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