How to Configure the Mail Server in VTiger?
1. We place the cursor on the gear and click on «LBL_CRM_SETTINGS». 2. We click on «Mail Server Settings» in the «Other Settings» section. 3. We click on «Edit». 4. A form will appear: Below we explain how to fill in each field: Outgoing Mail Server: we write our server ...
How to change the settings at the Point of Sale?
1. We click on "Configuration" in the menu bar or in the control panel. 2. A form will appear where we can edit the company data and the configuration of the Point of Sale. (The fields in red are mandatory) Print receipt after a sale: we select if we want that after making ...
How to add a card at the Point of Sale?
1. We click on "Cards" in the menu bar or in the control panel. 2. We click on «New Card». 3. A form will appear. We write the necessary information to register the client. (The fields in red are mandatory) Value: we write the amount of money that the card will have. 4. …
How to add an employee at the Point of Sale?
1. We click on "Employees" in the menu bar or in the control panel. 2. We click on «New Employee». 3. A form will appear. We write the necessary information to register the employee. (The fields in red are mandatory) 4. When we have finished we click on the "Send" button that ...
How to process a refund at the Point of Sale?
1. We click on "Sales" in the menu bar or in the control panel. Or we press the F2 key. 2. Select the "Return" option in the Registration Mode. 3. We write the name of the client or add a new client. 4. We write the name of the article or add a new one ...
How to process a sale at the Point of Sale?
1. We click on "Sales" in the menu bar or in the control panel. Or we press the F2 key. 2. We write the name of the client or add a new client. 3. We write the name of the article or add a new article. 4. We edit the quantity of the item. 5. When ...