The Sales section in FieldInsight gives you access to all your sales-related activities. It’s where you manage quotes, invoices, purchase orders, bills, reports, payments, and performance all at one place.
Location and Access
Look at the left-hand purple sidebar on your screen.
Find and click on the icon labeled "Sales" (with a tag icon next to it).
This allows you to customise how your sales process works. This includes setting up quote templates, managing quote statuses, and adjusting default pricing and terms. It's used to configure your sales tools to match your business needs and save time on repetitive tasks.
This view will show a menu of sales-related options like:
Invoices – View and manage all billing documents sent to customers.
Quotes – Create, track, and manage quotes with statuses like Draft, Job Created, Awaiting Acceptance, and Accepted.
Purchase Order – Manage purchase orders related to jobs or inventory.
Reports – Access detailed sales performance reports.
Bills – Track incoming bills from suppliers.
Payments – Monitor payment records, both received and due.
If you click either of the options for eg: Quotes under Sales:
You see a full list of statuses like Draft, Awaiting Acceptance, and Accepted, etc.
You can create new quotes, add it to library, set automated reminders, and track their progress, as well as check deleted quotes.
We will cover each of the sections in brief in our detailed walkthrough of each module that you can find in our Knowledge base.
You can also search, filter, and export quote data.
As well as use the Advanced search option to cater your specific search needs.
⚙️ Sales Settings Icon
Located at the top-right corner of the page, the Sales Settings (gear icon) controls your sales configuration. Clicking it lets you:
Enable or disable features specific to your business needs.
Once you visit either of these sections under Sales, you can set customise it as required by:
Creating/Adding templates from library
Setting up general settings under each section
And under System Fields, you can choose to show/hide the fields required.
Understanding how to use the Sales feature and customising Sales Settings helps you streamline your process in FieldInsight. With quick access to customisable settings, you can save time, stay organised, and improve your workflow efficiency. Make sure to explore both tools to get the most out of your sales management system.
Need Help?
If you have any questions about ‘sales’/’sales settings’ or need further clarification, feel free to reach out to our support team!