Navigate to ‘Reports’ from the main left hand menu in CRM. Select ‘Stock Master List’ from the template picker at the top. Click the ‘Download Report’ button at the bottom – this will produce a list of all stock items and their associated prices. It is important that the lines…
When an invoice is sent to Xero with a pay on time discount applied, FireHawkCRM can add a new line to the Invoice in Xero using our api, because Xero calculates the value of the invoice based upon the total of the line items that it contains.
To add an address for a supplier, from the main left hand menu in CRM, click on ‘Supplier’. Choose your supplier from the list, scroll to the address section and click the ‘+’ icon to add an address.
Open the stock item, scroll to pricing section and open it if it is collapsed. Click the ‘+’ icon next to add pricing and, select retail, add the price and choose your tax rate. You can add more pricing tiers if you also sell your products at a wholesale or…
To clear the Cache using the Google Chrome browser, click the three dots in the top right hand corner of chrome. Then select the ‘More tools’ option and then ‘Clear browsing data’ In the popup modal choose ‘All time’ and deselect the ‘Browsing history’ tab, then clear everything else.
Email templates make communication from CRM simple and efficient. To create a new email template, select ‘Communications’ from the main left hand menu in CRM and then ‘Emails’ and ‘Templates’ In the top right menu ribbon select ‘New’ to create a new template. Fill in the template details and select…
Navigate to the related client in CRM then click the bell icon in the top right hand corner of the header ribbon menu to unfollow, and stop receiving notifications. Click the icon again to start following. This applies to every client type within CRM.
To archive a comment, in the left hand main menu, click on “communications” then “comments”. From the list of comments select the edit rows icon in the top menu ribbon. Using the check box to the left of the comment to select the one you wish to archive and then…
FireHawk CRM connects to your WordPress site using WooCommerce to display your stock and products. If your are having trouble with the updating or display of products in your Woo Commerce store please check the following settings within your stock item in CRM: The product image can be updated/replaced in…
It’s simple to assign an email to a client in FireHawk CRM. In the main left hand navigation menu go to Communications – Emails – View All. assign to a client from the list. Within the email in the top right corner select the correct client from the client picker…