Sales App

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Q. 1 and 2: Intro

1
What is Sales App and What can do
5:55

Comprehensive overview of the Cloud Sales App web service and it's version requirements.

Q. 03: How to Login to Sales App

1
How to Login to Sales App
2:37

Find out about the password criteria and how sales representatives can log in once the service is established and the website URL is provided.

Q. 04: How to query a customer account

1
How to query a customer account
6:17

Discover how to access a customer account to review sales history, check balances, credit limits, existing documents, statements and other important information.

Q. 05: How to change a customer's details

1
How to change a customer's details
3:50

Explore how to change customer details such as name, address, contact information and trader userfields.

Q. 06: How to add photo or document to customer record

1
How to add photo or document to customer record
2:00

Learn how to upload a customer photograph or document to the customer account,.

Q. 07: How to create a Sale document

1
How to create a Sale document
30:19

Sales representatives can create Sales Quotations (SQ), Sales Orders (SO), Delivery Dockets (DD), and Sales Invoices (SI) using the sales app. Sale prices are specific to the customer or customer site. This video illustrates how to create these documents on the Sales App remembering that they are available within Insight immediately upon saving. The Import from Scan App is also demonstrated.

Q. 08: How to create Special Prices for a customer

1
How to create Special Prices for a customer
7:10

If necessary, agreed prices can be stored as Special Prices for the customer from a Sales Quotation, Sales Order, Delivery Docket or Sales Invoice.

Q. 09: Can Documens be converted

1
Can Documens be converted
14:03

On the Sales App, Sales Quotations can be converted to Sales Orders, and Sales Orders can be converted to Delivery Dockets.

Q. 10: If a customer makes a payment, can it be entered

1
If a customer makes a payment, can it be entered
6:15

Sales Reps can take and customer payments such as Receive Card, Receive Cash or Receive Cheque. Beware that customer payments are not allocated against invoices when entered on the Sales App, but should be allocated later.

Q. 11: Can Payment be allocated against an order

1
Can Payment be allocated against an order
0:46

Payments cannot be allocated against sales orders. 

Q. 12: How to create a new customer account

1
How to create a new customer account
5:59

Learn how to set up a new customer account on Sales App. Be aware that some settings use default values, which should be reviewed and adjusted later if necessary.

Q. 13: How to create a new potential customer account

1
How to create a new Potential Customer Account
3:28

Learn how to set up a new potential customer account on Sales App. Be aware that some settings use default values, which should be reviewed and adjusted later if necessary.

Q. 14: How to create a new T -Customer account

1
How to create a new T-Customer account
3:56

Learn how to set up a new T-Customer / T-Trader account on Sales App. Be aware that some settings use default values, which should be reviewed and adjusted later if necessary.

Q. 15: How to create a new Customer site

1
How to create a new Customer Site
1:17

Learn how to set up a new customer site account on Sales App. Be aware that some settings use default values, which should be reviewed and adjusted later if necessary.

Q. 16: How to call a customer

1
How to call a customer
1:30

Find out how to use the phone app on your device to make a call to a customer.

Q. 17: Can Google Maps be used to get travel directions to a customer

1
Can Google Maps be used to get travel directions to a customer
1:05

If the GIS module is installed and customer coordinates are set, Google can be used to obtain directions.

Q. 18: How to add a completed contact and schedule a contact Unlisted

1
How to add a completed contact and schedule a contact Unlisted
4:35

CRM is crucial for many reasons, the Sales App provides the ability to log a completed contact for a customer and schedule future interactions.

Q. 19: How to add a new contact person

1
How to add a new contact person
2:17

Since customer employees change, it is essential to have the capability to add new contact persons for the customer while on their premises to gather complete details.

Q. 20: How to find Nearby Customers

1
How to find Nearby Customers
2:44

While on the move, we can utilise the device's location or a customer's location to determine other nearby customers, enabling us to either call them or obtain directions to their location.

Q. 21: How to lookup and change product information

1
How to lookup and change product information
3:42

Using the Sales App, verify if a product is in stock and identify the locations where it is available. Additionally, the option to add attachments and modify user fields is available.

Q. 22: How to download product attachments

1
How to download product attachments
3:04

Discover how to download product information that is stored in attachments.

Q. 23: How to give permission to use Sales App

1
How to give permission to use Sales App
6:15

Discover how to give your salespersons access to the Sales App and how to manage which features of the app they can use.

Q. 24: Can Sales App views be changed

1
Can Sales App views be changed
11:21

Discover how a user can customise the views in the Sales App for individual use.

Q. 25: Are all Sales App views visible to all Sales App users

1
Are all Sales App views visible to all Sales App users
3:49

Access to Sales App Views is managed through the user record. Learn how to grant or deny access to these views for our users.

Q. 26: How to switch between views in Sales App

1
How to switch between views in Sales App
5:59

If a user has set up multiple views in the User Cloud Preferences within Insight, they can easily switch between these views in the Sales App.

Q. 27: What customer reports are available in Sales App

1
What customer reports are available in Sales App
0:29

Sales Reps can run some customer reports from the Sales App.

Q. 28: Can Cart columns be changed

1
Can Cart columns be changed
0:22

Cart columns can be modified, but you must contact support@herbst.ie to have the changes implemented.

Q. 29: Can some Product Groups be excluded

1
Can some Product Groups be excluded
0:32

If there is a need to hide some product groups from the products that are visible on the Sales App, please contact support@herbst.ie

Q. 30: What Document print forms are used

1
What Document print forms are used
0:59

What templates (Print forms) are used when printing documents from the Sales App?

Q. 31: How to run reports eg customer statement

1
How to run reports eg customer statement
3:48

Learn how to print a customer statement, Sales Quotation, Sales Order, Delivery Docket or Sales Invoice from the Sales App.

Thank you

1
Thank you
0:28

Presentation

Enrolled: 6 students
Duration: 2.36
Lectures: 31