Sales Management
A collection of articles about Sales Management, covering topics such as Inventory, Quotations and Sales Orders.
By Chris and 2 others3 authors65 articles
- Understanding widgets: Duplicating the Sales Order Leaderboard
- How to approve additional funding request
- Requesting Additional Funding
- Capturing customer checks against a sales order
- How to create an opportunity
- Multiple Opportunity Owners
- Deleting a Lead record
- Using Calendar Conflict to assist with scheduling
- Reconciling commissions
- Calculating turnover and profit
- Working with opportunity Checklist tasks
- Understanding Opportunities: Creating a work-stack based on the number of Tasks / Incomplete Tasks / Incomplete Tasks in future
- Qualified and unqualified opportunities
- Creating a "Next Task" work stack for opportunities
- Understanding Opportunities: Creating a work stack based on opportunity created date
- How to report on additional funding
- Using opportunity classifications
- Understanding opportunities: losing opportunities and capturing reasons for loss
- Setting up forecasting categories for opportunities
- Linking assets to new opportunities
- How is profitability information calculated for quotation lines?
- Multiple Opportunity Owner - Set up
- Opportunity Mail Sweep
- Opportunity work stacks - filtering by primary and / or additional owner
- Setting a quote as Dominant
- Understanding Approval Rules
- Understanding spend commitment
- Adding notes to quotation, sales order and invoice line items
- Overriding a product or service name on a quotation or sales order
- Changing the supplier when adding a product to a quote or sales order
- Linking opportunity assets to quotation items
- Outputting variable discounts & subsidies on a quotation
- Duplicating a quote
- Linking opportunity assets to quotation items with quotation Data Capture
- Creating a custom service in a quotation
- Tracking Sales Orders with Days in Progress
- Customer Direct Debit set-up during quotation sign
- Locking quotations from Approval Manager
- Guide to Using Dynamic Values in Your Quotations and Sales Orders
- How to Add/Edit items to a Sales Order
- Prevent users from producing a quote after it's been won
- Adding approval rules related to leases
- Understanding quotations: managing upfront variable sell price & discounts
- Understanding the One-off Subsidy Fund
- Understanding discount types in The Layer
- Using Discount Plans
- Managing subsidy scheduled payments
- Using hardware funds
- How to apply hardware fund prematurely
- Adjusting customer fund balances
- Subsidies in The Layer