Sales

• CRM
  • Organize the pipeline
    • Activities
      • Schedule activities
      • View scheduled activities
      • Configure activity types
        • Activity settings
          • Action
          • Default user
          • Default summary
        • Next activity
          • Suggest next activity
          • Trigger next activity
    • Manage lost opportunities
      • Mark a lead as lost
      • Create/edit lost reasons
      • Retrieve lost opportunities
      • Restore lost opportunities
        • Restore multiple opportunities at once
    • Multiple sales teams
      • Create a new sales team
        • Add members to a sales team
      • Sales team dashboard
  • Acquire leads
    • Convert leads into opportunities
      • Configuration
      • Convert a lead into an opportunity
      • Merge leads and opportunities
    • Generate leads/opportunities
      • Configure email aliases
      • Use Contact Forms on your website
      • Customize Contact Forms
        • Edit Contact Form fields
    • Send quotations
      • Create a new quotation
      • Mark them won/lost
  • Assign and track leads
    • Track your prospects visits
      • Configuration
      • Track a webpage
      • See visited pages in your leads/opportunities
    • Assign leads with predictive lead scoring
      • Predictive lead scoring
        • Configuration
        • Change the probability manually
      • Assign leads based on probability
        • Configure rule-based assignment
        • Configure assignment rules
  • Analyze performance
    • Check your Win/Loss Ratio
  • Optimize your Day-to-Day work
    • How to motivate and reward my salespeople?
      • Configuration
      • Create a challenge
        • Set up goals
        • Set up rewards
• Sales
  • Send Quotations
    • Quotation templates
      • Configuration
      • Create quotation templates
        • Lines tab
        • Optional Products tab
        • Terms & Conditions tab
      • Design quotation templates
      • Use quotation templates
    • Optional products
      • Optional products on quotations
      • Optional products on quotation templates
    • Online signatures for order confirmations
      • Activate online signatures
      • Order confirmations with online signatures
    • Online payment order confirmation
      • Activate online payments
      • Payment providers
      • Register a payment
    • Quotation deadlines
      • Quotation expiration
      • Quotation template expiration
    • Deliveries and invoices to different addresses
      • Settings
      • Contact form configuration
      • Address added to quotations
    • Product variants on quotations and sales orders
      • Settings
      • Product configuration
      • Product configurator
      • Order grid entry
  • Invoicing Method
    • Invoice based on delivered or ordered quantities
      • Invoicing policy features
      • Invoicing policy on product form
      • Impact on sales flow
    • Down payments
      • Create invoices
      • Initial down payment request
      • Example: request 50% down payment
      • Customer taxes modification on down payments
      • Income account modification on down payments
    • Pro-forma invoices
      • Configuration
      • Send pro-forma invoice
    • Invoicing based on time and materials
      • App and settings configuration
      • Service product configuration
      • Add time spent to sales order
      • Invoice time spent
      • Expenses configuration
      • Add expenses to sales order
      • Invoice expenses
      • Purchase configuration
      • Add purchase to sales order
      • Invoice purchase
    • Invoice project milestones
      • Create milestone products
      • Invoice milestones
    • Reinvoice expenses to customers
      • Expenses application
      • Add expenses to sales orders
      • Reinvoice expense
  • Products & Prices
    • Manage your products
      • Import products
        • Import template
        • Customize product import template
        • Import product template spreadsheet
        • Import relation fields, attributes, and variants
          • Relation fields
          • Attributes and values
          • Product variants
      • Product variants
        • Configuration
        • Attributes
          • Attribute values
        • Product variants
          • Configure variants
          • Variants smart button
        • Impact of variants
      • Product images with Google Images
        • Configuration
          • Google API dashboard
          • Google Programmable Search dashboard
          • SotaERP
        • Product images in SotaERP with Google Custom Search API
    • Manage your pricing
      • Pricelists, discounts, and formulas
        • Pricing strategy options
        • Pricelists
          • Price rules tab
            • Price rules tab (multiple prices per product)
            • Price rules tab (advanced price rules)
          • Time-based rules tab
          • Configuration tab
            • Show discount percentage to customers
        • Customer pricelist application
        • Multiple prices per product
        • Advanced price rules
          • Price computation
          • Conditions
      • Foreign currencies
        • Settings
        • View, edit, and add currencies
          • Currency detail form
          • Main currency detail form
        • Create new currency
        • Currency-specific pricelists
        • Auto-conversion from public price
        • Set product prices
    • Returns and refunds
      • Before invoicing
      • After invoicing
    • Use eWallets and gift cards
      • eWallets
      • Gift cards
    • Discount and loyalty programs
      • Configure the settings
      • Configure discount and loyalty programs
        • Program types
        • Conditional rules
        • Rewards
• Point of Sale
  • Start a session
  • Sell products
  • Set customers
  • Customer notes
  • Return and refund products
  • Close the POS session
    • Multi-employee management
      • Configuration
      • Practical application
        • Log in using badges
      • Analytics
    • Receipts and invoices
      • Receipts
        • Reprint a receipt
      • Invoices
        • Configuration
        • Invoice a customer
        • Retrieve invoices
        • QR codes to generate invoices
    • Configuration
      • Access POS settings
      • Make products available
        • Secure connection (HTTPS)
          • Force your Point of Sale to use a secure connection (HTTPS)
        • Self-signed certificate for ePOS printers
          • Generate, export, and import self-signed certificates
          • Check if the certificate was imported correctly
    • Shop features
      • Sales orders
        • Select a sales order
        • Apply a down payment or settle the order
      • Barcodes
        • Configuration
        • Assign barcodes
          • To your products
          • To your employees
        • Use barcodes
          • Scan products
          • Log employees
      • Serial numbers and lots
        • Serial numbers and lots importation
        • Serial numbers and lots creation
      • Ship later
        • Configuration
        • Practical application
    • Restaurant features
      • Configuration
        • Bills
          • Configuration
          • Bill printing
          • Bill splitting
        • Floors and tables management
          • Add a floor
          • Add tables
          • Register your table(s) orders
          • Transfer customer(s)
          • Register an additional order
        • Orders printing
          • Configuration
            • Enable and create printers
            • Setup form
          • Print orders
        • Tips
          • Configuration
            • Tip products
            • Tip after payment
          • Add tips
            • Tip after payment
    • Pricing features
      • Discounts
        • Apply manual discounts
          • Apply a discount on a product
          • Apply a global discount
        • Apply time-limited discounts
          • Create a pricelist
          • Using a pricelist with the PoS interface
      • Discount tags (barcode scanner)
        • Barcode Nomenclature
        • Scan the products & tags
      • Loyalty programs
        • Configuration
        • Use the loyalty program in your PoS interface
      • Pricelists
        • Configuration
          • Create pricelists
            • Multiple prices per product
            • Advanced price rules
          • Select pricelists
      • Flexible taxes (fiscal positions)
        • Configuration
        • Use fiscal positions
      • Cash rounding
        • Configuration
    • Payment methods
    • Reporting
      • View statistics
• Subscriptions
  • Subscription quotations
  • Confirmation
  • Automatic payments
    • Subscription products
      • Configure recurrence periods
      • Product form configuration
        • Time-based pricing
          • Pricelists
    • Use subscriptions in the eCommerce shop
      • Create recurrence periods as product variants
    • Subscription plans
      • Configure subscription plans
      • Use subscription plans on quotations
    • Upsell a subscription
      • Configuration
      • Upsell your first subscription
    • Renew a subscription
      • Renew your first subscription
      • Visualize your subscriptions to renew
    • Close a subscription
      • Configuration
      • Close your first subscription
        • Administrator view
        • Customer view
    • Automatic alerts
      • Create a new automatic alert
      • Modify an existing automatic alert
    • Reports
      • Subscriptions analysis report
      • Retention analysis report
      • Revenue KPIs report
      • Salesperson dashboard report
• Rental
  • Rental Pricing
    • Configuration
    • Computing
  • Customer signature
  • Pickup and Return receipt