Viindoo apps demo handbook
Part II. Sales
This part answers the questions: how does your company prepare a quotation for a customer, send it, turn it into a sales order, and, at the end of the month, where to look to know how much was sold, who sold it and what was sold. Sales managers and salespeople should read this part first; directors only need the lesson Sales analysis by month, salesperson and product. Sales works together with CRM: a won opportunity in CRM creates the sales order here, so the two parts share customers and salespeople.
Lesson 5. Set up Sales: products and pricelists
About 15 minutes. By the end of this lesson your company knows which products are in the catalog, which information a product carries, how the pricelist in use works, and can create a new product and a new pricelist. The screenshots of new items were taken with the form filled in but not saved, so the sample data is not changed.
Step 1 - View the product catalog
Open the Sales application, open the product list, then click the list-view button in the top right corner.
Sales > Products > Products
You should see: a list of 19 rows with the columns Product Name, Internal Reference, Sales Price and Sales Taxes. Of these, 15 rows are the company's products and services in four groups: office equipment 5, IT equipment 5, installation packages 3 and maintenance packages 2. Goods are taxed at 10% and services at 8%. The other four rows, such as Expenses and Tips, are items the system uses internally and carry no tax.
Step 2 - Create a new product
Click New in the top left corner, type the name in the large box at the top of the form, for example A4 Document Shredder, then type the Sales Price.
Sales > Products > Products
You should see: the name box contains the text you typed; the Sales and Purchase checkboxes are already ticked, and Product Type is Goods. The Sales Price box shows 9,500,000 and next to it the price including tax, 10,450,000, because Sales Taxes is filled in automatically with 10%. Cost is still 0.00 and Category is still empty for your company to choose. The title at the top still reads "New" because the record is not saved.
Step 3 - Open an existing product to see its information
Click the row A4 Color Laser Printer in the product list.
Sales > Products > Products
You should see: the title A4 Color Laser Printer, the Sales and Purchase checkboxes ticked, and Product Type set to Goods. On the right are Sales Price 14,500,000, Sales Taxes 10% (with the price including tax, 15,950,000), Cost 11,310,000 and Category "Goods / Thiết bị văn phòng", the office equipment group. The tabs General Information, Sales and Prices hold the rest.
Step 4 - View the pricelist in use
Open the list of pricelists.
Sales > Products > Pricelists
You should see: one pricelist named Default, with currency VND. Every quotation takes this pricelist by default.
Step 5 - Create a new pricelist
Click New in the top left corner, then type the pricelist name in the large box at the top of the form, for example Strategic Customer Pricelist.
Sales > Products > Pricelists
You should see: the name box contains the text you typed; Currency is VND; the Sales Prices tab has a table with the columns Apply on, Price, Min. Quantity, Start Date and End Date and an Add a line link for setting a separate price for each product. The title at the top still reads "New (VND)" because the record is not saved.
Try it yourself: create a product or service of your own with a sales price and 10% tax, then create a separate pricelist for a group of customers and set a lower price for that product with the Add a line link.
Lesson 6. Prepare a quotation, send it to the customer and confirm it as a sales order
About 20 minutes. By the end of this lesson your company has followed the whole path of an order: prepare a quotation for a customer, add products, choose payment terms, send it, then confirm it as a sales order. The send and confirm steps were captured on a quotation and an order that are already in that state; the status buttons were not clicked on the sample data. When you do it yourself, click the buttons indicated. The demo system does not send real email to the outside.
Step 1 - Open a new quotation and choose the customer
Click New, type Thanh Hóa Lộc in the Customer box, then choose Công ty TNHH Chế biến Nông sản Thanh Hóa Lộc in the list that appears.
Sales > Orders > Quotations
You should see: the customer's address appears right under the name; Invoice Address and Delivery Address are filled in from the customer; Pricelist is Default (VND); Payment Terms is still empty, showing the faded word "Immediate". The quotation title still reads "New" because the record is not saved.
Step 2 - Add a product line
In the Order Lines tab, click Add a product, type Laser Printer, then choose A4 Color Laser Printer.
Sales > Orders > Quotations
You should see: one line A4 Color Laser Printer with Quantity 1.00, Unit Price 14,500,000 taken from the product's sales price, and Taxes 10%. The totals at the bottom of the quotation show Untaxed Amount 14,500,000, VAT 10% 1,450,000 and Total 15,950,000.
Step 3 - Choose payment terms
Click the Payment Terms box and choose one of the terms in the list.
Sales > Orders > Quotations
You should see: the list of available terms: Immediate Payment, 15 Days, 21 Days, 30 Days, 45 Days, End of Following Month, 10 Days after End of Next Month and 30% Now, Balance 60 Days; the Search more... link opens the remaining terms, 10 terms in total. The demo account can choose a term but cannot create new terms. The Terms & Conditions line at the bottom of the quotation is a link to the general sales conditions.
Step 4 - Send the quotation to the customer
Click Send at the top of the quotation, check the prepared email, then send it. The screenshot was taken on a quotation that has already been sent: S00102, customer Công ty TNHH Chế biến Nông sản Thanh Hóa Lộc.
Sales > Orders > Quotations
You should see: the status bar is highlighted at Quotation Sent. The top of the form still has the Confirm button to close the deal, together with Print, Send, Preview and Cancel. The tax table at the bottom of the quotation has two lines because the quotation contains both goods taxed at 10% and services taxed at 8%.
Step 5 - Confirm it as a sales order
When the customer agrees, click Confirm at the top of the quotation. The screenshot was taken on an order that is already confirmed: S00008, customer Công ty TNHH Logistics Bắc Hà Linh, the order of the won opportunity in the CRM part.
Sales > Orders > Orders
You should see: the status bar is highlighted at Sales Order; the top of the form shows the buttons Create Invoice, Send, Preview and Cancel, and the Confirm button is gone. The order lines table has two more columns, Delivered and Invoiced, both at 0.00 because nothing has been delivered or invoiced yet.
Try it yourself: prepare a quotation for one of your customers with two products, choose the 30 Days payment term, send it and confirm it as an order.
Lesson 7. Sales analysis by month, salesperson and product
About 15 minutes. By the end of this lesson your company can answer three management questions: which month sells the most, which salesperson sells the most, and which product sells best. All three reports are calculated on the sales orders of the last 365 days, in untaxed amounts.
Step 1 - View sales by month
Open the sales report.
Sales > Reporting > Sales
You should see: a bar chart of Untaxed Total by month, with the two filters Sales Orders and Order Date: Last 365 Days; there are 13 bars from November 2025 to November 2026. March 2026 is the highest, at about VND 2.90 billion. February 2026 is the lowest of the complete months, at about VND 1.72 billion, because of the Tet holiday. The last bar is low, about VND 0.66 billion, because only a few days of November 2026 have passed.
Step 2 - View sales by salesperson
Open the report by salesperson. Click the arrow at the end of the search box and turn on the Sales Orders filter so that only confirmed orders are counted. Click Measures, choose Untaxed Total and clear Qty Ordered.
Sales > Reporting > Salespersons
You should see: the search box has three conditions, Order Date: Last 365 Days, Salesperson and Sales Orders. Six bars, one per salesperson, ordered from highest to lowest: Bùi Quang Huy, Phan Thị Mai, Hoàng Ngọc Anh, Tài khoản dùng thử, Lê Thu Hà and Đỗ Minh Tuấn. The vertical axis uses short units: G is billion dong.
Step 3 - View sales by product
Open the report by product, click the bar chart button, click Measures, choose Untaxed Total and clear Qty Ordered, then click the descending sort button.
Sales > Reporting > Products
You should see: fifteen bars, one per product or service of the company, ordered from highest to lowest. The tallest bar is 65-inch Interactive Display, at about VND 6.01 billion; the lowest is Workstation Setup Service (per machine). The product names are cut off on the horizontal axis because they are long.
Try it yourself: click the Pivot View button in the top right corner to switch to table form, then expand each product by month to see which products sell steadily and which sell in bursts.
