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How to Add Units of Measure

In order to manage the quantities of various items, multiple units of measurement must be configured in the CRM Sales module. From the Settings menu, you may enable the Units...

How to Create and Manage Product Attributes

Attributes allow you to organize and classify products effectively, making it easier for customers and staff to navigate and filter options. For example, attributes like size, color, and material can...

Tags – Managing Sales Tags

Adding tags to sales quotations and orders makes it easier to find and identify these entries. It also lets you customize these tags to fit your style preferences. Click the...

How to Manage Shipping Methods

This area guarantees that product delivery and price are in line, with customer pleasure as the top priority. You may efficiently set up shipping options on sales orders and quotes...

How to Manage Quotation Templates

Creating a predefined framework for sales quotes will aid in the management of orders that follow the same pattern. You may make the process of producing new quotes easier by...

Settings

By clicking on it, you may select the Settings option from the Configuration menu. Via this window, any Sales parameters can be changed. In the Settings menu of the Sale...

Products Overview

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How to Manage Discounts, Loyalty & Gift Card

Promotions, discounts, gift cards, and so on may help your product reach a wider audience and increase sales. Choose the Settings option from the Configuration menu to activate this function....

7 min read

How to Use Pricelists Effectively in Sales Module

The Sales module may help you define your company's pricing strategy. This module contains a feature called Price Lists that will assist you in setting up appropriate prices for your...

How to Add and Manage Product Variants & Attributes

The Product variant option in the Sales module makes it simple to specify various variations of a product. You must enable the Product Variants option from the module's Settings menu...

How to Add a New Product – Product Setup Guide

A well-organized product setup significantly influences the flawless operation of the Purchase, Inventory, Sales, e-commerce, and Rental modules. As a result, a consistent product layout implies that these modules will...

4 min read

Order Management

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How to Add and Manage Customer Records

Having a dedicated platform for tracking all of your consumers can help you improve your sales. It provides a centralized mechanism for collecting client data. It makes it possible for...

How to Manage Sales Team

To oversee all sales-related operations inside a business, a specialized staff is required. To handle and keep an eye on all sales-related operations, a corporation might assemble a team of...

How to Manage and Create Sales Order

When the customer confirms the quotation, it is transformed into a sales order. They can Sign and pay the quote using the website's customer portal. A pop-up window similar to...

How to Create a Quotation in Sales module

The first stage in developing a sales connection with a customer is generating quotes. You may prepare a quote for a client who contacts you for sales-related services that have...

5 min read

Manage Sales

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How to Generate Invoice in the Sales module

Once the Sales Order has been confirmed, the following step is to generate invoices for the orders. The moment you complete the sales order, the button to generate the invoice...

Features of the Sales Module

The Sales module manages sales transactions in a corporate company collaboratively. It works with the CRM module's features to produce a unified and easily accessible output. You may strategically trigger...