Sales Management
1. Benefits of Using Getfly App for Sales Management
With the Getfly App, managing orders becomes simpler and more efficient than ever. Just a few taps on your mobile device allow you to create new orders, track sales, manage receivables, and more. The app helps you stay on top of your business and make quick, informed decisions.
2. Product Management
2.1 Adding a New Product
To add a new product, follow these steps:
Open the Getfly app -> Go to Expanded Tab -> Sales Management -> Products -> Tap the + icon (Add New).
On the Add New Product screen, you’ll need to fill in the following information:
Basic Information: Product name, product code, price, etc.
Product Image: Upload an image of the product.
Short Description: A brief description of the product.
Attributes: Define the product's characteristics.
Product Category: Choose a category for the product.
Detailed Information: Add additional details about the product.
Attached Documents: If applicable, attach any documents.
Once all information is entered, click Add New Product to complete the process.
2.2 Product Details
To view product details, simply tap on the product. You will see the full information, including:
Product images
Product code
Name and price
Detailed description
Internal discussions related to the product
Related information, such as orders containing this product, or the ability to create a new order
You can also view product attributes, stock levels (if using the inventory module), and attached product documents.
3. Quotation Management
3.1 Creating a Quotation
To create a new quotation:
Open the Getfly app -> Go to Expanded Tab -> Sales Management -> Quotations -> Tap the + icon (Add New Quotation).
The New Quotation screen consists of four steps:
Step 1: Customer Information
Select the customer for the quotation. The system will display all customer details, such as name, phone number, email, etc.
Step 2: Quotation Information
Enter the quotation code (if required by your company, or leave it for the system to generate automatically), the staff member creating the quotation, the number of quotations, and any additional relevant information.
Step 3: Products
Choose the products for the quotation, including quantity, quoted price, discount (if applicable), and VAT.
Step 4: Payment Information
Add payment details, such as payment terms, shipping fees, VAT, and any applicable discounts.
Once all information is entered, click Next to finalize the quotation.
3.2 Quotation Management
In the Quotation Management screen, the system will display all quotations sorted by their status:
Pending Approval
Approved
Order Created
Deleted
You can search by quotation name, code, or filter by product, creator, start and end dates.
In the Quotation Details screen, you can view:
Customer information
Quotation creator
Number of quotations sent
Quotation date
Product and pricing information
Internal communications (can upload files or tag relevant staff)
Additional quotation details.
4. Order Management
4.1 Creating an Order
In the Getfly CRM app, there are two ways to create a new order:
Method 1: Create from the Home Screen
On the home screen, tap Create Order to open the 5 steps for creating a new order.
Step 1: Customer Information
Select the customer for the order. Customer details (phone number, email, address) will be displayed automatically.
Step 2: Order Information
The system will display an order code (optional), order date (date of revenue recognition), order source (if needed for tracking sales points), warehouse and tracking number (if using the warehouse module), delivery address, and any other relevant information.
Step 3: Products
Add product details, including product name, price, quantity, discount (percentage or amount), and total price. Multiple products can be added if needed.
Step 4: Additional Information
Add information such as gifts, reward points, or delivery details.
Step 5: Payment Information
Add payment details, including payment method, fees, discounts, VAT, and total amount.
After entering all the information, click Update to complete the order.
Method 2: Create from Customer Details
Go to the Customer Tab and select a customer from your list.
Tap Related in the customer details screen, then select Orders. If the customer has any existing orders, you will see them here.
Tap Create New Order at the bottom to start the 5-step order creation process.
Follow the steps in Method 1 to complete the order.
4.2 Managing Orders on the App
To manage sales orders, follow these steps:
Open the Getfly CRM app -> Go to Expanded Tab -> Sales Management -> Sales Orders. The system will display all orders that you have permission to view, including revenue, receivables, and profit for the period.
You can filter orders by various statuses:
All: All orders in the system.
Pending Approval: Orders that have been created but not yet approved (if using an approval process).
Approved: Orders that have been approved.
Unpaid: Orders with outstanding payments.
Paid: Orders that have been fully paid.
Paid in Period: Actual amount collected during the period.
Completed: Orders that have been fully paid and shipped (if using the warehouse module).
On the top toolbar, you can search for orders by various criteria, such as order number, product, customer, contract, or advanced search. You can easily view the details of any order, edit or cancel the order, request warehouse processing, or split revenue (if your account has the necessary permissions).
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