SaleSmartz Manual | Concepts used in SaleSmartz

Quote
About |
| One of the main functions of this application is to supply Quotes to Customers. This process is summarised here: |
Quote flow chart
| The window on the left represents a Contact/Customer containing Quotes and Invoices. Arrows represent the flow of information, i.e.Products can be moved from Price Lists and Catalogues into Quotes. A Quote is first created in a Contact file. Products/Bundles can then be added from Price Lists and Catalogues. When complete, a Quote is printed in a format according to the chosen Print Template. Accepted Quotes are then converted to Invoices with the menu item "Convert to Order/Invoice". |
Price List
About |
| Price Lists contain the Products shown in Catalogues and Quotes. You are able to use multiple Price Lists in SaleSmartz at the same time. The Products in each list have various attributes, e.g. product code, name and sell price. Catalogues, Quotes and Invoices use stored product codes to retrieve and display Product attributes from Price Lists. Products can be modified or imported from text files, such as exports from spreadsheets. |
Catalogue
About |
| A Catalogue is a collection of Products from one or more Price Lists. These Products may be grouped together and placed on different pages of the Catalogue. Catalogues are used to graphically group and show Products for quick access and most importantly, show to Customers. The Product images (catalogue entries) in a Catalogue are referenced to a Product in a Price List by product code. When the Product or price changes, so too does the Catalogue's entry. Bundles of Products can also be created in the Catalogue. These are treated as single items, with a single price but may consist of multiple Products. They can be used to provide a "Special deal" or to simplify repetitive actions. |
Print Template
About |
| Once a Quote or Invoice is ready, it can then be printed using a Print Template. The Print Template defines the printed appearance of the Quote or Invoice. "Blocks" can be placed on the template from various sources, e.g. Contact Address, Contact Name, current date, logos and pictures. |
Contact (Customer)
About |
| Contact files contain information relating to a specific Person or Organisation such as Address and Call history. Links to Document files such as faxes and letters can also be stored with a Contact. Contacts can be Customers, Suppliers and even personal contacts. A list of Quotes and Invoices can be included in Contact files. |
Quote
About |
| Quotes are created for Customers. They use a similar principle to Catalogues, with pages and contents, but prices are not changed automatically in a Quote. Products and Bundles can be moved into a Quote from Price Lists or Catalogues. When items are moved to the Quote, the current price and other information is copied from the Price List or Catalogue. This and other information can be updated or modified later. |
Invoice/Order
About |
| Invoices and orders are treated as the same object in SaleSmartz. Invoices are fixed records of a Customer’s purchases, created by converting Quotes to Invoices in the Contact window. |
To Do Memo
About |
| To Do Memos are text windows which can be used when you wish to have reminder notes, make appointments or link information together. They can be used to store simple text or links to Contact icons or even Products. To Do Memos can be created without closing any documents you are currently working on so interruptions can be handled easily. |

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