Sales Order

by with No Comment BlogCPQ/Sales

Sales orders are records created when a customer commits to a purchase. They outline product details, quantities, prices, and delivery timelines, helping teams track and manage fulfillment. Sales orders streamline the transition from sales to delivery, ensuring accuracy, efficient processing, and clear communication with customers. 

Let us learn more in detail about the sales order lifecycle in the Zhylar system.

Getting Started

Sales Order List View

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Sales Order
  • Check the list of Sales Orders in the system

Add New SO

A Sales Order can be added to the system in several ways.

Sales Order Module

  • Click + New Sales Order
  • A new page will open.
  • Fill out the required details.
    • Company: Select or add a company to whom this Sales Order is being sent
    • Contact: Add contact from that company
    • Owner: Owner is the person who created the document or to whom it is assigned
    • Sales Order Date: Date on which invoice was created.
    • Payment Terms: Select or add payment terms
    • Due Date: Due date to confirm sales order
    • Subject: Optional field
    • Exchange Rate: Based on company selection, the exchange rate will be populated automatically. You can also manually adjust the exchange rate at the document level itself.
    • Sales Order Items: Add items to the Sales Order with a single click.
    • Modify quantity and unit price
      • Zhylar supports the primary & secondary UOM concept. You can specify quantity in any of the primary or secondary UOM. You can also set the unit price in any of these UOM.
  • Discount: This field is visible only if line discounts are enabled for your organization. You can specify the discount either as a percentage or as a fixed amount.
  • Tax Rate: The tax will be preloaded based on the item selected. It is defined during the creation of the item. However, you still have the option to change the tax that is applied to the item selected.
    • Amount: Amount will be calculated based on Quantity * Unit Price – Discount
    • Terms & Conditions: T&C can be selected from the defined T&C templates. Alternatively, they can be typed manually as per your need.
    • Notes: Any notes about the document to displayed to customer.
    • File Upload: This is to upload related files along with documents.
    • Save as Draft (edit later)
    • Save & Send (send immediately)

    Shortcut (Header)

    A new SO can also be added by clicking the + sign next to the profile. All following steps remain the same.

    Companies Module

    • From the Companies module, click open the company to whom you want to send an SO.
    • Go to SO tab.
    • Select +Sales Order

    From Deal

    A Sales Order can also be created from a Deal.

    • Select Create SO.
    • Go to Deals module.
    • Click open the Deal for which you want to make a SO.
    • Go to View Deal.
    • Click Create.

    The same process is applicable for creating Sales Orders from Quotes as well.

    Sales Order Lifecycle

    Draft

    Initial stage of the order- The sales order is created but not yet sent to the customer.

    • Available actions:
      • View: View the details of the document.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Mark as Sent: Sends the sales order to the customer, moving it to the next status.
      • Delete: If the SO is no longer needed, it can be deleted.

    Sent

    Indicates the order has been shared with the customer for review.

    • Available actions:
      • View: View the details of the document.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Mark as Sent: Sends the sales order to the customer, moving it to the next status.
      • Delete: If the SO is no longer needed, it can be deleted.
      • Mark as confirmed: The customer has confirmed the order.
      • Mark as rejected: The customer has rejected the order.
      • Mark as canceled: The sales order has been withdrawn (internally)

    Confirmed

    • Order is accepted and ready for invoicing
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Mark as Sent: Sends the sales order to the customer, moving it to the next status.
      • Delete: If the SO is no longer needed, it can be deleted.
      • Mark as rejected: The customer has rejected the order.
      • Mark as canceled: The sales order has been withdrawn (internally)

    Invoiced

    • An invoice has been generated from this particular sales order. Now, the sales order cannot be canceled or rejected.
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Delete: If the SO is no longer needed, it can be deleted.

    Rejected

    • The sales order has been rejected. Now, the status cannot be changed in any way.
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Delete: If the SO is no longer needed, it can be deleted.

    Canceled

    • The order has been canceled or withdrawn internally.
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Delete: If the SO is no longer needed, it can be deleted.

    Delete

    The document was deleted.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Companies

    by with No Comment BlogMasters

    What is a Company?

    A company is a business or organization you engage with. Companies can be clients, partners, or prospects, forming the backbone of your CRM.

    Features of a Company at Zhylar

    • Stores all company details (industry, size, location)
    • Tracks all interactions and documents
    • Get a 360-degree view of the organization- contacts, deals, and transactions etc.

    Company List View

    • Log in to Zhylar
    • Go to Left-hand navigation panel
    • Go to Company

    Here, you can find a list of all the companies added to the system.

    Viewing a Company Profile

    To view the details of any company,

    • Click any company name
    • See complete company overview
      • Basic information
      • Recent activities
      • Linked contacts/deals

    Customer Type

    • A company is categorized as:
      • Existing: A customer you’re already dealing with.
      • Prospect: Each customer/company is marked as a “prospect” until an invoice is generated and payment is made for said company. Once payment is made, the company is marked as “existing”.

    Search Filter

    • Conduct a universal search across all fields through the search box.
    • Or search/sort through Name/Phone no./Email/Currency/Customer Type/Status.
    • Or, you can use the Filter button to filter your searches from a range of filters.

    Managing Company Information

    Adding New Companies

    • Click “+ New Company”
    • Fill out the data
    • Click “Save”

    Also read about how to Import Companies on Zhylar.

    Update Company Details

    • Click ⋮ 3 dots
    • Click on Update
    • Make changes
    • Company currency cannot be changed/updated.
    • Click “Save“.

    Delete Company

    • Click ⋮ 3 dots
    • Select Delete
    • Provide confirmation.
    • The Company will be deleted successfully.

    Company Details

    • Click on any company to open and view details.
    • Profile tab opens by default.
    • Check all details of the company, e.g., status, customer type, etc.
    • Click ✏️ Edit (yellow-highlighted pen) to edit details or invite customers directly.
    • Switch tabs to check data in specific modules, e.g., contacts, leads etc.

    Managing Contacts

    A contact is an individual person associated with a company. This person might be a decision-maker, buyer, or support staff. Your team communicates with them during business interactions.

    View Contacts

    Click Contacts tab

    • See all users added to the company
    • Conduct universal search or filter by fields

    Adding a New Contact

    • Click “+ New Contact”
    • Fill required data.
    • Click “Save.”

    Update Contact

    • Click ⋮ 3 dots
    • Select Update
    • Make changes
    • Click Save.

    Delete Contact

    • Delete: Click ⋮ 3 dots
    • Select Delete
    • Provide Confirmation.

    Business Activities

    Leads

    • Click Leads tab
    • View all potential opportunities
    • Click lead name for details
    • Conduct universal search or sort by fields in ascending or descending order.

    Deals

    • Click Deals tab
    • See all active negotiations
    • Add New Deal:
      • Click “+ New Deal”
    • Fill required details.
    • Save deal.
    • Conduct universal search or sort by fields in ascending or descending order.

    Quotes

    • Click Quotes tab
    • See all Quotes
    • Add New Quote:
      • Click “+ New Quote”
    • Fill required details.
    • Save as draft or save and send quote.
    • Conduct universal search or sort by fields in ascending or descending order.

    Sales Orders

    • Click Sales Order tab
    • See all Sales Orders
    • Add New SO:
      • Click “+ New Sales Order”
    • Fill required details.
    • Save as draft or save and send quote.
    • Conduct universal search or sort by fields in ascending or descending order.

    Invoice

    • Click Invoice tab
    • See all invoices
    • Add New Invoice:
      • Click “+ New Invoice”
    • Fill required details.
    • Save as draft or save and send invoice.
    • Conduct universal search or sort by fields in ascending or descending order.

    Payments Received

    • Check financial transactions for this company.
    • Click on any payment document number to view all details.
    • Redirected to Invoice module.
    • Check all details for this invoice, timeline, notes, emails, etc.

    Statement

    Statement of accounts is a detailed summary of all financial transactions between a company and a customer. It covers a specific period and shows invoices, payments, credits, and the remaining balance.

    You can email the statement to your client by clicking on Send Email.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Web Forms

    Import Contacts

    Import Companies

    Document Series

    by with No Comment BlogConfigurationCustomization

    What is a document series?

    A Document Series is a structured numbering system applied to documents like invoices, quotes, and sales orders (e.g., INV-2025-001) to ensure consistency, efficient tracking, and easy communication.

    Benefits of document series in CRM

    • Automatic sequential numbering
    • Professional document presentation
    • Easy organization and retrieval
    • Audit trails for all transactions
    • Ease of Continuity in case of Data Migration

    Getting Started

    Viewing Existing Series

    • Log in to Zhylar
    • Go to Left-hand navigation panel
    • Go to Configuration
    • Under Customization, click on Document Series

    Lists the document series for following modules:

    • Quote
    • Sales Order
    • Invoice
    • Transaction

    Document Series Format

    Basic Structure

    • Prefix: Constant identifier (e.g., “INV”, “QT”)
    • Suffix: Auto-incremented number (e.g., “00001”)
    • Final Format: [Prefix]-[Suffix]
      Example: INV-0001
    • Automatic ascending order:
      • Example of successive sales orders: `INV-0001` → `INV-0002 → INV-0003
      • No duplicate numbers allowed
      • Suffix cannot carry any alphabets.

     How this works:

    • System applies prefix automatically
    • Number increments with each successive document

    Update Series

    • Click on any series to edit format by clicking on the yellow pencil:
    • Make changes.
    • Click Save.

    > Note: Changes only affect new documents – existing records maintain original numberings

    Important Notes on Editing

    • Suffix Updates:
      • If changing current suffix (e.g., 0002 → 0012):
      • All future documents use new sequence (0013, 0014 etc.)
      • The numbers that have been skipped cannot be used in the future (0003-0011 in this example)
      • System will show an error if attempting to use skipped number
    • Prefix Updates:
      • Affects only new documents
      • Existing documents keep original prefix

    How this works

    • Prefix auto-applies to new documents.
    • Suffix auto-increments.
    • Skipped numbers cannot be recovered – plan edits carefully.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Web Forms

    General Settings

    Basic Terminologies

    Import Contacts

    by with No Comment BlogMasters

    Contacts in a CRM system are individual people your business interacts with, such as customers, prospects, or partners. They store key details like name, phone number, email, and job title. Each contact is linked to companies (accounts), deals, and activities. This linkage allows your team to track every conversation and interaction in one place. It enhances better relationship management.

    Importing Contacts to Zhylar Platform

    • Log in to Zhylar
    • Go to Left-hand navigation panel
    • Click on Companies
    • The Companies list view will open.
    • From the top-right hand corner, click ⋮ 3 dots beside +New Company
    • Select Import Contacts.
    • You will be taken to a new page.
    • Upload a file in .xlsx format with the details of your leads.
    • If file is not ready, Download Template File from the right-hand corner.
    • Fill out the data in the filed provided.
    • All fields marked in * are mandatory.
    • For some fields, entry can be punched manually.
    • For others, such as salutation, country and such, a drop-down arrow will be there. You can select one of the pre-filled values.
    • Once done, upload this file back in the space provided by clicking on the Upload File button.
    • Click Import Contacts.
    • Your Contacts will be added to the system.
    • Click on Go to All Contacts to go to Contact List View page.
    • You can now see this newly added company in the list view.
    • In case there is an error with the file upload, simply click Replace File and try again.

    Once your Contacts have been imported, you can now proceed. Read about how to navigate through the Companies module at Zhylar.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Web Forms

    General Settings

    Basic Terminologies

    Tasks

    by with No Comment BlogCRM

    In a CRM system like Zhylar, tasks are activities or to-dos. They are linked to leads, deals, or contacts. These tasks help teams stay on top of their sales process. Tasks can include follow-up calls, meetings, sending proposals, or reminders for payment collection. They ensure accountability. They prevent missed opportunities. They keep every team member aligned by clearly defining what needs to be done, by whom, and by when.

    Getting Started

    • Move to Task
    • Here, you can find a list of all Tasks added to the system.

    Add New Task

    • A task can be added by moving to the Tasks panel.
    • Click on +New Task
    • Fill details.
    • You must give the task a name, assign an owner and set a due date. These fields are mandatory.
    • Set to repeat if required.
    • Set reminder if required.
    • Click Save.

    Filter Tasks

    You can filter tasks for easy search by clicking on the Filters button.

    • For example, owner filter is selected. Under which, user Jaccob Blue is selected.
    • Now, you will only see tasks whose owner Jaccob Blue is.

    Managing Tasks

    View Task

    • To check the details of any activity, click ⋮ 3 dots
    • Select View.
    • The details will be visible to you.

    Update Task

    • Click ⋮ 3 dots
    • Select Update
    • Make changes.
    • Click Save.

    Delete Task

    • Click ⋮ 3 dots
    • Select Delete
    • Provide confirmation.
    • Your task will be deleted successfully.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Web Forms

    General Settings

    Basic Terminologies

    Pipeline Management- Deals

    by with No Comment BlogCRM

    What is a Deal Pipeline?

    A deal pipeline (or sales pipeline) is a visual way to track where each deal is in your sales process.
    It’s divided into stages — for example:

    • New → Qualified → Proposal Sent → Closed Won/Closed Lost

    By moving deals through these stages, teams can:

    • Make sure no opportunity gets forgotten
    • See exactly how close they are to closing
    • Spot bottlenecks in the process

    Zhylar’s Multi-Pipeline Approach

    • Through the multiple pipeline feature, Zhylar offers a flexible approach to managing the sales cycle.
    • Create multiple pipelines for different workflows
    • Each pipeline has:
      • Custom fields
      • Tailored stages
      • Role-based access

    Configure Pipeline

    • Firstly, a user with “edit pipeline” access can View/Edit/Delete pipelines.
    • You can navigate to the deals pipeline in two ways:
      • Go to the Left-hand navigation panel
      • Go to Configuration
      • Under “Pipelines”, select Deal Pipelines
    • Alternately, go to the Left-hand navigation panel
    • Go to Deals
    • Quick Access: Click ⚙️ on Deals page

    Pipeline Management

    Creating Pipelines

    • Using either of the two aforementioned ways, go to Deal Pipelines
    • Click “Add Pipeline”
    • Configure:
      • Stages: Add/rename as needed
      • Probabilities: Set win % per stage
      • Assign Hierarchy: Grant access to the pipeline through role-based hierarchy
      • Click Save

    Probability Scoring

    • Stage Value = Potential deal amount. E.g., 1000 AED
    • Stage Probability = Likelihood of closing E.g., 10%
    • Weighted Value = (Stage value × Probability) = 1000*10% = 100 AED

    Stages in a Pipeline

    In Zhylar, you can create several Deal Pipelines. Within those pipelines, you can create stags.

    • Each Pipeline has three default stages
      • New
      • Done
      • Lost
    • Users can add and customize stages as required.
    • Click Add Deal Stage to add a new stage.
    • Give the stage a name.
    • You can shuffle the position of the stages that you add via drag and drop method.

    Delete Added Stage

    Users can only delete stages they have added, i.e., Default stages cannot be deleted.

    To delete,

    • Click on the red cross.
    • You will be asked to transfer any existing leads from this stage to another stage.
    • Once done, you can proceed to delete the stage.

    Purpose

    • Prioritizes deals with higher probability of conversion
    • Focus on deals that generate more revenue, i.e., targeted effort
    • Take action on deals that require follow-up
    • Forecasts realistic revenue through probability and weighted value
    • Visualize the complete deal cycle as well as the position of each deal in the cycle.

    Read all about the complete Deals Module before you proceed.

    Also Read

    Units of Measurement

    General Settings

    Basic Terminologies

    Web Forms

    by with No Comment BlogCRM

    Webforms in CRM are online forms that capture customer information directly into the CRM system. They accelerate lead generation by automating data entry. This reduces manual errors and ensures leads or inquiries are instantly recorded. Follow-up occurs immediately.

    To create a Web Form

    • Go to Configuration from the left-hand panel
    • Click on Leads
    • Select Web forms
    • Click on + New Web Form
    • Add fields (name, email, custom questions)
    • Click Save.
    • To publish, open the form again. Click Publish.
    • Add expiry day for the form to become inactive. Or, keep the form published forever.
    • A published form cannot be deleted. It should be marked as “Archive” first.

    Webform Status

    Each webform will reflect a status:

    • Draft– Form not published yet.
    • Publish– Form published and active.
    • Expired– Form has reached expiry date selected by user.
    • Archive– Form moved to archive status. (irreversible action).

    Track Leads Generated from Web Forms

    • To track leads generated from a certain web form, click open the form.
    • Click on View Leads
    • You will be taken to a new page.
    • The leads generated from this form will be visible to you.

    Managing Web Forms

    The actions related to web form and how to conduct them are as following:

    1. Edit– Click ⋮ 3 dots > Update (only if draft)
    2. Form Leads- Click ⋮ 3 dots > Check leads received from particular web form
    3. Clone– Click ⋮ 3 dots > Clone > Rename form title & Save
    4. Copy Link– Click ⋮ 3 dots > Copy Link (Embed on website or share)
    5. Archive– Click ⋮ 3 dots > Archive > Confirm (Form can be deleted)

    Delete Webform

    • To delete a webform, you must first ensure that a form is either in Draft/Archived/Expired status.
    • A form presently in Publish status cannot be deleted.
    • Click ⋮ 3 dots > Mark as Archived first.
    • Once done, click ⋮ 3 dots
    • Select Delete (Irreversible action/ published forms cannot be deleted)
    • Provide confirmation
    • Your web form will be deleted.

    Expired

    • Once a form has reached its expiry date, the status will reflect Expired.
    • This form can now be deleted, if required.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Units of Measurement

    General Settings

    Currencies

    Email Configuration

    by with No Comment BlogConfigurationIntegrations

    What is Email Configuration in a CRM system?

    Email configuration refers to the setup process that connects your business email account (IMAP or Outlook) with the CRM. This enables users to send, receive, track, and manage emails directly within the CRM. It ensures centralized communication, improves customer engagement, and supports features like templates, automation, and activity logging.

    Configure Email

    • Log in to Zhylar
    • Go to Left-hand navigation panel
    • Click on Configuration
    • Under Integrations tab, select Configure Email
    • A new page will open.
    • Click on “Connect email account” to proceed.
    • Select one of the following email providers to continue.
    • You will be taken to a sign-in page. Fill in your email ID that you want to configure.
    • Select an existing account or add new account.

    For Outlook / Microsoft 365 

    1. Click Connect with Outlook. 
    1. A Microsoft sign-in prompt appears. 
    1. Authenticate with your Microsoft credentials. 
    2. Your email has been configured.

    Note: One user can configure one email ID only.

    Custom IMAP/SMTP setup

    Use this option when connecting a non-OAuth email provider (for example, a company-managed mail server).

    Step-by-step instructions

    • Open the email integration settings in Zhylar.
    • Select Custom IMAP/SMTP as the connection method.
    • Enter the required email server details:
      • Email address: Enter your full company email address.
      • IMAP host / port: Enter the IMAP server address (e.g., imap.example.com)
      • SMTP host / port: Enter the SMTP server address (e.g., smtp.example.com)
    • Username and password: Enter your company email login credentials.
    • Review the entered server details for accuracy.
    • Click Save to submit the configuration.
    • Once the user completes authentication or enters credentials, Zhylar sends the details to Email Engine for validation. 
    • Email Engine will attempt to authenticate and establish IMAP/SMTP or API session. 
    • A success or error toast message will be displayed.
    • Once a Success message is received that means you are connected. If an error message is received then user will have to check the details provided above or contact zhylar support team for the same.

    Configure sending and receiving preferences

    After the email account is connected, configure how emails are sent and received within Zhylar.

    Sending preferences

    1. Select the default From address (typically the user’s primary email).
    2. Optionally configure an email signature that Zhylar will automatically append to all outgoing messages.

    Receiving preferences

    1. Select the email folder to monitor (Inbox is selected by default).
    2. Enable auto-fetch or webhook notifications for incoming emails.

    Enable email workflows

    Once the email connection is active:

    1. Inbound emails received via EmailEngine APIs or webhooks flow directly into the Zhylar inbox or configured ticketing workflows.
    2. Outbound emails are sent using EmailEngine’s Submit API, with the process fully managed and abstracted by Zhylar.

    This ensures seamless email communication and automation across your CRM workflows.

    Disconnect Email

    To disconnect your email ID,

    • Click on Disconnect
    • Provide confirmation.
    • Your email account will be disconnect.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Units of Measurement

    General Settings

    Currencies

    Email Templates

    by with No Comment BlogConfigurationCustomization

    Email templates in Zhylar offer pre-designed formats for quick communication, consistency and ensuring accuracy. These templates can be customized for brand alignment.

    Getting Started

    • Log in to Zhylar
    • Go to Left-hand navigation panel
    • Click on Configuration
    • Under Configuration tab, select Email Template.
    • Create templates for:
      • Deal
      • Quote
      • Sales Order
      • Invoice
    • If Zhylar email is used, the email will be marked as a no-reply email.
    • If email is sent from an integrated personal email ID, replies can be sent to the email.

    Add New Template

    • Navigate to desired tab
    • Click + New Template.
    • A side sheet will open.
    • Enter template name
    • Note: Two templates cannot have the same name in the same module. The system will not allow duplicates.
    • Fill out remaining fields
    • Insert variables if required to customize your template. Variables are placeholders used to dynamically insert specific data—such as a customer’s name, deal value, or due date—into templates, emails, or documents
      • List of variables differ from module to module.

    The image below represents the variables presented in the Sales Order module:

    • For example, if SO Expiry Date is selected, the system will automatically pick the expiry date added from the sales order.
    • Or, Contact Name is selected, the name willl be picked directly from the name added to the SO.
    • if Click Save.
    • The field options in all templates are the same except in customer portal. Here, only a Template Name, Subject and Body can be added.

    AI Email Generator

    • Are you stuck whilst writing your emails?
    • At a loss for words?
    • Not sure how to write a message that will surely make an impact on your clients?

    No reason to worry at all because Zhylar offers an AI email generator.

    • Click on AI ✨
    • Provide a prompt for the nature of your email.
    • The AI Email generator has generated email content.
    • Once the text is generated, you can:
    • Refine: Based on your preference, you can ask the AI email generator to refine the text.
    • Insert: Add documents or files
    • Replace: Click on Replace to add this text by removing the existing text in the email (if any)
    • Once done, click on Save to save your AI-generated email template.

    Default Template

    • Marked by a white star in a purple circle.
    • First template created under any tab will be automatically marked as default.
    • To Change default template, go to List View
    • Click ⋮ 3 dots
    • Select Mark as Default.
    • If there is only one template in the system, the existing template will be marked as default automatically.

    Update Template

    To update a template,

    • Click ⋮ 3 dots
    • Select Update
    • Make your changes.
    • Click Save.

    Delete Template

    To delete a template,

    • Click ⋮ 3 dots
    • Select Delete
    • Provide confirmation.

    Note: A template marked as Default Template cannot be deleted.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Units of Measurement

    General Settings

    Currencies

    Organization Details

    by with No Comment BlogConfigurationProfile

    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 top-level account under which all users, modules, data, and customizations are managed. This setup ensures centralized control over user roles, data access, business settings, and operational workflows.

    Viewing Organization Details

    1. Log in to Zhylar 
    1. Go to Left-hand panel
    2. Go to Configuration
    3. Under Profile section, select Organization Details
    1. A new page will open for you. 
    1. View Organization details.

    Update Organization 

    1. Click on the yellow button “Update Organization”.
    1. Make your changes.
    1. The following details cannot be changed:
      • Legal start date
      • Base Currency
      • Discount
    2. Click Save.  

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    Also Read

    Units of Measurement

    General Settings

    Currencies