Sales Management

• CRM
  • CRM App Overview
    • Getting started with CRM in Viindoo
      • Key features of CRM
      • How to install CRM in Viindoo
      • User access rights
    • Overview of the user interface in CRM
      • Leads in CRM
      • Sales in CRM
      • Reporting in CRM
      • Configuration in CRM
  • Manage Sales Teams and Sales Regions
    • Establish Sales Teams and Sales Regions
      • Sales regions establishment
      • Sales Teams settings
      • Sales Teams and regions in the detailed of a Lead/Opportunity
  • Acquire leads
    • Steps to record Leads
      • Basic information of lead on CRM
      • Sales team, who takes responsible for leads on CRM
      • Potential prioritization leads on CRM
      • The tracking of leads on CRM
    • Generate Lead/Opportunity from emails
      • Configuration for generating Leads from email
        • Configure Incoming Email Servers
        • Configure Leads/Opportunities generation from incoming Emails of Sales Teams on the CRM app
    • Generate Lead/Opportunity from Outlook email
    • Generate Lead/Opportunity from your website Contact page
      • Website installation and Contact Us form
      • Setup default Sales team and Salesperson for the Leads generated from Contact Us
      • Details of Lead/Opportunity generated from Contact Us form
    • Generate Lead/Opportunity from LiveChat
      • Installing Live Chat application
      • Creating Lead/Opportunity from Live Chat
  • Organize the pipeline
    • Get Organized and Planning for customer care activities
      • Activity Types configuration
      • Schedule customer care activities in Lead/Opportunity
    • Convert Lead into Opportunity and assign to person in charge
      • Enable Leads feature on CRM application
      • Converting Lead into Opportunity in CRM
      • Merge Opportunities
    • Create quotations and send them to the customer
    • Manage lost Lead/Opportunity
      • Configure Lost Reasons on CRM app
      • Mark Leads/Opportunities as lost
      • Restore lost Leads/Opportunities
  • Analyze performance
    • CRM Report on Lead/Opportunity Annalysis
      • Leads/Opportunities Analysis Reportings
        • Graphs and charts
        • Pivot Analysis
        • Cohort Analysis
      • Filter, Group By data
    • Lead/Opportunity Analysis with Sankey Chart
      • Install the required module
      • Using Sankey chart in Leads/Opportunities’ conversion rate analysis
• Sales
  • Sales App Overview
    • Introduction of Sales in Viindoo
      • Sales app installation
      • Access rights settings
    • User interface overview of Sales
      • Sales app basic information configuration
      • Orders menu on Sales app
      • To Invoice menu on Sales app
      • Products menu on Sales app
      • Reporting menu on Sales app
      • Configuration menu on Sales app
  • Sales Team
    • Establish Sales Teams and Sales Regions
      • Sales regions establishment
      • Sales Teams settings
      • Sales Teams and regions in the detailed of a Lead/Opportunity
    • Sales Target Management
      • User access rights
      • Create team sales target
        • General information
        • Personal Sales Target tab
        • Sales KPI tab
      • Manage sales target
        • Manage team sales target
        • Manage personal sales target
  • Manage the Sales Taxes in Viindoo
    • Setting up and Using default Taxes on Sales
      • Default taxes configuration on product form
      • Apply default customer taxes to Sales order
    • Steps to setup Fiscal Position (Taxes and Accounts)
      • Configure fiscal position
      • Fiscal position application
        • Automatic application
        • Manual application
    • Taxes and tax rules configuration
      • Tax activation
      • Tax configuration
        • 1. Basic information
        • 2. Definition tab
        • 3. Advanced Options tab
    • Manage the price including or excluding taxes
      • Default tax configuration
      • Create a B2C pricelist with tax-included price
      • Configure fiscal position for tax-included price
      • Apply to Sales transactions
  • Manage your pricing
    • Manage multiple prices per product
      • Set up the Pricelist
      • Apply the Pricelist
    • Pricelists: Manage advance price rules
      • Set up Pricelists feature
      • Steps to create a pricelist
        • Configure general information
        • Price rules tab
          • Price Computation
            • Price Computation as Fixed price
            • Price Computation as Percentage (discount)
            • Price Computation as Formula
          • Conditions
        • Configuration tab
      • Apply Pricelist on Sales
        • Apply pricelist by default to a partner
        • Select pricelist on a quotation
    • Selling in foreign currencies price
      • Configuration
      • Apply foreign currencies in sales
  • Manage Sales Subscription
    • Getting started with Subscription
      • Sales Subscriptions app installation
      • Some general configurations for the subscription application
        • Establish Setting
        • Establish Sale Recurrence
        • Establish Subscription close reason
      • Steps to create a new subscription products
    • How to create a sales order for subscription products
      • Create a subscription quotation
      • Create the additional sales order
        • Create an additional subscription order at the end of a normal cycle
        • Upsell products when a cycle has not yet ended
      • Automatically ending the subscription packaging at the end of a cycle
      • Renewing subscription orders after they have expired
    • Purchasing and tracking subscription orders by customers
      • Purchasing subscription from the website interface
      • Monitoring Order Information
        • Receive a Reminder Before Expiration Date
        • Renew Subscription Orders
        • Receive Payment Notification for Order
    • Subscription Analysis Report
      • Monthly Recurring Revenue (MRR) Report
      • Annually Recurring Revenue (ARR) Report
      • Revenue Churn Rate Report
      • Revenue Retention Rate Report
  • Send quotations
    • How to create Sales Quotation and Sales Order
      • Create a quotation in the Sales module
        • Detailed information on a quotation
        • The Order lines tab
        • Optional Products tab
        • Other Info tab
        • Customer signature information
      • Send the quotation to the customer
      • Confirm the quotation
    • Designing Quotation Template for fast and efficient sales process
      • Enable the Quotation Templates feature
      • Set up quotation templates
      • How to use the Quotation Templates
    • Setting up the validity period for quotation
      • Set up expiration dates on quotations
      • Expiration dates on quotation templates
    • Manage invoicing address and delivery address in Sales
      • Enable the Multi-Addresses feature on sales orders
      • Multiple customers addresses configuration in Contacts app
      • Using multiple customer addresses in sales orders
    • Activate E-Sign feature to confirm order
      • Enable the Online Signature feature
      • How to confirm orders using online signature
    • Activate online payment in Viindoo
      • Enable Online Payment
      • Use online payment to confirm orders
    • Add Optional Products in Sales Order
      • Enable optional products in Sales
      • Optional products configuration in product details
      • Use optional products in quotation and sales order
    • Activate Terms and Conditions in Sales
      • Enable the Viindoo feature of terms and conditions
      • Using terms and conditions in general settings
        • In the quotation / sales order
        • In the invoice
      • Add terms and conditions to the sale quotation template
  • Invoicing Method
    • Invoice based on delivered or ordered quantities
      • Configure the default invoicing method
      • Issue invoices according to established policy
        • Invoice what is ordered
        • Invoice what is delivered
    • Down payment in Viindoo Sales
      • The Down payment product
      • Create down payment invoices
      • Create to the final invoices
    • How Pro-forma invoice works in Viindoo
      • Enable the Pro-forma Invoice feature
      • Use a Pro-forma invoice in an order
    • Invoice based on timing of service provision
      • Create products to record timesheets while working on the task
      • Invoicing based on service time
    • Invoice based on project milestone
      • Create service products and set up the Service invoicing policy
      • Create invoices based on milestones
    • Re-invoice expenses to customers
      • Create expense product
      • Record the expenses and connect with the oder
        • Step 1: Create the Customize service product
        • Step 2: Create orders for the customizaton services
        • Step 3: Record the hotel expense that needs re-invoiced to the customer
  • Gift
    • Setup Promotion programs
      • Activate Promotion program feature
      • Create Promotion program
        • Set up conditions to apply
        • Set up Validity
        • Set up Rewards
      • Apply the promotion program on an order
        • Using rewards as a discount
        • Using reward as free product
        • Sending a Coupon
    • Create Coupon programs
      • Activate coupon program
      • Configure coupon program conditions
      • Apply Coupon program to Sales orders
      • Apply Coupon program to the website
  • Shipping Method
    • Configure delivery methods
      • Enable Delivery Methods
      • Configure Delivery Methods
        • Configure fixed shipping price
        • Configure the rule-based shipping price
        • Configure shipping rules to a certain destination
  • Payment for Sales orders
    • Advanced features related to payment
      • Install the link payments and sales orders feature
      • Apply the link payments and sales orders feature
  • Advanced Topics
    • Granting Portal access to customers
      • Portal users definition
      • Granting portal access
      • How to apply portal user feature in Sales
  • Sales Reports
    • Sales Analysis Reports
      • Sales report
        • Bar, line, pie chart in sales reports
          • Filter the report
          • Use Measures and Group By to view reports
        • Pivot view of sales report
      • Dashboard
        • Line chart, bar chart and pie chart of the dashboard report
        • Pivot report view
        • Cohort report view
        • Dashboard report statistics
    • Sales Analysis with Sankey Chart
      • Install the required module
      • Using Sankey chart in Quotations’ conversion rate analysis
• Point of Sale
  • Point of Sale App Overview
    • Overviews of Point of Sale in Viindoo
      • Main features
      • Installation
      • Users Access Rights
    • Product and Product categories in Point of Sale
      • How to create categories for POS products
      • How to create a product in POS
        • How to create a new product from the POS view
      • How products & product categories work in POS view
    • Manage PoS process in Viindoo
      • Create a new session
      • Create a PoS sales order
      • Close the session
      • View sales report
    • How to register a new customer in POS
  • Shop Features
    • Steps for Cashiers to log in to PoS shop
      • Enable the Employee login feature
      • Log-in Code Configuration for employees
        • Create a PIN Code
        • Create and print the Badge ID
      • How to log in to the PoS app
        • Log in with PIN Code
        • Log in without PIN Code
        • Log in with Badge ID
    • Advanced Cash Control: Setting up and Managing
      • Configure cash control for a point of sale
      • Cash control
        • Closing balance difference of a session is equal to 0
        • Closing balance difference is bigger than the authorized difference
        • Closing balance difference is smaller than the authorized difference
    • Steps to activate Cash Rounding in PoS
      • Settings
      • How to apply rounding rules to the PoS?
    • Manage PoS Bill
    • Invoice from the Point of Sale interface
      • Feature Activation
      • Create an invoice from Point of Sale app view
      • Check invoiced transactions
    • Good Returns in Viindoo PoS
  • Restaurant Features
    • Restaurant Reservation Management
      • Create your new restaurant in Point of Sale app
      • Floor Management
      • Manage tables in a floor
      • Making Orders
      • Table transfer
    • Using Fiscal Position in Point of Sale (PoS)
      • Configuration of Fiscal Position on a sales order
      • Default fiscal position configuration
    • Printing PoS orders at the kitchen/bar
    • Applying bonus amount on payment
      • Configuration
      • Steps to perform
    • Steps to split bills in Viindoo PoS
      • Activate Bill Splitting feature
      • Steps to split bills
    • How to print bills before payment?
  • Pricing Features
    • Managers control price modification in PoS
    • Guideline to set up Pricelists in PoS
      • How to set up Pricelists in Point of Sale
      • Working with Pricelist
    • How to apply discount
      • Manual Discounts
        • Apply discount on one product
        • Apply global discount for an order
      • Apply discount by using pricelists
    • Steps to setup Loyalty Program
    • How to set up Promotion Vouchers in POS
      • Set up Promotion Vouchers in POS
      • Apply vouchers on Point of Sale
    • Payment with Vantiv payment terminal in POS
    • Payment with Six payment terminal in POS
• eCommerce
  • Getting Started with eCommerce
    • Overviews of eCommerce in Viindoo
      • Install and access rights the eCommerce app
        • How to install the eCommerce app
        • Access rights settings
    • Steps to design, customize your Shop in Viindoo
      • Product Configuration
      • Product page customization
        • Product Description
        • Add to Cart
        • List View (by default)
        • Grid or List button
        • Product Attribute’s Filters
        • Filter by Price
        • Show Sort by
        • eCommerce Categories
        • Collapsible Category List
  • Manage the products in eCommerce
    • Create and manage eCommerce product categories on the website
      • Ecommerce product categories configuration
      • Enable eCommerce categories feature
      • How to use eCommerce categories
    • eCommerce products
      • Create products
        • Create products from back-office
        • Create products on website
      • Activate and manage products on your website
        • How to activate the product to display on the website?
        • Buying process on the website
    • How to add product images on an eCommerce website
    • Manage stock of the published products on eCommerce website
  • Invoicing and payment in eCommerce
    • Issue invoices for the online paid sale orders
      • Configuration
      • Automatic invoice
      • Manual invoice
        • Invoice what is ordered
        • Invoice what is delivered
    • How the Customers check their account information on eCommerce website
      • Configuration
      • Register an account
      • Account information
  • Maximize your revenue
    • Upselling with alternative products
    • Cross-selling with customized products or accessories
    • Enable comments and product rating on website
      • Settings
      • Comment and rating
      • Review and reply to the rating
        • Review the rating
        • Reply
    • Multiple customer pricelists for website
    • Promotional codes and programs for website sale orders
      • Activate and create Promotion and Coupon Program
      • How to apply on website
        • Apply Promotion Program
        • Apply Coupon Program
• Vouchers
  • Overview and Configuration in Viindoo Vouchers app
    • Installation and set up access rights in the Vouchers app
      • App installation
      • Set up access rights
    • Vouchers app configuration
      • Account properties settings
      • Create Voucher Types
      • Create a Voucher product
    • Vouchers app overview interface
  • Steps to Issue Vouchers
    • Issuing Vouchers
      • Create a Voucher Issue Order
      • Confirm the Voucher issue
    • Review the issued Vouchers
    • Recall Voucher
  • Using Promotion Vouchers
    • Move Issued Vouchers to the Shops
    • Extend expired Vouchers
    • Give Vouchers
    • How to use Vouchers for payment
• Rental
  • Introduction to Viindoo Rental app
    • General introduction of the app
      • How to install the Rental app
      • User access rights
    • User interface overview of Rental
      • Rental Orders menu on the Rental app
      • Products menu on the Rental app
      • Rental Schedule menu on the Rental app
      • Reporting menu on the Rental app
      • Configuration menu on the Rental app
  • Rental Product Management
    • Rental Product Configuration
      • General settings of Rental product
        • Setting Default Delay Costs for Rental product
        • Set up Recurrence of Rental product discounts
      • General configuration of Rental product
        • Basic information tab
        • General Information tab
        • Time Based Pricing tab
      • Set up automatic accounting of rental income
        • Scenario 1: Record rental revenue for all products on the same accounting account
        • Scenario 2: Between rental products recorded on different revenue accounts
    • Manage rental product pricing
      • Activate the Pricelists feature
      • Manage multiple recurring prices per product
      • Manage Advanced price rules
      • Apply Pricelists
  • Rental Orders Management
    • How to create Rental Orders
      • Create Rental order
        • General information
        • Order Lines tab
        • Other Info tab
      • Configure Email Notifications to send emails to the customers
    • Manage the process of delivery and swap of rental products
      • Delivery of rental products
      • Receipt rental products back from customers
      • Swap rented products
  • Rental Reports
    • Rental Report Overview
      • Rental Schedule Report
      • Rental Analysis Report
        • Graph View
        • Pivot table view
      • Inventory Report