Sending to QAD ERP
This option appears in the right-click menu only if QAD ERP integration is enabled. It lets you send the selected profile records to the QAD ERP application. Using this option creates a customer record for the selected prospects in the QAD ERP application database.
To send information on selected profile records, right-click the workspace area and choose Send to QAD ERP. You can also choose this option from the File menu. The system displays a message confirming that the selected records have been sent to the ERP application.
Note: Since profile records can contain details of customers, suppliers, and competitors also, you have to manually select those prospect records that you wish to integrate with the QAD ERP application. The Send to QAD ERP option of QAD CRM sends information to the cm_mstr and ad_mstr tables of the QAD ERP application.