{"id":12629,"date":"2025-02-28T04:50:12","date_gmt":"2025-02-28T04:50:12","guid":{"rendered":"https:\/\/jaldi.store\/?p=11725"},"modified":"2026-08-27T09:34:37","modified_gmt":"2026-08-27T09:34:37","slug":"how-to-synch-pending-invoices-customers-to-crm-server-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-synch-pending-invoices-customers-to-crm-server-in-adempiere-retail\/","title":{"rendered":"How to synch pending Invoices, Customers to CRM Server in Adempiere Retail"},"content":{"rendered":"\n

Tasks or activities in the Customer Relationship Management (CRM) system that are not yet completed<\/strong> and are waiting to be addressed.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Cashier<\/li>\n\n\n\n
  • Manager<\/li>\n\n\n\n
  • Back Office<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • View Pending Tasks<\/li>\n\n\n\n
    • Update Task Status<\/li>\n\n\n\n
    • Generate Reports<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • User Logged In with CRM Access<\/li>\n\n\n\n
      • Tasks Created and Assigned<\/li>\n\n\n\n
      • Pending Tasks Exist<\/li>\n\n\n\n
      • CRM System Configured for Task Tracking<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Task Creation Mandatory<\/li>\n\n\n\n
        • Accurate Task Assignment<\/li>\n\n\n\n
        • Status Updates Required<\/li>\n\n\n\n
        • No Deletion Without Approval<\/li>\n\n\n\n
        • Access Control<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          STEP1:<\/strong> To select a CRM Pending Process.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CRMPendingProcess-1\"<\/figure>\n\n\n\n

          STEP2:<\/strong> To click the start check box,then to run the process.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CRMPendingProcess-2\"<\/figure>\n\n\n\n

          STEP3:<\/strong> Once to run the process to show this popup window the process will complete or not will show and then to click the box.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CRMPendingProcess-3\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

          Tasks or activities in the Customer Relationship Management (CRM) system that are not yet completed and are waiting to be […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,97,83],"tags":[],"class_list":["post-12629","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style","category-adempiere-crm","category-adempiere-retail"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=12629"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12629\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}