Step-by-Step Guide: EasyDairyERP - Task & Attendance Process
Easybis Team
50 steps
22 minutes
1
EasyDairyERP Login , Click "Task & Attendance"
2
Daily Attendance Click "Punch IN"
3
For Attendance Click "Selfie"
4
Click "Image Uploaded"
5
Click "ODO Meter Reading"
6
Click "Vehicle KM"
7
Type " 45000"
8
Click "Work Start"
9
Click "In Time Accepted & Updated"
10
Click "Task on Sales Module"
11
Click "Task of the day for Existed customer or New lead (sales point survey visit / General )"
12
Click "Existed search & add"
13
Click "Route based customer Details"
14
Click "Task / Purpose @ Task name"
15
Type "B2B Pay & Sales also Perfect the customer Outstanding"
16
Click "Event @ date"
17
Click "Task Type"
18
Click "Task Status"
19
Click "Read & Agree the Terms"
20
Click "Long Press To Save"
21
Click "Record Was Saved"
22
Click "Created Tasks"
23
Click "Created Task And then Add Task Related Activities"
24
Click "Activity Type"
25
Type "The customer from the last 2yr his Outstand maintain as 0 Rs. and Sales Qty 500 ltr/day ; So our company provide offer 12ltr sales qty +1 ltr same Varity for 1 month"
26
Click "Activity Duration"
27
Click "Upload Related documents"
28
Click "Ok"
29
Click "Save Activity"
30
Click "Record Saved"
31
Click "Saved Task "
32
Click "Add Activity"
33
Click "View Activities"
34
Click " For New Lead"
35
Click "New Customer / Lead"
36
Click "Add task & Details"
37
Click "Task details , Due date, Task Type & Task status"
38
Click "Save the Details With Long Press"
39
Click "View Newly Added Tasks"
40
Click "Add Activity for the Task"
41
Click "Select Activity Type"
42
Click "Enter Description"
43
Click "After Added Activities Save the Descriptions"
44
Click "View Task"
45
Click "View Task In Detailed"
46
Click "View Pending Tasks"
47
Click "Punch Out"
48
Click "Add Selfie And Odo Meter"
49
Click "Upload Images"
50
Click "From the Odo Meter Enter Run KM & Submit"
Step-by-Step Guide: EasyDairyERP - Task & Attendance Process
Easybis Team
50 steps
22 minutes
1
EasyDairyERP Login , Click "Task & Attendance"
2
Daily Attendance Click "Punch IN"
3
For Attendance Click "Selfie"
4
Click "Image Uploaded"
5
Click "ODO Meter Reading"
6
Click "Vehicle KM"
7
Type " 45000"
8
Click "Work Start"
9
Click "In Time Accepted & Updated"
10
Click "Task on Sales Module"
11
Click "Task of the day for Existed customer or New lead (sales point survey visit / General )"
12
Click "Existed search & add"
13
Click "Route based customer Details"
14
Click "Task / Purpose @ Task name"
15
Type "B2B Pay & Sales also Perfect the customer Outstanding"
16
Click "Event @ date"
17
Click "Task Type"
18
Click "Task Status"
19
Click "Read & Agree the Terms"
20
Click "Long Press To Save"
21
Click "Record Was Saved"
22
Click "Created Tasks"
23
Click "Created Task And then Add Task Related Activities"
24
Click "Activity Type"
25
Type "The customer from the last 2yr his Outstand maintain as 0 Rs. and Sales Qty 500 ltr/day ; So our company provide offer 12ltr sales qty +1 ltr same Varity for 1 month"
26
Click "Activity Duration"
27
Click "Upload Related documents"
28
Click "Ok"
29
Click "Save Activity"
30
Click "Record Saved"
31
Click "Saved Task "
32
Click "Add Activity"
33
Click "View Activities"
34
Click " For New Lead"
35
Click "New Customer / Lead"
36
Click "Add task & Details"
37
Click "Task details , Due date, Task Type & Task status"
38
Click "Save the Details With Long Press"
39
Click "View Newly Added Tasks"
40
Click "Add Activity for the Task"
41
Click "Select Activity Type"
42
Click "Enter Description"
43
Click "After Added Activities Save the Descriptions"
44
Click "View Task"
45
Click "View Task In Detailed"
46
Click "View Pending Tasks"
47
Click "Punch Out"
48
Click "Add Selfie And Odo Meter"
49
Click "Upload Images"
50
Click "From the Odo Meter Enter Run KM & Submit"
