You need to have the permission “View sales” and “Create sales” permission to perform this action.
To create a new Sale, you can click on the below button in the Sales List, you can create a new sale for a Person or Company account.
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This action will open the Create Sale form popup where you need to fill all mandatory information which is marked with asterisk in the form.
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If your organization only has individual customers or commercial customers, clicking on the button “Create” will directly show the popup “Create Sale” below.
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The information in the form includes:
Account Info
This section contains the sale’s account information. For example: , i.e. Organization, First Name / Last Name / Company Name, NIN / Org. No, Email and KAM. You only need to fill in this information if the account (or customer) does not exist in the system.
If you create new sales for an existing customer, you can choose that customer from dropdown “Choose From Existing Account” above. Typing any hint of a customer’s name will limit the options in the dropdown so you can easily pick the desired customer.
Comment: The dropdown “Choose From Existing Account” is available to search by NIN/Organization Nr. By typing the exact NIN/Organization Nr. would return the matched customer.
Sales
This section contains all information captures the detail of the new sale. For example: , Pipeline, Sales Stage, Sales Name, Sales Rep., Sales Type… This information is configurable depending on your business needs. See more details at Sales and Distribution Settings.
Contact
This section is available for Commercial Sales Customers only, it contains Contacts info of for the sale, such as : First Name, Last Name, Email, and Phone…
Attached Quote and Policy
To attach quote and policy, you can select Account with existing quote and policy then Field “Related records” will be show in pop-up CREATE SALE for this action
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Sale Items
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This section is used to capture sale items for a given sale. Sale items are quotes/policies that are created for the sale’s customer.