Documentation Guide for Sales Manager

Staff responsible to Sales Manager

• Sales Clerk
• Cashier
• Salesman
• Marketing Agent
• Fulfillment
• Shipping Staff
• Delivery Driver
• A/R Manager
• Billing Staff
• Account Manager
• Customer Service Staff
• Rental Manager

Select the individual staff links for guides for subordinates

Sales

1. Create proposal templates:  [Sales] Proposals > Proposal Sets and Templates > Templates

2. Point of Sale Overview:  Review [Sales] Point of Sale > Overview to determine which POS options are needed.

3. Limit some advanced tools for sales clerk and salesman:  [Sales] Invoices > Voiding a Sales Invoice,

4. Configure sales invoice forms and notes:  [Sales] Invoices > Printing a Sales Invoice or Payment Receipt and [Sales] Invoices > Printing Notes on Invoice

5. Online shopping cart:  [Sales] E-Commerce > Shopping Cart > Overview

6. Sales tax:  [Sales] Sales Tax > Overview

7. Setup Auto Send to e-mail invoices and quotes with the help of IT Manager:  [Sales] CRM > Auto Send > Auto Send Sales Orders or Invoices and [Sales] CRM > Auto Send > Auto Sending Proposals

8. Sales transactions:  [Sales] General Ledger Transactions > Overview

9. Configure a remote POS solution using the XPresssPOS:  [Sales] Point of Sale >Xpress POS system > Overview

10. Miscellaneous Customers: Review [Sales] Miscellaneous Customers > Overview to determine if this option should be available to the sales staff.

Salesperson Commissions

1. Add and manage salesperson staff  [Sales] Salesperson Commissions > Adding New Salespersons

2. Manage salesperson rates:  [Sales] Salesperson Commissions > Rates

3. Evaluate invoices and quotes per salesperson:  [Sales] Salesperson Commissions > Viewing a Salesperson's Invoices and Quotes

4. Process commissions:  [Sales] Salesperson Commissions > Paying Commissions