KATC Manual

 Step 1: Search for the vehicle number 

Step 2: Click on the Opportunity 

Step 3: Click on create
Step 4: Enter the vehicle information and the details of their enquiries and click "Save" 

     - Edit the Odometer then "Save" 

    - Click on Job Order to print it

Step 5: Click on "New Quotation" 

Step 6: Select the type of service, add pack/bundle(if its to just add one product, just click on "Add a product")

Step 7: Select the type of pack/bundle

Step 8: Select a "Service/Repair" then click on "Save"

Step 8: Click on "Quotation/Order" to print quotation, if customer confirm then click confirm 

 And Click on "Job Confirmed" in the CRM

Step 10: Click on the Delivery 

Step 11: Validate the Quotation 

Step 12: Update on the Odometer before saving 

Step 13: Create an Invoice 

 - Click on Create and View invoice 

 - Post the invoice 

 - Click on the invoice to print it

Step 14: Click on Job Completed

Enquiries from Existing Customers

Step 1 : Search for "License Plate" (or mobile number) and click on it

Step 2 : Click "Opportunities"

Step 3 : Click "Create"

Step 4 : Select the vehicle, issues of the vehicle and enter additional remarks (if any), and then click the "Arrow" button next to the vehicle

  • Update the last odometer of the vehicle and click "Save"

Step 5 : Click "Save"

  • Print copy of job order to the customer, technician and keep workshop a copy (with customer's signature)

Step 6 : After checking and quotation is required, search for the lead number and click on it

  • Click "New Quotation"

Step 7 : Enter the quotation details, "Save" & "Print" the quotation

  • Select related "Type of Service"
  • Enter "Attn" (if applicable)
  • Click "Add Pack/Bundle"* or "Add a Product"** to quote the related services / products
*For Pack/Bundle, select the related Pack/Bundle and click "Add Pack/Bundle"
**For normal products / services, select from the product list or click "Search More" to view more product list

Step 8 : Click "Confirm" when customer agree with the quotation

  •  Change the stage of the opportunity to "Job Confirmed" (Or drag it from "Enquiries" to "Job Confirmed" in Kanban View)

Step 9 : When the job assigned to technician, update "Service/Repair by" and print the job card to the technician

  •  Change the stage of the opportunity to "Job In Progress" (Or drag it from "Job Confirmed" to "Job In Progress" in Kanban View)

Step 10 : When job done and technician submit the job card, search for the "Order Reference" and click on it

  • Click "Delivery"

  • Click "Edit", update the work done and click "Validate"

  • Click on the link of the Order Reference

  • Click "Vehicle"

  • Update the last odometer of the vehicle, click "Save" and the link of order reference

Step 11 : Click "Create Invoice"

  • Select "Regular Invoice" and click "Create and View Invoice"

  • Click "Post" if there's no additional amendment of the draft invoice

  • Print the invoice

Step 12 : When customer come and collect the vehicle, search for the order reference and click on it

  • In the tab "Other Info", click the opportunity link

  • Change the stage of the opportunity to "Job Completed", and click on the link of the order reference

  • Click on "Delivery"

  • Print the work order and request for customer's signature

Note : CRM (Lead No.), Vehicle (License Plate), Contact (Mobile), Sales (Order Reference/Quotation No.) are now searchable in the system & link to each other, users can always use the most comfortable / convenient searching method that most suit them.

Step 13 : Click "Register Payment" button when customer make payment

  • Select the payment journal, check for the payment amount and payment date auto-load by the system and enter the memo for the payment transaction (if amendment needed) and click "Validate"

  • Invoice will tag with "Paid" ribbon after payment registered and payment date and outstanding amount with "0" amount will also shown

Enquiries from Customer (Lost)

Step 1 : Go to CRM Module, click "Create"

Step 2 : Enter the opportunities name and click "Edit" (Leave "Customer" blank for NEW customers, or select related customer name for EXISTING customers)

Step 3 : Enter contact information of the potential clients, salesperson in charge and the details of their enquiries and click "Save"

Step 4 : Opportunities Lost
  • Click on the ":" button of the opportunities and click "Edit"

  • Click "Mark Lost"

  • Select the Lost Reason and click "Submit"

  • The opportunities now marked as "Lost"

Step 5 : Find the lost opportunities (if needed)
  • Click "Filters" > "Lost"

  • The lost opportunities are able to be seen

  • User can click "Restore" to activate the lost opportunities if needed

e-commerce display discount price

e-commerce display discount price


Go to price list

"Public Price list"

add the product price in public pricelist