SalesINSIGHT
Quoting, Invoicing, Inventory and more
By Natasha and 1 other2 authors53 articles
- Sales Resource Calculator - How Does it Work?
- Coverage - Add items by measurement
- Getting started with Quoting
- How to create a Quote
- Show a package as optional upgrade option on a quote
- Add a contact to a Quote for Account Customer
- Create a quote quickly with Item Packages
- Quote sections
- Add images to packages
- Accept Quote button workflow
- Manage your quote pipeline
- Turn your quote into one or more Invoices
- How to manage Quote Statuses
- Custom rates for Account customers
- Sales rep owner field
- Quoting: How to create and customise your quote templates
- Customer notes on Quotes, Invoices and reports
- Sales price including or excluding tax
- Import Product items to Inventory
- Add default items to all Jobs
- Barcodes for inventory
- Average purchase price from bills
- What is an Item Status used for?
- What are product statuses used for in inventory?
- Allow technicians to edit a Inventory status on the mobile app for your stock control
- What is the Manufacture setting on products and how do I use it?
- QR code scanning for Inventory Items
- Inventory: Managing Your Services
- Troubleshooting for SalesINSIGHT
- Managing Discounts with the Pricing Discount Matrix
- What is Transactional Inventory?