In this FAQ, we will present the following topics:
1. Documents
The Documents tab shows you the history of documents related to past sales with this client, but it also allows you to add any files related to the client directly from this tab: tax documents, incorporation papers, registration forms, etc.
In the Point of Sale, you can add or create a new client, then edit their profile by clicking the blue pencil icon next to the Client name.
You can also access by clicking on Clients > Clients and select the client whose record you want to open.
Click on the Documents tab. To add a new item to the list, simply click the red +New button.
1.1. Secured Folders
You can upload documents in this area that not all users will have access to. However, please note that the client will still need access to the platform to view them.
2. Prices
In the Prices tab, you have the option to insert Price Lists. You can include all your product and service lists here, but it may be more effective to input targeted pricing based on the client’s interests.
3. Projects
In the Projects tab, the system displays the projects associated with the selected client’s record. These could include end-of-year promotions related to products that interest the client. Projects allow you to plan work and track revenues and expenses.
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