Introduction
This feature helps to manage the activities related to marketing like scheduling meetings, visiting customers and more.
Mandatory Fields
| Mandatory Fields |
|---|
| Task No - Auto generated by System |
| Updated On - Pre Selected as current date. |
| Contact Category - Pre Selected as Party (Party, Prospect). |
| Contact Name / Branch - Select from Contact master |
| Marketing / Sales Staff |
| Activity Type - Pre Selected as Call (Call, Visit, Meeting, Other). |
| Start Date / Time - Pre Selected as current date. |
| End Date / Time - Pre Selected as current date. Validation - End date / time must be after start date / time |
| Major Product Group - Select from product group list |
| Quantity - Auto set Value is 0 Validations - Qty can not be less than 0 OR greater than 99999.999 |
| Activity - Select from Activity master |
Target Date Validation - Target date has to be current date or thereafter. |
| Notes (By Support Staff) |
| Status - Pending, Completed, Cancelled |
Completed On Validation - Completed on date must be current date or thereafter |
Optional Fields
| Optional Fields |
|---|
| Item - Select from Item / Inventory master |
| Notes |
| Notes (By Sales Staff) |
Features
| Features |
|---|
| Create New |
| Modify |
| Delete |
| Activity Master - To create new activity |
Activity Master - Mandatory Fields
| Mandatory Fields |
|---|
| Activity Code - Auto generated by System |
Activity Name Validation - Maximum 99 Records are only allow to create. |
Activity Master - Features
| Features |
|---|
| Create New |
| Modify |
| Delete - If activity is currently used in marketing activities then System will not allow to delete |