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Articles tagged "product-sales" returned 147 results.
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Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Manage your Sales Team Introduction
...system functionality Click here to find out more. Close modal Map your Sales Use Google Mapping to view the location of Opportunities / Sales or Leads. Create routes and...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Simple Time Management
...if for example you would like to record the time used for pre-sales by your Sales Team . For this specific example users will log the time used for Pre-Sales...
Discounts, Price Lists, Financial Entities
...10% on all products. Alternatively you can select specific prices per product. Price lists that have been setup will appear in the Price List drop down list. Close modal Info...
