• Sales Static Data Configuration
• Setting up Areas
• Add a New Shift
• Customer Credit Check

 CUSTOMER DETAILS

• Introduction to Customers
• Customer - Add / Edit / Delete
• Customer Addresses - Add / Edit / Delete
• Contacts - Add / Edit / Delete
• Invoice Delivery Method - Add / Edit
• Customer Notes -Add / View
• Digital Documents - Link / View / Remove
• Synchronise Customers
• Send Invoices to Print Queue
• Add Customer Asset
• Delete Customer Asset
• Add Customer Location

 AUTHORISATION

• Place Customer on Hold
• Release Customer from Hold
• Release a New BPO CRM Customer (in BPOCRM)
• Approve / Decline a BPOCRM Customer (in BPO)

 CREDIT CHECKING

• View Credit Limit, Check &Terms
• Edit Credit Limit, Check & Terms

 DEPARTMENTS

• Setting up Departments

 SERVICES

• Introduction to Services
• Add a New Service
• Link a Supplier to a Service

 COMMERCIALS

• Introduction to Commercials
• Create a New Commercial (Price List)
• Update a Commercial
• Link Customer to New Commercial
• Commercial Exceptions

 QUOTES

• Introduction to Sales Quotes
• Quotes - Add / Edit / Delete
• Apply a Methodology to a Sales Quote
• Print / Email Sales Quote
• Convert to a Sales Order

 ORDERS

• Area Configuration
• Introduction to Sales Orders
• Sales Order - Add / Edit / Delete
• Print / Email Sales Order
• Print a Pro Forma Invoice
• Convert to a Sales Invoice
• Convert to a New Deal Sale / Rental
• Convert to a New Deal Project
• Add Items to WO

 INVOICES

• Introduction to Sales Invoices
• Over The Counter Invoice
• Print / Email Sales Invoice
• Auto Issue POS Invoice

 CREDIT NOTES

• Introduction to Credit Notes
• Raise Credit Note from a Call
• Credit Note - Add / Edit / Delete
• Unlinked Credit Note - Add / Edit / Delete
• Partial Credits
• Credit Note Approval
• Print a Credit Note