Sales Management

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

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55 articles in this collection
Written by Raymond Carrel, Michaela Gormanova, Alice Green and 1 other
Opportunities

Qualified and unqualified opportunities

Information on working with the Qualified status
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Written by Raymond Carrel
Updated over a week ago

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

Info on setting up this work stack
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Written by Raymond Carrel
Updated over a week ago

Creating a "Next Task" work stack for opportunities

Info on work stack creation and what we mean by "Next Task"
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Written by Raymond Carrel
Updated over a week ago

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

Info on setting up this work stack type
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Written by Raymond Carrel
Updated over a week ago

How to report on additional funding

You can use work stacks and reports to help you get visibility on additional funding requests
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Written by Raymond Carrel
Updated over a week ago

Using opportunity classifications

Configuring, using, and reporting on opportunity classifications - e.g. new, renewal, up-sell
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Written by Raymond Carrel
Updated over a week ago

Understanding opportunities: losing opportunities and capturing reasons for loss

How to process lost opportunities, and ways to monitor all lost opportunities
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Written by Raymond Carrel
Updated over a week ago

Setting up forecasting categories for opportunities

Find out how you can use work stacks to keep track of opportunities and highlight the ones that need your attention
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Written by Raymond Carrel
Updated over a week ago

Linking assets to new opportunities

Assets can be linked to new opportunities to enable a number of features
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Written by Raymond Carrel
Updated over a week ago

How is profitability information calculated for quotation lines?

Details on the various factors involved with profit calculation
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Written by Raymond Carrel
Updated over a week ago

Multiple Opportunity Owner - Set up

How to se up multiple opportunity owners on The Layer. Choose the option that works best for you and your company.
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Written by Michaela Gormanova
Updated over a week ago
Quotations and Sales Orders

Understanding Approval Rules

How do approval rules work and which notifications are triggered?
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Written by Michaela Gormanova
Updated over a week ago

Adding notes to quotation, sales order and invoice line items

Quotation, Sales Order and Invoice items can have notes added to item lines
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Written by Raymond Carrel
Updated over a week ago

Understanding spend commitment

Information on spend commitment / additional spend
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Written by Raymond Carrel
Updated over a week ago

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

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.
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Written by Raymond Carrel
Updated over a week ago

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

How to change an item's supplier for a specific quotation or sales order
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Written by Raymond Carrel
Updated over a week ago

Outputting variable discounts & subsidies on a quotation

Information and tips on how to display discounts and subsidies on your quotation output
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Written by Raymond Carrel
Updated over a week ago

Linking opportunity assets to quotation items

Information on linking assets to new quote lines
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Written by Raymond Carrel
Updated over a week ago

Linking opportunity assets to quotation items with quotation Data Capture

Information for users who have quotation Data Capture enabled
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Written by Raymond Carrel
Updated over a week ago

Duplicating a quote

Information on copying a quote, and the options available
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Written by Raymond Carrel
Updated over a week ago

Creating a custom service in a quotation

If you don't have the tariff you want in price book, you may be able to add it as a custom tariff
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Written by Raymond Carrel
Updated over a week ago