Assignment

1 Decide who a new lead goes to Rules instead of whoever happened to press the button. 2 Write an assignment rule Every box on the form, what it does, and what breaks if you get it wrong. 3 When a rule runs On create, on edit, or both — and what "on edit" really means. 4 Cap how much one person is given A limit per person, the backlog cap that matters more, and somewhere for the rest to go. 5 When everybody is full Where the overflow goes, and how it gets moved on afterwards. 6 Who can set assignment rules Your own reports if you are a manager, anybody if you are an administrator. 7 Why did this lead come to me? Every assignment writes down what decided it. 8 Every module, one by one What routing means for each of the thirty-nine modules that take rules. 9 Leads The one everybody starts with. 10 Customers Who owns the relationship once somebody is actually buying. 11 Companies The organisation a lead or contact belongs to. 12 Deals An opportunity with a value and a stage. 13 Tasks Work somebody has to do. 14 Visits A field call. 15 Quotations Who is answerable for a quote — chasing it, revising it, and knowing why it was lost. 16 Sales orders A confirmed order. 17 Proforma invoices A request to pay before the goods move. 18 Invoices The tax invoice. 19 Bills of supply The document you raise when GST is not charged — exempt goods, or a composition dealer. 20 Retainer invoices An advance against future work. 21 Credit notes Money going back. 22 Delivery challans Goods moving without an invoice — job work, samples, goods on approval. 23 Vendors Which buyer looks after which supplier. 24 Purchase orders Who is answerable for an order placed with a supplier — chasing delivery, checking what arrives, and approving… 25 Purchase bills The supplier’s invoice. 26 Debit notes Money going back to you from a supplier — short supply, rejection, a rate difference. 27 Payments made Money going out. 28 Items Who looks after a product — its pricing, its stock levels, its supplier. 29 Stock transfers Goods moving between your own locations. 30 Stock adjustments A correction to what the system thinks you hold. 31 Assemblies Building one stocked item out of others — a kit, a set, a bundle. 32 Packages What physically goes in a box for despatch. 33 Bills of materials The recipe for making something. 34 Manufacturing orders A production run. 35 Quality inspections A check before stock is accepted. 36 Projects Who runs the job. 37 Project tasks Individual work inside a project. 38 Subscriptions Recurring revenue. 39 Documents The internal record behind every sales and purchase document. 40 Files An uploaded file in the Documents module. 41 Expenses Whose expense it is, and therefore who answers a query about it. 42 Payments received Money coming in. 43 Manual journals A hand-written accounting entry. 44 Fixed assets Plant, equipment, vehicles. 45 Warranties A registered warranty and any claim against it. 46 Circles A named group of staff. 47 Project groups A project roster.