enquiry

Occupation

Create list of user who will work on this Add on. Like name of the staff person Rajesh, Suresh, Reema, etc.

Create possible list of source of enquiry, like Newspaper, Hoardings, TV ads, Reference etc.

General List of Occupations, like Service person, Business Man, Government officer etc.

Page 8: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Enquiry Form:-

Page 9: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Main Report:- Data can be filtered by Party Name & Enquiry Status

www.tallyboys.com

Page 10: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Follow Up Report:- Data can be filtered by Party Name, Mobile No & Item Name

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Page 11: Presents…. Solution has been Developed to maintain records of all types of Enquiries

Closing Report:-

www.tallyboys.com

Page 12: Presents…. Solution has been Developed to maintain records of all types of Enquiries

HIG-1, Sector-1, Shankar Nagar, Near Vardan Hospital, RAIPUR – 492001, CHHATTISGARH

Mob - +91-99939-18000,+91-8602818000, Phone - 0771-4071800, 4051800

Email: [email protected] Website: www.tallyboys.com