Layer Systems

Understanding widgets: Duplicating the Sales Order Leaderboard

How to approve additional funding request

Requesting Additional Funding

You can record the results of credit checks and other checks against a sales order

Capturing customer checks against a sales order

How to create an opportunity

Split the opportunity profits between pre-sales, sales or other Layer users via percentage or set monetary value.

Multiple Opportunity Owners

Deleting a Lead record

Using Calendar Conflict to assist with scheduling

Using a work stack to help with this process

Reconciling commissions

This article provides an overview of working with profit & turnover in The Layer.

Calculating turnover and profit

Raymond Carrel

Michaela Gormanova

Nick Kewney

A collection of articles about Sales Management, covering topics such as Inventory, Quotations and Sales Orders.

Sales Management

There are two primary widgets used to provide a picture on sales performance

Using sales performance widgets

This leaderboard widget offers a range of options and filters

Understanding the "Leaderboard - Revenue and Profit" widget

Widgets and Reports

Understanding Opportunities: Creating a work-stack based on the number of Tasks / Incomplete Tasks / Incomplete Tasks in future

Information on working with the Qualified status

Qualified and unqualified opportunities

Info on work stack creation and what we mean by "Next Task"

Creating a "Next Task" work stack for opportunities

Understanding Opportunities: Creating a work stack based on opportunity created date

You can use work stacks and reports to help you get visibility on additional funding requests

How to report on additional funding

Configuring, using, and reporting on opportunity classifications - e.g. new, renewal, up-sell

Using opportunity classifications

How to process lost opportunities, and ways to monitor all lost opportunities

Understanding opportunities: losing opportunities and capturing reasons for loss

Find out how you can use work stacks to keep track of opportunities and highlight the ones that need your attention

Setting up forecasting categories for opportunities

Assets can be linked to new opportunities to enable a number of features

Linking assets to new opportunities

Details on the various factors involved with profit calculation

How is profitability information calculated for quotation lines?

How to se up multiple opportunity owners on The Layer. Choose the option that works best for you and your company.

Multiple Opportunity Owner - Set up

Opportunity Mail Sweep

Opportunities

Quotes can be set as dominant manually or automatically

Setting a quote as Dominant

How do approval rules work and which notifications are triggered?

Understanding Approval Rules

Information on spend commitment / additional spend

Understanding spend commitment

Quotation, Sales Order and Invoice items can have notes added to item lines

Adding notes to quotation, sales order and invoice line items

How to change an item's name for a specific quotation or sales order, and how this carries through to purchase order and assets stages.

Overriding a product or service name on a quotation or sales order

How to change an item's supplier for a specific quotation or sales order

Changing the supplier when adding a product to a quote or sales order

Information and tips on how to display discounts and subsidies on your quotation output

Outputting variable discounts & subsidies on a quotation

Information on linking assets to new quote lines

Linking opportunity assets to quotation items

Information for users who have quotation Data Capture enabled

Linking opportunity assets to quotation items with quotation Data Capture

Information on copying a quote, and the options available

Duplicating a quote

If you don't have the tariff you want in price book, you may be able to add it as a custom tariff

Creating a custom service in a quotation

An optional feature that can help you keep track of incomplete sales orders

Tracking Sales Orders with Days in Progress

You can ask for bank details and a signed DD mandate at the point of quotation signature

Customer Direct Debit set-up during quotation sign

This feature allows for quotations to be locked at the point of approval

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

Quotations and Sales Orders

How to apply a discount to an upfront cost and where else this can be seen

Understanding quotations: managing upfront variable sell price & discounts

Understanding the One-off Subsidy Fund

An outline and brief explanation of the various discount types

Understanding discount types in The Layer

Using Discount Plans

Details on scheduling, conversion, payment grouping and more

Managing subsidy scheduled payments

An overview of Hardware Funds in The Layer

Using hardware funds

Another way to attribute hardware funds to an order

How to apply hardware fund prematurely

Fund balances can be adjusted directly from the customer record

Adjusting customer fund balances

An overview of how Subsidy can be used in The Layer

Subsidies in The Layer

Vijaya Tymerri

Discounts and subsidies

Information for customers who are using package bundles

Using package bundles

Find out about how to configure and use child and linked item bundles.

Managing product bundles

How to configure and use product bundles so that sales can easily find relevant bolt-ons and other related services.

Using child services bundles

How to configure and use linked items bundles so that sales can easily quote for products and services as a package.

Using linked items bundles

An overview of what Product Hierarchy means, and how we use it in The Layer with Parent and Child items.

What is product hierarchy? Parent and Child item relationships explained

How to enable and use the Product Basket feature within the Product Browser.

Using the product basket

Product Bundles & Hierarchy

Find out how to use work stacks and reporting to get a view of recent and upcoming expiries

Keeping track of renewals

The Cease Manager is a tool for managing disconnections

Keeping track of disconnections with the Cease Manager

Find out how to include profit lost from early renewals in your quotations

Using auto-calculated deal termination

Using auto contract extension

This feature can be enabled for specific classifications

Enabling auto contract extension

Understanding auto contract extension

Expiries, Renewals & Deal Termination

Find answers and get help from Intercom Support and Community Experts

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