- Analytics (1)
- Configuration (11)
- Customization (3)
- General Settings (5)
- Integrations (1)
- Profile (2)
- CPQ/Sales (9)
- CRM (9)
- Getting Started (7)
- Masters (12)
- Uncategorized (4)
-
Organization Details
What is an Organization in a CRM system? The organization refers to the company or business that is using the Zhylar portal itself. This serves as the… Read more
-
Recent Transactions
What are recent transactions? Recent transactions in Zhylar provide a quick view of an item’s latest activity. They show when, how, and at what price it was… Read more
-
Organization Onboarding
What is Organization Onboarding in a CRM system? In a CRM product, organization onboarding is the process of setting up a new company to use the system… Read more
-
Units of Measurement (UOM)
What is UOM in a CRM system UOM or Units of Measurement refers to standardized units like kilograms, liters, or hours used to quantify products or services.… Read more
-
General Settings
View Recent Selling Price When turned on, recent selling price is reflected under “Item Details” wherever an item is added in the following modules: Under the added… Read more
-
Payment Terms
What are Payment Terms? Payment terms are the agreed-upon conditions between a buyer and a seller. These terms specify how and when payment should be made. They… Read more
-
Terms & Conditions
What are Terms & Conditions? Terms and Conditions in Zhylar govern’s terms of business transactions between customers and the business. These terms are applied to key sales… Read more
-
Currencies
What is Currency in a CRM system? Currency defines the monetary unit used for transactions within the CRM. Zhylar supports multi-currency operations, enabling businesses to handle global… Read more
-
Item Categories
What are Item Categories in a CRM system? Item categories are an organizational tool used to group related products or services within a CRM system. They simplify… Read more
Zhylar Blog 