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Sales

Sales

Quotation, Sales Order, Pricelist, Subscription, Commission

Private Course
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Responsible Administrator
Last Update 28/12/2024
Members 1
  • Send Quotation
    9Lessons ·
    • Create quotations
    • Quotation templates
    • Optional products
    • Online signatures for order confirmations
    • Online payment order confirmation
    • Quotation deadlines
    • Deliveries and invoices to different addresses
    • Product variants on quotations and sales orders
    • PDF quote builder
  • Invoicing
    6Lessons ·
    • Invoice based on delivered or ordered quantities
    • Down payments
    • Pro-forma invoices
    • Invoicing based on time and materials
    • Invoice project milestones
    • Reinvoice expenses to customers
  • Manage Products
    3Lessons ·
    • Import Products
    • Product variants
    • Product images with Google Images