Sales Management

• CRM
  • CRM App Overview
    • How to get started with the CRM app
      • What can I do with the CRM app?
      • How do I install the CRM app?
      • Which access right does a salesperson need?
      • Common errors
      • Next steps
    • How to find your way around the CRM app
      • What is in the Sales menu?
      • Where are the leads?
      • What reports are available?
      • What can I set up in Configuration?
      • Common errors
      • Next steps
  • Manage Sales Teams and Sales Regions
    • How to set up sales teams and sales regions
      • How do I create a sales team?
      • How do I follow my teams?
      • How do I group teams into sales regions?
      • Common errors
      • Next steps
  • Acquire leads
    • How to record a lead or an opportunity
      • Lead or opportunity: which one should I create?
      • How do I turn on leads?
      • How do I create a lead?
      • How do I create an opportunity directly?
      • Which fields should I fill in?
      • How do I add my own fields (properties)?
      • Common errors
      • Next steps
    • How to create leads automatically from incoming emails
      • How do I give a sales team an email address?
      • What happens when a customer sends an email?
      • Can an incoming mail server create leads too?
      • Common errors
      • Next steps
    • How to create leads from the contact form of your website
      • How do I make the contact form create leads?
      • What does the salesperson see?
      • Common errors
      • Next steps
    • How to create a lead from a live chat conversation
      • How do I create a lead from a chat?
      • What is saved in the lead?
      • Common errors
      • Next steps
    • How to create a lead from a social media conversation
      • How do I create a lead from a social conversation?
      • What is saved in the lead?
      • Common errors
      • Next steps
  • Organize the pipeline
    • How to plan calls, emails and meetings with your customers
      • How do I schedule an activity on an opportunity?
      • How do I see what is due?
      • How do I set up activity types?
      • Common errors
      • Next steps
    • How to convert a lead into an opportunity and assign a salesperson
      • How do I convert a lead into an opportunity?
      • How do I merge duplicate leads or opportunities?
      • Common errors
      • Next steps
    • How to create a quotation from an opportunity
      • How do I create a quotation from an opportunity?
      • How do I send the quotation to the customer?
      • How do I see the quotations of an opportunity?
      • Common errors
      • Next steps
    • How to mark an opportunity as lost and restore it later
      • How do I set up lost reasons?
      • How do I mark an opportunity as lost?
      • How do I find and restore a lost opportunity?
      • Common errors
      • Next steps
  • Analyze performance
    • How to analyze your leads and opportunities in reports
      • Which report should I open?
      • How do I read the pipeline as a chart?
      • How do I analyze it in a pivot table?
      • How long do my opportunities take to close (cohort view)?
      • How do I filter and group the data?
      • Common errors
      • Next steps
    • How to see where deals are won or lost with a Sankey chart
      • How do I open the Sankey chart of my pipeline?
      • How do I see the conversion from leads?
      • How do I focus the chart?
      • Common errors
      • Next steps
• Sales
  • Sales App Overview
    • How to install Sales and set user access rights
      • How do I install the Sales app?
      • How do I give a user access to Sales?
        • Which Sales role should I choose?
        • How do I add the Sales Team Leader and Regional Manager roles?
      • Common errors
      • Next steps
    • How to find your way around the Sales app
      • What is in each Sales menu?
      • Where do I switch on more Sales features?
      • Common errors
      • Next steps
  • Sales Team
    • How to set up sales teams and sales regions
      • How do I create a sales team?
      • How do I follow my teams?
      • How do I group teams into sales regions?
      • Common errors
      • Next steps
    • How to set and follow sales targets
      • Who can do what with sales targets?
      • How do I create a team sales target?
      • How do I follow the targets?
      • Common errors
      • Next steps
  • Products & Prices
    • How to create a new product
      • How do I create a product?
      • What do the buttons at the top of the product form show?
      • What should I fill in at the top of the form?
      • What goes in the General Information tab?
      • What goes in the Sales tab?
      • What goes in the Purchase tab?
      • What goes in the Inventory tab?
      • What goes in the Accounting tab?
      • Common errors
      • Next steps
    • How to create and set up product categories
      • How do I create a product category?
      • Which fields should I set?
      • Common errors
      • Next steps
    • How to create and use product variants
      • How do I enable product variants?
      • How do I create an attribute and its values?
        • Which attribute settings should I choose?
      • How do I add variants to a product?
      • How do I set a different price for a variant?
      • How do I use variants in orders and transfers?
      • Common errors
      • Next steps
  • Manage the Sales Taxes in Viindoo
    • How to set and use sales taxes on orders
      • How do I set the default sales tax?
      • How do I set the taxes of a product?
      • How are taxes applied on a sales order?
      • Common errors
      • Next steps
    • 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
  • Pricelists and prices
    • How to set several prices for the same product
      • How do I turn on pricelists?
      • How do I create a pricelist with special prices?
        • Which fields matter?
      • How does Viindoo choose the price?
      • Common errors
      • Next steps
    • How to set discounts and price formulas with pricelist rules
      • How do I add a rule to a pricelist?
      • Which price type should I choose?
        • Fixed Price
        • Discount
        • Formula
      • How do I apply a pricelist to a customer or a quotation?
        • Give a customer a default pricelist
        • Change the pricelist of a quotation
      • Common errors
      • Next steps
    • How to sell in a foreign currency
      • How do I activate a currency?
      • How do I create a pricelist in that currency?
      • How do I quote in that currency?
      • Common errors
      • Next steps
  • Subscriptions
    • How to set up subscriptions and subscription products
      • How do I set the renewal alerts?
      • How do I create the sales periods?
      • How do I create close reasons?
      • How do I create a subscription product?
      • Common errors
      • Next steps
    • How to offer subscription periods on the online shop
      • How do I choose the periods shown on the website?
      • How do I set the default period?
      • How do I publish a subscription product?
      • Common errors
      • Next steps
    • How to sell, upsell, renew and close a subscription
      • How do I create a subscription?
      • How do I add services during the period (upsell)?
      • How does renewal work?
      • When is a subscription closed?
      • Common errors
      • Next steps
    • How customers buy and manage subscriptions online
      • How does a customer buy a subscription?
      • What does the customer receive by email?
      • How does a customer follow, close or reopen a subscription?
      • Common errors
      • Next steps
    • How to read subscription reports (MRR, ARR, churn)
      • How do I read the MRR report?
      • How do I read the ARR report?
      • Common errors
      • Next steps
  • Send quotations
    • How to create a quotation and confirm a sales order
      • How do I create a quotation?
        • Which fields matter on the quotation?
        • What is on the Other Info tab?
      • How do I send the quotation to the customer?
      • How do I confirm the quotation into a sales order?
      • Common errors
      • Next steps
    • Applying Estimation in the quotation process
      • Estimate first and then Quotation
      • Quotation first and then Estimate
    • How to create and use quotation templates
      • How do I create a quotation template?
        • What do the template fields do?
      • How do I use a template on a quotation?
      • Common errors
      • Next steps
    • How to set the validity period of quotations
      • How do I set the default validity for all quotations?
      • How do I set a validity per quotation template?
      • How do I change the expiration of one quotation?
      • Common errors
      • Next steps
    • How to use different invoice and delivery addresses
      • How do I enable customer addresses?
      • How do I add invoice and delivery addresses to a customer?
      • How do I choose the addresses on a quotation?
      • Common errors
      • Next steps
    • How to let customers sign quotations online
      • How do I enable online signature?
      • How does the customer sign the quotation?
        • What happens after the customer signs?
      • Common errors
      • Next steps
    • How to let customers pay quotations online
      • How do I enable online payment?
      • How does the customer pay the quotation?
        • What happens after the customer pays?
      • Common errors
      • Next steps
    • How to suggest optional products on quotations
      • How do I set the optional products of a product?
      • How do I add optional products to a quotation?
      • How do I let the customer choose optional products online?
      • Common errors
      • Next steps
    • How to add terms and conditions to quotations and invoices
      • How do I set default terms and conditions?
      • Where do the terms appear?
      • How do I use different terms for some quotations?
      • Common errors
      • Next steps
  • Invoicing Method
    • How to invoice ordered or delivered quantities
      • Which policy should I choose?
      • How do I set the invoicing policy?
      • How do I invoice a sales order?
      • Common errors
      • Next steps
    • How to invoice a down payment on a sales order
      • How do I invoice a down payment?
      • How do I invoice the rest and deduct the down payments?
      • Which account do down payments use?
      • Common errors
      • Next steps
    • How to send a pro-forma invoice
      • How do I enable pro-forma invoices?
      • How do I send a pro-forma invoice?
      • Common errors
      • Next steps
    • How to invoice services by hours worked
      • How do I set up a service invoiced on timesheets?
      • How do I invoice the hours worked?
      • Common errors
      • Next steps
    • How to invoice a project by milestones
      • How do I set up a milestone product?
      • How do I invoice the milestones?
      • Common errors
      • Next steps
    • How to re-invoice expenses to customers
      • How do I set an expense category as re-invoiceable?
      • How do I re-invoice an expense?
      • Common errors
      • Next steps
  • Promotions, loyalty and gift cards
    • How to create a promotion, coupon or loyalty program
      • Which program type should I choose?
      • How do I create a program?
        • How do I set the conditions (rules)?
        • How do I set the reward?
      • Common errors
      • Next steps
    • Apply Promotion and Discount Codes programs
      • Activate a Promotion and Discount Codes Program
      • How to apply Promotion program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
      • How to apply Discount code program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
    • Apply Coupon and Next Order Coupon Program
      • Activate a Coupon and Next Order Coupon Program
      • How to apply Coupon Program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
      • How to apply Next Order Coupon Program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
    • How to apply promotions and loyalty rewards on an order
      • How do I apply a promotion or a reward?
      • How do I enter a coupon or discount code?
      • How do loyalty points work on an order?
      • Common errors
      • Next steps
    • How to use gift cards and eWallets
      • How do I set up a gift card or eWallet program?
      • How do I create and send gift cards or eWallets?
      • How does a customer pay with a gift card or eWallet?
      • Common errors
      • Next steps
  • Shipping Method
    • How to configure delivery methods
      • How do I turn on delivery methods?
      • How do I create a delivery method?
      • How do I charge a fixed shipping price?
      • How do I charge by weight, volume, price or quantity?
      • How do I limit a method to some destinations or orders?
      • Which fields matter?
      • Common errors
      • Next steps
  • Payment for Sales orders
    • How to link customer advance payments to sales orders
      • How do I enable advance payments on sales orders?
      • How do I link a payment to a sales order?
      • How do I use the payment on the invoice?
      • Common errors
      • Next steps
  • Advanced Topics
    • How to give customers access to the portal
      • How do I grant portal access?
      • What can the customer do in the portal?
      • Common errors
      • Next steps
    • How to see the margin of products and orders
      • How do I show margins on sales orders?
      • How is the margin computed?
      • How do I analyse margins?
      • Common errors
      • Next steps
  • Sales Reports
    • How to analyze sales with reports
      • Which sales report should I open?
      • How do I build the analysis I need?
      • Common errors
      • Next steps
    • How to see quotation conversion with a Sankey chart
      • How do I open the Sankey chart?
      • How do I read the chart?
      • How do I compare customers, salespeople or periods?
      • Common errors
      • Next steps
• 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
      • Set up Cash Roundings
      • Apply rounding rules to the PoS
    • Manage PoS Bill
      • PoS Bill Settings
        • Customize Header & Footer
        • Other settings
      • Customize the bill on the PoS interface
    • Invoice from the Point of Sale interface
      • Create an invoice from Point of Sale app view
      • Check invoiced transactions
    • Good Returns in Viindoo PoS
      • Set up Product Return Reasons
      • Set Days to Return Products
      • Refund products from the Point of Sale view
  • Restaurant Features
    • Restaurant Reservation Management
      • Create your new restaurant in Point of Sale app
      • Floors & Tables Management
        • Set up Floors
        • Set up Tables
      • Making Orders
      • Table transfer
    • Using Fiscal Position in Point of Sale (PoS)
      • Setting up Flexible Tax at Retail Point of Sale
      • Applying Flexible Tax at Point of Sale
    • Printing PoS orders at the kitchen/bar
      • Create and Configure printer
        • Create new printer
        • Add notes to the printed order
      • Print Order
    • Applying bonus amount on payment
      • Activate Tip feature at Point of Sale
      • Apply Tips at Point of Sale
    • Steps to split bills in Viindoo PoS
      • Activate Bill Splitting feature
      • Steps to split bills
  • Pricing Features
    • Guideline to set up Pricelists in PoS
      • Activate the flexible pricing feature at point of sale
      • Using flexible pricing at point of sale
    • How to apply discount
      • Manual Discounts
        • Discount per line on the order
        • Global Order Discount
          • Activate the global discount feature
          • Applying a global discount at the Point of Sale
      • Apply discount by using pricelists
    • Steps to set up Loyalty Program
      • Create Loyalty program
        • Create Discounts program
      • Apply Discount and Loyalty program on PoS
      • View loyalty points report
    • Apply Promotion and Discount Codes programs
      • Activate a Promotion and Discount Codes Program
      • How to apply Promotion program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
      • How to apply Discount code program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
    • Apply Coupon and Next Order Coupon Program
      • Activate a Coupon and Next Order Coupon Program
      • How to apply Coupon Program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
      • How to apply Next Order Coupon Program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
    • How to apply promotions and loyalty rewards on an order
      • How do I apply a promotion or a reward?
      • How do I enter a coupon or discount code?
      • How do loyalty points work on an order?
      • Common errors
      • Next steps
    • 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
      • Setting up Payment with Vantiv payment terminal in POS
      • Pay with Vantiv payment terminal
  • How to use IoT devices in Point of Sale
    • Who uses Pos IoT
    • How do I install Pos IoT and give the access rights?
    • How do I choose the IoT box and the devices of a till?
      • Do it from Settings
    • How does the cashier sell with the devices?
      • Scan products
      • Weigh a product sold by weight
      • Print the receipt
      • Show the order to the customer
    • How does the technician see which till uses a device?
    • Common errors
    • Good to know
    • FAQ
    • Next steps
  • How to print kitchen and bar orders through an IoT box
    • How do I link a preparation printer to a device?
    • Common errors
    • FAQ
    • Next steps
  • POS Accountant
    • Invoice from the Point of Sale interface
      • Create an invoice from Point of Sale app view
      • Check invoiced transactions
    • Using Fiscal Position in Point of Sale (PoS)
      • Setting up Flexible Tax at Retail Point of Sale
      • Applying Flexible Tax at Point of Sale
    • Steps to activate Cash Rounding in PoS
      • Set up Cash Roundings
      • Apply rounding rules to the PoS
    • Issue E-invoice from POS
      • Initial setups
        • Install the module
        • Get the E-Invoices template and serial
        • Setup the Journals for issuing E-Invoices
      • Process to issue E-Invoices from PoS
        • Create E-Invoice right after the PoS order
        • Create E-Invoices after closing PoS session
• 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
  • 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 or videos on an eCommerce website
      • How to add product images
      • How to add product videos
    • Manage stock of the published products on eCommerce website
      • Selling products even when they are out of stock
      • Selling products with available inventory
  • 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
    • Apply Promotion and Discount Codes programs
      • Activate a Promotion and Discount Codes Program
      • How to apply Promotion program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
      • How to apply Discount code program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
    • Apply Coupon and Next Order Coupon Program
      • Activate a Coupon and Next Order Coupon Program
      • How to apply Coupon Program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
      • How to apply Next Order Coupon Program
        • Apply on Sales
        • Apply on Ecommerce
        • Apply on POS
    • How to apply promotions and loyalty rewards on an order
      • How do I apply a promotion or a reward?
      • How do I enter a coupon or discount code?
      • How do loyalty points work on an order?
      • Common errors
      • Next steps
• Marketplace
  • Overviews of Marketplace in Viindoo
    • Viin Marketplace features
    • How to install Viindoo Marketplace app
    • General Setting
    • Set up Marketplace access right
  • Marketplace management
    • Managing objects on a Marketplace
      • Merchant on the Marketplace
        • How to create merchant account
        • Merchant State
          • Set up the default Merchant State
          • Change the Merchant State
        • Approve merchant
      • Merchant Store on the Marketplace
        • How to create a merchant stores
        • Merchant Store State
        • Approve merchant store
      • Set up commission fee of marketplace
        • General settings
        • Create Commission fee rules
        • Set up automatic creating commission fee invoice
    • Managing merchant product categories and products on a Marketplace
      • Managing merchant product categories on the Marketplace
        • How to create a merchant product category
        • Synchronize products
      • Managing merchant product on the Marketplace
        • Enable Merchant Product Approval feature
        • Approve Merchant Product
  • Intergrated with E-commerce
    • Merchants operate on a Marketplace
      • Become a merchant on Viin Marketplace
        • Sign up with a new account
        • Sign up with exist user account
      • Open Store on Marketplace
      • Manage product and operate business on Marketplace
        • Create product
        • Update quantity product
        • Manage sale order and delivery
    • The purchasing process on a Marketplace
      • Managing personal account
        • Registering a new account
        • Updating personal information
      • Purchasing process on Marketplace
        • 1. Access Shop
        • 2. Search products
        • 3. Add products to cart
        • 4. Select method payment
        • 5. Checkout the orders
        • 6. Check the detail orders
  • Accounting for Marketplace
    • On-behalf payments on a Marketplace
      • On-behalf payments
        • Automatic generate on-behalf payments
        • Proactive On-behalf payment
        • Payback to merchants
      • On-behalf refund
        • Receive the on-behalf amount
      • The on-behalf reports
    • Intergrated with Payment gateways
      • Integrate payment gateway on marketplace
      • Purchasing and payment process on the marketplace
      • Processing orders on the marketplace
        • Buy products of marketplace
        • Buy products of merchants
          • Create payment receipts for merchants from buyers
          • Create a refund voucher for the merchant
    • E-wallet of the Marketplace
      • Set up Wallet Type
      • Configure e-wallet payment service provider
      • Create an e-wallet
      • Top up and withdraw e-wallet
        • Top up
        • Withdraw money from wallet
        • Track your balance and Transaction History
      • Pay with Wallet
  • Reports of the Marketplace
    • Sales Reports
      • Graph report view
      • Pivot report view
    • Commission Fee Reports
    • Invoices Analysis Reports
• 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
        • 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