User Guide: Follow-up and Notifications Screen

User Guide: Follow-up and Notifications Screen - Sales System Smart Pro ERP

Accessing the Follow-up and Notifications Screen:

1. After logging into the system, go to the side menu.
2. Click "Sales System" in the menu.
3. Select the node "Customers - Follow-up and Notifications".

1. When you enter the Follow-up and Notifications screen to start sending notifications.
2. The input fields on the screen will be initialized, where you can enter the process details.
3. Enter the required information in the specified input fields (branch - months - days - select customer).
4. Select the type of notification to send: Subscription follow-up and notifications Contract follow-up and notifications * Notification period follow-up
5. Choose the customer using the search text to find the customer to be notified.
6. After selecting the customer, click the Send Notification button at the end of the display table.

-- You can view the invoice for which you want to send the notification by clicking the View Invoice button at the end of the display table.