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Fresa Gold – help

How to set an Auto Mail for Daily Followup..?

Here you can learn about how to set an auto mail. 1. Login with Fresa Gold, Navigate to Customer Service, select the particular shipment (Fig.1).   Fig.1 2. Click Follow up option in right side corner and Select the Type, Date, Priority and  Enter Remarks, once filled the details click Save button (Fig.2). Fig.2 …

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How to change the Client Name in Booking..?

Here you can learn about how to change the client name in booking. 1. Login with Fresa Gold, Navigate to Shipment/ Job (Fig.1). Fig.1 2. Click Organization in the Shipment(Fig.2). Fig.2 3. Click Edit to change the Client Name (Fig.3). Fig.3 4. Select the New Client Name and click Save …

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How to add Employee name in Organization master.?

Here, you can learn once created organization how to add/edit employee name in the created organization. Login with Fresa Gold, Goto Master -> Organization master (Fig-1), select the required organization from organization master list (Fig-2), Fig-1 Fig-2 2. Open the organization, click Employee region and click Add button to add …

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How to Create a New Party like Client/Supplier/vendor/Agent/Airline/Carrier/Bank in Fresa Gold.

Dear User, We can create a new party  like as Client/Supplier/vendor/Agent/Airline/Carrier in Fresa Gold using below steps. 1. Goto Master => select organization master from the list (Fig-1). You can get the list of already created customer/Client/Supplier/vendor/Agent/Airline/Carrier, you can download the same in different format using Options(Fig-2) (Fig-1) (Fig-2) 2. if …

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How to unpost a voucher in Fresa XPress

Dear User, Fresa XPress system have 4 status for all voucher, First status is Created, while you create a voucher by default system will assign the created status, then second status is approved and final one status is Posted, Posted status is used for freeze the accounting transaction of respective voucher …

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How to create a salesperson in Fresa Gold?

Dear User, please find the below step to create a new salesperson in Fresa Gold, 1. Go to HR –> Employee Master –> you can see your list of existing employee Fig-1 2. if you want to create new sales person click create button on the right side top window. …

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