Managing Prospects, Leads, Customers

Sales Funnel management

  • Sales forecasting
  • opportunity tracking
  • prospect tracking
  • Lead tracking
  • Sales Quotes

Customer Relationship management

  • new customers
  • managing customers
  • managing contacts and addresses
  • event tracking
  • task tracking
  • email interactions
  • conversations
  • managing contacts and addresses

Videos

FAQs

Sales Quote is commonly known as an estimate. It provides a detailed description on the items and the prices quoted to a Customer/Prospect interested in buying your products/services.

Creating a Sales Quote does not have an impact on the Sales Ledger or  Customer Balance.

There are two ways to create a Sales Quote –

1. Using Customer | Prospect master

To create a Sales Quote for a Customer, go to:

SALES > Customers > Select Customer > Action > Create a Sales Quote

To create a Sales Quote for a Prospect, go to:

SALES > Prospects > Select Prospect > Action > Create a Sales Quote

2. Using Sales Quotes master

You can create a new Sales Quote for a Customer using the Sales Quotes master. Go to:

SALES > Sales Quotes > Select Customer > Create New

Assigning a Price List

You can set different prices for different customers/prospects using Price Lists. Price Lists allow you to set prices for items that are different from
the default Item Price.

Price List can be assigned to Prospects, Customers and Suppliers.

To assign a price list to the Customer, go to:

SALES > Customers > Select Customer > View Customer > Edit > Profile tab

Go to Trading Information section, set Price List in the drop down.

When a Sales Quote document is created for a Customer, by default,
the price list assigned to the Customer is inherited by the Sales Quote document.

The inherited price list will be displayed in the Price List field of the Sales Quote document.

In case you wish to change the Price List for the Sales Quote, you can select one of the price lists from the drop-down field.

Also, in case the items in Sales Quote that are not included in the
selected Price List then the default price of the item (base price) is
considered.

For detailed information on Price Lists, refer Using Price Lists.

Adding line items

An Items tab in the Sales Quote document has a Line Item table that enables you to enter and select items like products/services.

Line Items are entered into each line of the Line Item table by using either the Enter or Find links.

Clicking Enter will allow you to enter product details directly on the line such as Description, Unit Price, Quantity etc.

Alternatively, clicking Find will allow you to search for Items already entered into your system, which will include details such as Description, Unit Price etc.

For more details on items, refer Using Items.

Adding margins

All about margins here

Stock availability

After entering the items details in the line item table in the Sales Quote document, you can check the availability of all the listed items in real time.

To check the availability of stock, click on Check Stock option on the header bar.

Preferred Suppliers

All about selecting preferred suppliers for entered line items here.

Printing Sales Quotes

You can print the Sales Quotes with your company logo, colors, and desired layout and format, etc.This is implemented using print templates.

You can create print templates and set them in a Sales Quote Document using the Template field drop-down.

To know more details about configuring print templates, refer to Setup Print Template.

You can set different prices for different customers/prospects using Price Lists. Price Lists allow you to set prices for items that are different from
the default Item Price.

Price List can be assigned to Prospects, Customers and Suppliers.

To assign a price list to the Customer, go to:

SALES > Customers > Select Customer > View Customer > Edit > Profile tab

Go to Trading Information section, set Price List in the drop down.

When a Sales Quote document is created for a Customer, by default,
the price list assigned to the Customer is inherited by the Sales Quote document.

The inherited price list will be displayed in the Price List field of the Sales Quote document.

In case you wish to change the Price List for the Sales Quote, you can select one of the price lists from the drop-down field.

Also, in case the items in Sales Quote that are not included in the
selected Price List then the default price of the item (base price) is
considered.

For detailed information on Price Lists, refer Using Price Lists.

You can print the Sales Quotes with your company logo, colors, and desired layout and format, etc.This is implemented using print templates.

You can create print templates and set them in a Sales Quote Document using the Template field drop-down.

To know more details about configuring print templates, refer to Setup Print Template.

Reference for Sales CRM

  • Refer Using Contacts to know how to records contact details of prospects, customers and suppliers in Salesorder app.
  • Refer Using Addresses Roles to setup billing, payment and shipping addresses for customers and suppliers in Salesorder app.
  • Refer Using Email to know how to configure your email accounts so that you can directly send emails from the Salesorder app.
  • Refer Using Memos to learn how to assign tasks, schedule events and  setup reminders in Salesorder app.
  • Refer Using Attachments to learn how to upload or link files in Salesorder app.

Related functions

  • See Order Capture to learn about order capture process in Salesorder app.
  • See Order Fulfillment to learn about order fulfillment process that follows order capture.
  • See Sales Accounting to know the impact of sales on the sales ledger.

Was this helpful?