This section covers the Sales features in Latner, including CRM, prospects, quotes, projects, and reporting. It guides you through managing customer relationships, tracking sales activity, and gaining visibility into performance, helping your team stay organised and drive revenue more effectively.
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CRM Tabs -
How to Create a Sales Order -
How to Add Details to Sales Orders -
How to Create Picking List for Stock on Sales Orders -
How to Create Pre Sale Inspections for Serialized Stock -
How to Create Transport for Sales Orders -
How to Raise Purchase Orders from Sales Orders -
How to Mark Sales Orders as Quoted -
How to Invoice Sales Orders