How to Create a Sales Ticket

STEP 1: Logging in

To initialize the system, open your preferred browser, and type in the address bar: https://its.intellitech.co.ke/ to run the software application. A welcome screen appears:

Each user can sign in to their respective modules with their assigned credentials from the admin(s)

STEP 2: On the navigation bar click on ‘Sales Tickets’.

Step 3: Under 'Sales Tickets' click on the 'Add ‘+’ sign.

STEP 4: Upon clicking 'Plus + sign’, you will be navigated to a 'Ticket creation module, whereby, you are to fill in all the details

as below:

  • Select the company from the drop-down list, it's a new company, click on 'Add New' to create one
  • Note down your contact person in the 'Contact Field'.
  • Under 'Issue Summary', give a brief description of what the client's inquiry is about.
  • Next, give a detailed description of what the client is inquiring about e.g. Part Number, Price, Attach an image if need be, etc.
  • Below that, then specify how the inquiry came, the individual handling the quote, and whether the item will be sourced or quoted directly.
  • Depending on the nature of the inquiry, you add further details in the 'More details' field.
  • Once you've confirmed everything is in order, click on 'Create Ticket' at the bottom of the page.

 A message will then appear to confirm your successful ticket creation.

 

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