Recording customer sales
The Activities module is used to enable you to record and track sales information for a customer.
This is not a formalized sales data entry function; it's a function that gives you the linked information on actual revenue information by customer. Analytics can be quickly generated using the Query Builder or the offline, desktop-based Report Designer.
When a new sales info record is created, it displays as a modified activity record. When completed, it looks like this:
Sales have their own Activity classification
Steps:
1. Create a new sales record.
You can do this directly from the Activities list view module as shown above or by drilling down from a contact into the list view and selecting [New] to display a sales info record. Drilling down from a contact is via the Links > Sales info menu selection or by clicking the Sales info icon:
2. A new sales info record looks like this (contact info is automatically completed when drilling down from a contact):
3. If you aren't drilling down from a customer, click the contact icon to locate a contact:
Once you have looked up a contact, it will be memorized and can be quickly referenced by clicking the [+] button.
3. Enter invoice date and ship date (optional)
4. Enter a reference (invoice number, etc.)
5. Enter the amount.
6. Beside 'Summary' enter relevant information.
6. Use the notes area to add any details.
Once saved, the sales info records are available via drilldown from the customer. In Query Builder, for example, you can extract sales information any way you require: by customer, date, ship date, etc..
List View
The sales info record uses the ActionsGeneral-List in the Administration module should you wish to re-arrange/add columsn:
