Upon receipt of the products from the suppliers you forward them according to already made sales orders to your clients. Issue the invoices for the products not available in stock, transfer the sales orders in the "Proved" status and then by means of the "Shortages of stock" report estimate the products requirement and create the orders for the suppliers. You may arrange the customized sales as well. The order will be linked with this project. When the project comes to the sale create the sales order directly in the project card on the "Sales" tab.Fill this library on the assumption of the experience of communication with the clients and from other sources of information on that subject. To do this you can find the solutions for typical client's objections on the "Help" tab. The project can help you to handle the client's objections.For example, at the "Commercial offer" stage a client may refuse due to high price. If you get a refuse from a client at any stage leave the project in this status and indicate the refuse reason in the project card.Using it you will easily find the projects you need to work with at the present moment. There is a switch of the revision date with the positions "Today", "Tomorrow", and "The day after tomorrow" in the projects list. It indicates when you will need to keep in contact with the client next time. It is very important to indicate the revision date and time in the project card.And, probably, change the project status. After every contact with a client add a comment to the project with the contact summing up.You may adjust them by yourself but by default the application is set to the following stages: When developed the project passes a number of stages.Make a separate project for every new client in the organizer.The only thing left for you to do is to create a sales order, add the necessary products therein, accept the payment, give the products to the client and set the "Completed" status of the order. In the most simple case these are the processes with a short cycle when a client found you by himself and wants to purchase your product or service. The program allows you to automate various business-processes of sales. Principle of operation How to arrange the sales in the application. Reports on sales, purchases, finances and stock.Accounting of monetary transactions in terms of invoices, transactions, and categories of incomes and expenditures.Working with the suppliers with the help of the "Purchases" module.Controlling the profitability of each transaction and each product.Creation of the sales orders, printing and sending the invoices and delivery notes to email.
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