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:
Fill in the order details
You search for customer information, choose the person who makes the purchase, add products to sell, quantity, unit price, VAT fee, discount if any.
You click Add new and the order has been created
Method 2: Create from Customer Details
Go to customer details -> select Related -> Orders -> select Add sales order
Fill in the order details
(1) When you have entered the customer details to place an order, the system will automatically retrieve customer information without having to search.
(2) Information of the person who is making the order: on the account of the person who is making the order, the system will retrieve the person who is making the order, the time of placing the order, the warehouse if any party uses the warehouse module. Related information such as: Order code: if you do not have regulations on the order code, the system will automatically jump to the code, the customer's payment method if any.
(3) Next, you choose the product to sell to the customer, quantity, unit price, VAT fee, discount of each product if any.
(4) Add new product: select more products in the sales order.
(5) Add new to create an order or go back to cancel creating an 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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