FAQ
Login and Accounts
Can multiple people log in with one account at the same time?
Not recommended. For team collaboration, create independent employee accounts and control visible menus and data scope through role permissions.
What should be done when an employee leaves?
Administrators can disable the account in employee management, or adjust the department, role, and data owner to ensure customers and projects can be handed over smoothly.
Why can't an employee see a certain menu?
This is usually related to role permissions, app activation status, or subscription package version. Check role permissions first, then confirm whether the corresponding module has been activated.
Customers, Proposals, and Contracts
What should I do if a customer is entered repeatedly?
Search by mobile number, name, or address first. Duplicate customers should be merged by the administrator or assigned to one owner to avoid scattered contracts and payments later.
Why can't I find a quotation proposal when signing a contract?
Confirm whether the proposal belongs to the current customer and whether it has been confirmed. Contract signing usually needs to be associated with a confirmed quotation or proposal.
Can a proposal still be modified after contract signing?
It is not recommended to directly modify a signed proposal. If product changes occur during project execution, use a contract change order to keep change records.
Products and Inventory
How can the product library be created?
The product library can be created by importing from the cloud product library, Excel bulk import, partner synchronization, or manual creation.
Why can't I find a product during quotation?
Check whether the product is enabled, whether it is within the visible scope, and whether it is maintained in the current company product library.
What should I do if inventory becomes negative?
First check whether there are missing stock-in records, duplicate stock-out records, or project shipment errors. After confirming the reason, correct it through stock-in, stocktaking, or adjustment processes.
Projects and After-sales
Where does project construction start?
It usually starts from a signed customer or contract, then enters project dispatch, and continues through construction templates, milestones, inspection, acceptance, and customer signature.
How can customers view construction progress?
Use transparent construction, official account notifications, or SMS notifications so customers can receive project updates at key nodes.
Can after-sales tickets be reassigned?
Yes. After-sales tickets can be reassigned in the ticket pool or ticket management. They can also be dispatched to external service resources depending on the scenario.
Finance and Data
Where does financial data come from?
It mainly comes from business records such as contract payments, invoices, purchasing, inventory, project costs, daily income and expenses, and after-sales costs.
Why is there no data in analytics?
Analytics depends on continuous data entry in each business module. If customers, contracts, purchasing, inventory, or after-sales records have not been generated yet, the corresponding statistics will be empty.
What can analytics be used for?
Analytics can be used to view customer conversion, signing trends, purchasing execution, inventory status, after-sales processing, and business review.