Introduction to Sales Application

Overview

The Sales Application helps businesses run their day-to-day sales and the money that comes with it — from billing customers and buying stock to collecting payments, keeping accounts, and tracking how the sales team is doing against its targets. Everything is kept in one place, so the numbers on your dashboard always match what happened on the ground.

What You Can Do

With the Sales Application you can:

• Sell and bill — record sales to your customers and see who has been billed and who has not.
• Buy and stock up — record purchases and keep track of your inventory.
• Collect and pay — follow up what customers owe you, see what is overdue, and record payments.
• Keep your books — manage cash and bank balances and your accounts.
• Run your sales team — manage salesmen, set sales targets, and run schemes.
• Stay on top of things — handle defects, approvals, and announcements, and run reports.

Key Benefits

• One place for sales and money — sales, purchases, stock, payments, and accounts all work together.
• Real-time visibility — the dashboard shows sales, profit, cash, bank balance, and collections at a glance.
• Better collections — see what is overdue, what is due today, and how collections are going.
• Profit you can trust — a live profit & loss view shows sales, costs, and expenses for today and the month.
• Targets that drive the team — track actual sales against the targets you set.
• Every location covered — switch between all your locations or one at a time.

Who Is It For?

The Sales Application is built for any business that sells, buys, and collects, including:

• Owners and managers who want a daily view of sales, profit, and cash
• Sales teams and salesmen working towards targets
• Accounts teams handling payments, collections, and the books
• Store and warehouse staff managing purchases and inventory

How It Fits Into Your Day

Start each day on the dashboard: see what was sold, what is due to be collected today, and what is overdue. From there, open the module you need from the sidebar, take action, and move on.