System Settings
Company setup, users, roles, approvals, quotation terms and CRM preferences.
Active Users
12
👤
Roles
5
🔐
Approval Levels
3
✅
Templates
8
📄
Company Profile
ASPLCRM Preferences
WorkflowUsers & Roles
| User | Role | Status | Action | |
|---|---|---|---|---|
| Admin User System Owner | admin@aspl.example | Admin | Active | |
| Amit Sales Sales Engineer | amit@aspl.example | Sales | Active | |
| Production Team Manufacturing | production@aspl.example | Production | Active |
Approval Workflow
QuotationLevel 1: Sales Manager
Quote value up to ₹5,00,000
Level 2: Technical Head
Technical BOM and margin approval
Level 3: Director
Quote value above ₹10,00,000
Automation
Quotation Terms Templates
| Type | Template Text | Default | Action |
|---|---|---|---|
| Payment | 50% advance with PO, 40% before dispatch, 10% after installation. | Yes | |
| Delivery | 4-6 weeks from technically and commercially clear purchase order. | Yes | |
| Warranty | 12 months from commissioning or 18 months from dispatch, whichever is earlier. | Yes |