How to allocate customer’s service to resource in customer’s module in ERPCA?


The recurring services tagged with the client can be allocated to a resource which will be assigned to him after the task gets initiated every time.

This video will help you to understand how from customer module you can assign services to users.

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ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.

ERPCA provides the option to import customer data in bulk.The detailed or minmal version template can be downloaded from the import customer tab.

This video will help you to understand the process of tagging one or more recurring services with your customer through customer matrix.