Sales

Articles

Sales Cycle
Overview Revenue is the lifeblood of any business.  Having a well organized sales structure is imperative to success.  The following flow chart shows the path of a customer order though its various stages until closure. Below we describ...
Adding Leads
Overview  A sales lead is a prospective consumer of a product or service, created when an individual or business shows interest and provides contact information. Businesses gain access to sales leads through advertising, trade shows, direc...
Adding Customers
Overview A customer is needed to generate a Sales Order. If a customer contacts you for a Sales Order, Quote, or you just want to add them as a Lead, the system allows you add a customer quickly and easy to your database.  Adding a New Custo...
Creating a Quote
Overview A Quote is a document that a seller provides to a buyer that offers goods or services at a stated price, under specified conditions. Quotes are documents that are used to let a potential buyer know how much your goods or services will cost...
Create a Sales Order
Overview A sales order is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. The Sales Order is a confirmation document sent to the customers before delivering the goods or services. ...
Creating a Transfer from a Sales Order
Overview There are 2 main reasons your company needs to create transfers from Sales Orders.  You want to treat a location as though they were a customer.   A sales order is a great way to prepare stock. You can create linked purchases a...
Shipping Estimation
Overview Shipping costs are calculated depending on the ship-to locations, package type, weight and shipping service, among others. With these factors and given a specific carrier, Order Time provides a functionality that gives you options for ...
Ship Docs Overview
Overview Ship Docs are the ultimate sales transaction in Order Time.   It shows the items the customers purchased.  When inventory items are involved,  it is the Ship Doc that deducts inventory.      Below are the dif...
Merge Customer
Purpose  The purpose of the merge customer function is to consolidate the information from 2 customers into 1.  A lead cannot be merged with a customer and visa versa.  What happens when customers are merged? Let the customer...
Customer Returns
Overview Whether due to error or a change of heart, your customers will occasionally return items. Customer Returns are transactions that show what Items are shipped by Customers back to you. You will notice that the Customer Return...
Fulfillment Batch
Overview Creating a ship doc for one sales order at a time may suit your needs but if you want to process multiple sales orders at one time then you should use the Fulfillment Batch functionality in OrderTime.  You can take all open sales orde...
Closing a Sales Order
A sales order is closed when all the line items are cleared as indicated by the Cleared column.   There are 2 ways to clear a line item.  When ship docs are created with quantities equal to or greater than the sales order quantity order...