RISHVI CRM – Extended User Manual

1. System Installation Overview 

Rishvi POS can be installed and configured directly from the Application Store inside your Linn works. 
During installation, the system prepares all modules such as Sales, POS, CRM, Inventory, and Dashboards. 

The setup process takes 5–10 minutes, and the platform guides you through each step.   

3. Begin the Setup Process 

Step 2 — Click “Start Setup” 

A blue button appears: 

🔵 Start Setup 

Clicking this will launch the installation process. 

The system now begins configuring: 

• POS 

• Dashboard 

• Sales Module 

• CRM 

• Inventory Module 

• Logistics & Metrics 

• User Access 

• Base system dependencies 

4. Setup Progress Screen 

Step 3 — Monitor Setup Progress 

You will see a loading bar with status: 

100% — Setup Complete! Please reload it. 

Important notes from the screen: 

• Do NOT refresh the page during the setup. 

•  Refresh only when the progress reaches 100% 

• The screen confirms successful installation. 

After full progress: 

A green message appears: 

“Setup Complete ! Please reload.” 

5. Reload System After Completion 

Step 4 — Reload the Page 

Once the setup finishes: 

• Hit browser refresh 

• Or click the system reload button 

This loads the fully activated POS system. 

6. System Ready (Dashboard Appears) 

After reloading, you see the Rishvi POS dashboard with: 

• Sales orders count 

• Revenue 

• Average order value 

• Monthly sales graph 

• Top sales orders 

• Quotations overview 

This means Rishvi POS has been installed successfully and is now operational. 

7. Logging Into the System 

If you are logged out after installation, a login screen appears: 

• Email 

• Password 

• Login button 

You must enter your administrator’s login details to proceed. 

Additional options: 

• Choose a user 

• Reset password 

8. Installation Complete 

After logging in, your full POS environment is activated. 

You now have access to: 

✔ Dashboard 

Analytics and insights 

✔ POS 

Billing, sales, receipts 

✔ Sales 

Quotations, sales orders, invoices 

✔ Inventory 

Stock, warehousing, operations 

✔ CRM 

Leads and opportunities 

✔ Apps 

Install and manage additional modules 

✔ Settings 

Company, taxes, users, configuration 

9. Post-Installation Setup Recommendations 

After installation, you should configure: 

🔹 1. Company Information 

Logo, address, tax info. 

🔹 2. Products & Categories 

Add all items to be sold. 

🔹 3. Pricelists 

Retail / wholesale pricing rules. 

🔹 4. Payment Methods 

Configure cash, card, bank payments. 

🔹 5. Users & Roles 

Assign POS users and permissions. 

🔹 6. Warehouses & Locations 

Enable stock tracking. 

10. Conclusion 

Your screenshots show a full installation and successful activation of Rishvi POS. 
This written manual outlines: 

• How the setup starts 

• Progress stages 

• Reload requirement 

• Login and dashboard entry 

• Post-installation steps 

Rishvi Inventory — Inventory Operations 

Rishvi Inventory allows you to manage, sync, and update all inventory data between Rishvi 

 and Linn works. It provides tools to import warehouses, categories, product quantities, 

 and bulk inventory in a structured and automated way. 

1. Product Import Section 

1.1 Linn Warehouse Details 

• This section syncs the list of warehouses from Linn works into Rishvi Odoo. 

• Clicking “Sync Warehouse” will 

• Fetch all warehouses configured in Linn works 

• Update or create warehouse records in Rishvi 

• Ensure that warehouse IDs are mapped correctly for future operations 

✔ Useful when adding new warehouses or refreshing existing warehouse data. 

1.2 Linn Product Category Details 

• Allows syncing product categories from Linn works to Rishvi. 

• On clicking “Sync Product Categories”: 

• All categories/subcategories from Linn works get imported 

• System maps them to Rishvi product categories 

• Ensures product classification remains consistent on both systems 

✔ Helpful for organizing products before bulk imports. 

2. Add Inventory by Linn SKU 

• This feature lets you manually add or adjust inventory for a specific product using its Linn SKU. 

• Steps: 

1.Enter the Linn SKU in the input box 

2.Click “Add” 

• The system fetches inventory details for that SKU from Linn works and updates Rishvi. 

✔ Useful for quick corrections or updating a single product without full bulk sync. 

3. Bulk Import Section 

This section deals with large-scale inventory synchronization. 

Inventories in Rishvi : 

• Number of product quantity records stored in Rishvi 

Inventories in Linn works : 

• Total Product Quantity records available in Linn Works 

• Clicking “Refresh Inventory” will: 

               1.Recalculate counts 

 2.Compare inventory differences between both systems 

✔ Helpful for monitoring data consistency. 

3.2 Sync All Inventory (Bulk Sync) 

This section is designed for multi-page dynamic inventory imports. 

Fields: 

• Start Page & End Page 

 
Define how many pages to fetch from Linn works. 

 Example: Pages 1 to 20(each page = 30 products 

• System calculates: 

               1.Total pages 

 2.Maximum number of products to sync (e.g., up to 600) 

• Clicking “Sync All Inventory” will: 

                1.Fetch inventory in batches 

 2.Update all product quantities in Rishvi 

 3.Ensure both systems stay fully synchronized 

✔ Best for first-time setup or full system refresh. 

On- Hand Quantity 

On hand quantity represents the current Physical Inventory available for a product in your 

 warehouse. It’s the real time count of items physically present and available for sale or 

 Use. 

4.Product Categories 

The Product Categories menu allows you to manage and organize all product categories that come from Linn works or are created within Rishvi. It helps classify products properly so that reporting, syncing, and stock updates work smoothly. 

1.Purpose of Product Categories 

Product categories are used to group similar items together. 
They help in: 

• Organizing products in a structured way 

• Mapping Linn works categories with Rishvi categories 

• Applying rules such as valuation, costing, and inventory routes 

• Quickly searching and filtering products 

• Ensuring accurate categorization during inventory sync 

2. Sync Categories from Linn works 

When you sync: 

• All categories from Linn works are imported 

• Existing categories are updated 

• New categories are created automatically 

• Parent–child hierarchy is preserved 

✔ Ensures both systems have an identical category structure. 

5.Warehouse 

The Warehouse menu allows you to manage and monitor warehouse information synced from Linn works. This is essential for handling inventory locations, stock movements, and multi-warehouse operations in Rishvi. 

Warehouses define where inventory is stored. 
In Rishvi, warehouse data is imported directly from Linn works to ensure both systems work with the same storage structure. 

This menu helps in: 

• Managing warehouse locations 

• Syncing warehouse details from Linn works 

• Updating storage information 

• Ensuring correct stock allocation during import and sync 

6.Pricelists 

The Pricelists menu allows you to manage product selling prices that come from Linn works or are maintained in Rishvi. It ensures that the correct pricing is applied during order creation, product syncing, and customer billing. 

Purpose of the Pricelists Menu 

Pricelists help businesses maintain flexible pricing rules for products. 
In  Rishvi integration, we ensure that: 

• Product prices coming from Linn works are synced properly 

• Rishvi and Linn works always reflect the same selling price 

• Future orders use accurate pricing 

• Special prices or custom pricing rules are applied correctly 

Inside Rishvi, you can also manually: 

• Create new pricelists 

• Set pricing rules 

• Define discounts or markups 

• Assign currencies 

• Limit the pricelist to a specific customer or customer group 

Useful when your business needs separate pricing structures. 

Rishvi Order Management  

The Order Management Dashboard in Rishvi CRM provides a centralized interface to manage orders between Linn works and Rishvi. It supports both single order operations and bulk order processing, making it efficient for daily synchronization, testing, and monitoring order flow. 

Objectives of the Dashboard 

• Import and sync orders from Linn works to Rishvi 

• Track order status across both platforms 

• Import supporting data like shipping services and country details 

• Monitor synced, pending, cancelled, and returned orders 

• Handle both single and bulk order operations 

1. Single Order Operations 

This section is used to import or update individual order-related data. 

Import Shipping Services 

Fetches shipping services from Linn works into Rishvi. This ensures proper mapping of shipping methods during order import. 

Import Orders by Order Number 

Allows importing a specific order by entering the Linn works Order Number. Useful for quick testing, manual re-import, or handling specific order issues 

Import Countries 

Syncs country master data (billing/shipping countries) from Linn works, ensuring consistent address mapping and validation. 

• Ideal for testing, troubleshooting, or handling specific customer orders. 

2. Bulk Order Operations 

Used for processing and synchronizing multiple orders at once. 

Start Page / End Page 

Allows selection of page range for bulk import. Each page contains approx. 30 orders. 

Sync All Orders 

Imports all orders in the selected page range (up to 600 orders recommended). 

Refresh Orders 

Refreshes the dashboard summary to display the latest order counts and updated status. 

• Suitable for daily synchronization, initial migration, and regular order updates. 

3. Order Summary (By Status) 

Displays categorized counts of orders from both Rishvi and Linn works, based on their current status. 

Rishvi Order Status 

• Quotation 

               Order created as a draft but not yet confirmed. 

• Sale Order 

Order confirmed and ready to be processed. 

• Cancelled 

Orders cancelled in Rishvi. 

• Synced 

Orders successfully synced with Linn works. 

Linn works Order Status 

•  Pending 

 Order received but not yet processed. 

• Processed 

Order confirmed and ready for dispatch. 

• Dispatched 

Orders shipped to customers. 

•  Returned 

Order returned by the customer. 

Helps track real-time order movements and synchronization accuracy. 

• The Order Management Dashboard helps automate and streamline order synchronization between Linn works and Rishvi. It allows users to import orders individually or in bulk, fetch shipping and country data, and track order statuses across both systems. This ensures real-time visibility and accurate processing throughout the order lifecycle. 

Menu Structure – Order Management Operations 

• All the order import-related operations are grouped under the Linn Order Operations menu. This includes data synchronization features such as sources, taxes, shipping services, currencies, countries, and customer matching. 
  The All Operations option opens the main dashboard where users can perform both single and bulk order operations. 

Sales Order Management 

The Sales Order module in Rishvi CRM enables users to manage customer orders efficiently and keep them synchronized with Linn works, ensuring real-time order accuracy across both platforms. 

It covers the full workflow from order creation, assigning shipping services, adding products, syncing to Linn works, and validating order status. 

1. Creating a Sales Order 

Steps 

1. Navigate to Sales → Orders → Create. 

2. Select the Customer. 

3. Set necessary fields such as: 

1. Order Date 

2. Salesperson 

3. Payment Terms (if applicable) 

4. Delivery Address 

5. Order lines 

   Once the order is complete: 

   Sync with linn works features will pushes  the sales order data from Rishvi to Linn works 

✔ Only confirmed sales orders can be synced. 

 ✔ Orders must contain at least one order line and a shipping service. 

Once the sales order is confirmed: 

1. Click “Sync to Linn works” (custom action button in Rishvi). 

2. The system sends order data to Linn works through API: 

1. Customer details 

2. Order lines 

3. Shipping service 

4. Total amount 

5. Delivery address 

3. On successful sync: 

1. The system receives back the Linn works Order Number. 

2. The field linnworks_sync is marked as True. 

Checking Order in Linn works 

 Once syncing is successful: 

1. Login to Linn works 

2. Navigate to Orders → Open Orders 

3. Search using: 

• Linn works order number 

4. Confirm: 

1. Product details match 

2. Shipping service is correctly applied 

3. Quantity and prices are correct 

Outgoing Mail Server (SMTP) 

An outgoing mail server, also known as an SMTP (Simple Mail Transfer Protocol) server, handles the sending and routing of email messages from email clients to their intended recipients. 

This includes: 

• Automated  notifications 

• Marketing  emails 

• Invoice  emails 

• Quotation  emails 

SET UP  

Server: smtp.gmail.com 

Port: 587 

Connection Encryption : SSL/TLS 

Username: your-email@gmail.com 

Password: App Password  

Make Sure to enable 2 step Verification 

Company Configuration Setup 

Company configurations in Odoo define your organization’s core settings, including 

 legal information, contact details, fiscal settings, and operational parameters. Proper     

 configuration ensures accurate accounting, reporting, and business operations. 

ACCESS AND NAVIGATION  

Administrator –> Company  

Administrator –> Out Going E-mail Services