User ManualTable of ContentsProduct Overview2Availability3Compatibility3Features Overview4Consistent Customer Record4Adding ERP Customers from CRM4CRM Accounts to ERP Customers Link5Relating CRM and ERP Contacts5Address Maintenance6Create Invoices from CRM Service Contracts7Accurate Product Information8Relating CRM Products to ERP Items8Adding ERP Items9Product Inventory9Generate Orders from CRM Opportunities10Setup and Configuration12ERP Login Parameters13Setup Wizard13Setup ERP Selection13Select ERP Instance14Default Values for ERP Customers – Customer Templates15ERP Customer Template Maintenance15Assign CRM Users to a ERP Customer Template16Default Values for ERP Contacts – Contact Templates16Default Values for ERP Address – Address Templates18Default Values for ERP Sales Orders – Sales Order Templates19Default Values for ERP Invoices – Invoice Templates20CRM to ERP Field Mapping21Selecting a Template22Defining the Field Mapping22Field Mapping Functions23Field Mapping Conditions25Reviewing Field Mapping26ERP Data Query Wizard27ERP System Views32Mapped Queries33Ad Hoc Queries34Sites / Warehouses38Products / Items40Features and Comparison to Sage DynaLink41Frequently Asked Questions44Size: 2.13 MBPages: 45Language: EnglishOpen manual