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Articles tagged "product-sales" returned 147 results.
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Setting up Products with Time/Unit
...Product You will need to setup the Time or Unit against all products that you want to link to spent time / unit. On the View Menu select Products select...
Product Groups
...Product Groups to allow for better management of the product catalogue, especially when used for quoting. New Product Groups can be set up in the Settings area under Product Groups....
Sales Reports
...tab that displays sales information based on opportunities, quotes and product sales. Close modal See creating Dashboards for more information Tip Tip: Tabs can be shared with other users...
Using your Sage 200 integration
...account giving users the ability to view a complete sales history for the account or choose to filter the sales history by Sage Company. Products can be imported from all...
Managing Quotes
...Contact from within Gold-Vision. Reorder Products Use this option if you want to order product in a custom way or by field Close modal Reset Product Prices If the product...
Manage your monthly sales meetings
...monthly sales by year in a chart Close modal Check your Sales Pipeline View what sales are left in the pipeline for this month – click though from the chart...
Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Product Settings
Product Settings can be accessed from the Settings area. As an Administrator you can amend the following: Close modal Lock closed Opportunities for non-admin. Yes – when accessing a closed...
Using your Sage 50 Integration
...the ability to view a complete sales history for the account or choose to filter the sales history by Sage Company. Products can be imported from all Sage Companies into...
