Abacus – Manufacture & Sale CRM with POS

Introduction to Abacus - Manufacture & Sale CRM with POS

Abacus is a comprehensive Customer Relationship Management (CRM) system designed specifically for manufacturers and distributors. It is a powerful tool that helps businesses streamline their sales, marketing, and customer service processes. In addition to its CRM capabilities, Abacus also offers a Point of Sale (POS) system, making it an all-in-one solution for managing your business operations.

In this tutorial, we will guide you through the steps of setting up and using Abacus - Manufacture & Sale CRM with POS. We will cover the basics of the system, including how to create accounts, manage leads, track sales, and process transactions. By the end of this tutorial, you will be able to effectively use Abacus to manage your business and improve your sales and customer service.

Getting Started with Abacus

To get started with Abacus, you will need to create an account and set up your system. Here are the steps to follow:

1. Go to the Abacus website and click on the "Sign Up" button.
2. Fill out the registration form with your business information and contact details.
3. Choose a username and password for your account.
4. Click on the "Create Account" button to complete the registration process.
5. Once you have created your account, you will be taken to the Abacus dashboard.

Setting Up Your Abacus System

Before you can start using Abacus, you will need to set up your system. Here are the steps to follow:

1. Click on the "Settings" icon in the top right corner of the dashboard.
2. Click on the "Company Information" tab and fill out the company details, including your business name, address, and contact information.
3. Click on the "Users" tab and create new users for your business. You can assign different roles and permissions to each user.
4. Click on the "Products" tab and add your products to the system. You can upload product images and descriptions, and set prices and stock levels.
5. Click on the "Locations" tab and add your business locations to the system. You can assign products and users to each location.
6. Click on the "Payment Methods" tab and set up your payment methods. You can add credit card details and set up recurring payments.

Using Abacus CRM

Now that your system is set up, let's take a look at how to use Abacus CRM. Here are the steps to follow:

1. Click on the "CRM" tab in the dashboard.
2. Click on the "Accounts" tab and create new accounts for your customers. You can add contact information, sales history, and notes to each account.
3. Click on the "Leads" tab and create new leads for potential customers. You can add contact information, sales history, and notes to each lead.
4. Click on the "Contacts" tab and create new contacts for your customers and leads. You can add contact information, sales history, and notes to each contact.
5. Click on the "Activities" tab and schedule activities for your customers and leads. You can add tasks, appointments, and events to each activity.
6. Click on the "Reports" tab and generate reports for your CRM data. You can view reports on account activity, lead activity, and contact activity.

Using Abacus POS

Now that you have set up your Abacus system and learned how to use the CRM, let's take a look at how to use the POS system. Here are the steps to follow:

1. Click on the "POS" tab in the dashboard.
2. Click on the "Products" tab and select the products you want to sell.
3. Click on the "Customers" tab and select the customer you want to sell to.
4. Click on the "Transactions" tab and process a transaction. You can add items to the transaction, apply discounts, and process payment.
5. Click on the "Inventory" tab and manage your inventory levels. You can add products, track stock levels, and receive notifications when products are low.
6. Click on the "Reports" tab and generate reports for your POS data. You can view reports on sales, inventory, and customer activity.

Tips and Tricks

Here are some tips and tricks to help you get the most out of Abacus:

• Use the "Quick Search" function to quickly find specific accounts, leads, or contacts.
• Use the "Filter" function to narrow down your search results.
• Use the "Sort" function to sort your data by different columns.
• Use the "Batch Update" function to update multiple records at once.
• Use the "Customize" function to customize your dashboard and views.

Conclusion

Abacus - Manufacture & Sale CRM with POS is a powerful tool that can help you streamline your sales, marketing, and customer service processes. By following this tutorial, you should now have a good understanding of how to set up and use Abacus. Remember to take advantage of the tips and tricks we provided to get the most out of your system. If you have any questions or need further assistance, don't hesitate to contact Abacus support.