User interface overview of Sales

Viindoo Sales is one of the core apps, closely linked with other apps in Viindoo All-in-one Enterprise Management Solutions, Viindoo Sales provides a comprehensive tool full of information and data for:

• Tracking and supporting customers;

• Sending quotations and close orders;

• Organizing the sales teams;

• Planning price strategies;

• Real-time intelligence reports.

The interface overview of the Sales app includes the following information:

• Orders;

• To Invoice;

• Products;

• Reporting;

• Configuration.

Sales app basic information configuration

As the administrator of the whole system, you can see the Configuration Tips panel in the main view of the Sales app. On this panel, you can configure the basic settings before using:

• Company Data: The company data such as name, address, and tax code is set when you start the system and set the company information. You can double-check this information because it will be displayed on the header and footer of the sales quotations, orders, invoices, etc.

• Quotation Layout: You can customize the layout and how the quotation is displayed when you start using the Sales app.

• Order Confirmation: Choose online signature or payments to automatically confirm the quotation and switch it to the sales order. Here, you can choose the payment method via bank, Paypal online payment, credit card, etc. (Refer to the article Payment acquirers in Viindoo).

• Sample Quotation: Make a sample quotation according to the above configurations and send it to the customer.

Note

The Configuration Tips panel is displayed when you access the sales app, once you turn it off, it will not be able to reopen.

Orders menu on Sales app

Manage the information of quotations, sales orders, sales teams, and customers.

• Quotations: Manage the quotations during the selling process;

• Orders: Manage the sales orders of the enterprise;

• Sales Teams: Manage the sales teams and their members (refer to this article How to manage your sales teams);

• Customers: Manage the customer’s information in the system.

To Invoice menu on Sales app

This menu helps to track the invoice of the orders that you are in charge of. From there, you can proactively support customers as well as other departments in the company in time to complete their orders:

• Orders to Invoice: Manage all the orders in the To invoice status;

• Orders to Upsell: Manage all the orders that have the delivered quantity higher than the required quantity.

Products menu on Sales app

This menu helps you manage the saleable products on the system. Besides, when you activate the Pricelists feature, the Variants feature and the Coupon & Promotions feature, you can see the corresponding sub-menu:

Repoting menu on Sales app

Summarize the statistics, analyze the quotations, sales orders in the form of lines, columns, pie charts, and pivot tables in the Viindoo Sales app, helping managers evaluate the company’s business performance. The Sales app provides two reports:

• Sales;

• Dashboard.

Configuration menu on Sales app

Here you can configure the features or rules of the Viindoo Sale.

• Settings: The general settings of the Sales app.

• Sales Teams: Configure the sales teams and their members.

• Sales Orders

  • Quotation Templates: Configure the quotation templates.

  • Tag: Configure the tags for the quotations and the sales orders.

  • Shipping Methods: Configure the delivery methods and the delivery fees.

• Products

  • Attributes: Configure the products’ attributes.

  • Unit of Measure: Configure the products’ unit of measure.

  • Unit of Measure Categories: Configure the products’ unit of measure categories.

Note

You can go to Configuration ‣ Settings to enable more features of the sales app according to your needs.