Yet another post
#= Processes =
Manages both products with inventory and services. Verkar endast hantera ett lager.
- Calender with events
Sales Forece automation:
- Leads - Contact is created, can be converted into Potential
- Potential - Account is created, has a status (possible to cusomize?)
- Quote - can be added from a potential, has a stage, contains products with quoted prices, quantities also with shipping/handlig and taxes. Sales Order and invoice can be genereated from Quote. Can be exported to PDF.
- Sales order - has a status (created/approved/delivered/cancelled). Invoice can be created from Sales Order.
- Inoivce -
- Document - can be connected to Potential, Quote or Inoivce
- Activity - can be connected to Potential, Quote or Inoivce
- Trouble tickets
- Service contracts
- Project tasks
- Project milestones </ol>