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