Initially, all the Masters must be configured in Suraksha to suit your organisation’s requirements.
Masters can be seen in Masters menu.
Product Master contains details of the Products in your organisation.
To add Products, in Mastersmenu, click ProductMaster.
In the window that opens, enter ProductName, ProductCode and click Save to save the details.
Card Master is used to generate cards which will be used to generate bills. Each card is unique for a given PC and license is generated based on the disk id of the respective PC.
To generate a new card, in Masters menu, click Card Master.
In the window that opens, click New and click Save to save the card.
This card can be used to raise a bill for a product and secure a commercial licence for the product.
In Initiated Master, you can enter names of Sources through which customers can register or enquire about your products.
To add Sources to Initiated Master, in Masters menu, click Initiated Master.
In the window that opens, enter the Source Name and click Save.
In License Master, the types of licenses, Trial, Commercial or Complementary, are selected and the type is set for Main or Sub License.
To Set the License Type, in Masters, select License Master.
In the window that opens, select a License Name in the grid.
In License Type, select MainLicense or Sub License and click Save.
In Source Master, the names of Source from which customer details were captured is added.
To add the name of the source of customer information, in Masters, select Source Master.
In the window that opens, enter Source Name and click Save.
In Suraksha application, cards are generated in order to generate bills and license is generated based on the disk id of the respective PC. A card generated may be new, assigned to a PC, or blocked or deleted. These statuses are added in Status Master.
To add Card Statuses, in Masters, select Status Master.
In the window that opens, enter card StatusName and click Save.
Customer Support and Contact activities can be added in Activity Master. Customer can be contacted by Phone Call, Email, SMS or many other means and the names of these are added in Activity Master.
To add Activity, in Masters, select Activity Master.
In the window that opens, enter Activity Name in Activity and click Save.
During Customer Support, there may be different statuses of various activities done, like customer may not be interested ( “Closed”), or customer may be “Interested”, or there might be a need for “Followup” etc.
To add different statuses, in Masters menu, click Activity Status.
Enter Status Name and click Save.
The names of the Dealers of various Products is added in Dealer Master.
To add Dealers, in Masters, select Dealer Master.
In the window that opens, enter Dealer Name and click Save.