How do I …

 

To create a new task for the selected sale, click corresponding function in the Service Pane.

 

 

 

To create an invoice for the selected sale, click "Create document" function in the Service Pane. Select the "Invoice" as the document type.

 

 

To set stages for the selected sale click the "Set stages for the sale" function in the Service Pane

  

Then you can define the sale stages group and the start date for the first stage.

 

Stages for different types of sales are created in the sale lookups.

 

 

You can plan and track your sale projects using the Gantt Chart.

 

Select the sale and set stages for it using the Service tool. Then open the "Gantt Chart" tab to view the project chart.

 

 

To generate a contract #, click the "Generate contract number" function in the Service Pane.

  

The Administrator can customize a contract # format in System settings.

 

 

To calculate sale amount, click the corresponding function in the Service Pane.

  

Sale amount can be calculated according to:

products plan

invoices sum

 

 

To display number of sales or the overall amount of all open sales show the Summary footer and establish the appropriate calculations. (See Summary Footer)