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Sales Management
Sales Management
A collection of articles about Sales Management, covering topics such as Inventory, Quotations and Sales Orders.
Requesting Additional Funding
Understanding widgets: Duplicating the Sales Order Leaderboard
How to approve additional funding request
Capturing customer checks against a sales order
Multiple Opportunity Owners
How to create an opportunity
Deleting a Lead record
Using Calendar Conflict to assist with scheduling
Reconciling commissions
Calculating turnover and profit
Widgets and Reports
Using sales performance widgets
Understanding the "Leaderboard - Revenue and Profit" widget
Opportunities
Qualified and unqualified opportunities
Understanding Opportunities: Creating a work-stack based on the number of Tasks / Incomplete Tasks / Incomplete Tasks in future
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
Quotations and Sales Orders
Understanding Approval Rules
Setting a quote as Dominant
Adding notes to quotation, sales order and invoice line items
Understanding spend commitment
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
Outputting variable discounts & subsidies on a quotation
Linking opportunity assets to quotation items
Linking opportunity assets to quotation items with quotation Data Capture
Duplicating a quote
Creating a custom service in a quotation
Sales orders - tracking days in progress
Discounts and subsidies
Understanding quotations: managing upfront variable sell price & discounts
Understanding the One-off Subsidy Fund
Using Discount Plans
Understanding discount types in The Layer
Managing subsidy scheduled payments
Using hardware funds
How to apply hardware fund prematurely
Adjusting customer fund balances
Subsidies in The Layer
Product Bundles & Hierarchy
Using package bundles
Managing product bundles
Using child services bundles
Using linked items bundles
What is product hierarchy? Parent and Child item relationships explained
Using the product basket
Expiries, Renewals & Deal Termination
Keeping track of renewals
Keeping track of disconnections with the Cease Manager
Using auto-calculated deal termination
Using auto contract extension
Enabling auto contract extension
Understanding auto contract extension
