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Workcube Sales Management module offers all the functions you need to centrally manage all your sales activities end-to-end, from opportunity registration to shipment. It is the module in which all activity processes (opportunity, offer, order) required for the sale of the products in Workcube according to the special agreements and price conditions with the customers are followed. Within Workcube, opportunities turn into offers and offers turn into orders with a single click.

Every sales personnel who is a sales module user can instantly access general and contact information about the customer, customer orders, offers given to the customer, customer-related opportunities and projects in order to provide optimum sales, consultancy and support. It enables your customers and business partners to create and track self-service orders.

Sales Management offers all the functions you need to centrally manage all your sales activities end-to-end, from opportunity registration to shipment. When there is a sales opportunity, an opportunity record is opened. Sales activities are carried out through the opportunity record until the status of the offer or order is finalized. Online access to Workcube allows the sales team to instantly access the information they need by logging into the system wherever they are, thus seizing all sales opportunities and gaining new customers. Opportunity management helps preserve corporate memory. All interactions made for opportunities that take a long time or even years to turn into sales remain recorded in the system for years, regardless of the sales employee.

Orders and installment orders within the sales module can be recorded in the system depending on the offer or directly. Orders are price and delivery agreements for products offered to the customer. Promotions and special discounts calculated in the order detail are automatically displayed by the system. Production, purchasing and shipment orders can be created automatically from the order. Orders are fully integrated with Workcube's finance, dispatch, stock, production, product management, mobile sales and campaign modules. In this way, when an order is received, customer current account control, product stock control, discounted price calculations, product delivery from company stock, suppliers or external sources, etc. transactions can be done easily.

Sales Management Functions

Management of online orders
Sales order management
Sales offers management
Control of sales promotions
Installment sales management
Transfer of previous orders from Workcube
Issuing sales offers and converting them into orders
Centralized management of sales processes in the field and in digital environments
Sales management compatible with special agreements and price conditions
With end-to-end processes from supplier to customer, from current, product, stock and other external sources to delivery integrated
Following up of visits, meetings and activities in connection with your opportunity, offer and order processes
Following up of sales activities by Branch, Location and Sales regions
Managing and tracking joint sales activities with business partners and affiliates
Ability to monitor estimated cost and revenue amounts for opportunities
Automatic amount based on customer agreement conditions account

In order to perform transactions in the sales module, you must have authority in the module, processes and transaction categories.

Authority Groups

Control Panel > System > Security > Authorization Groups

In order to perform transactions in the sales module, the user must first have authorization for the Sales Module under Sales Distribution in the Authorization Group to which he belongs. If the user needs to see Sales-related reports in Standard Reports outside the module, the Report User box should also be checked.

Hint: For detailed information about authorizations, see the Authorization Groups document. You can review it.

Process-Stages

Path:Control Panel > BPM > Processes

In order to manage sales transactions, first the process is defined and then the stages are defined. Stages; It is the operation of an authorization-approval mechanism where certain users are given certain powers. You can define more than one process group in the process stages and assign predetermined positions to these authority groups. Thus, a position may be authorized at one or more stages of one or more processes.

Processes used in Sales Management;

Sales Orders
Instalment Sales Orders
Instalment Sales
Sales Quotes

Tip: For detailed information about the processes You can review the "Process Management and Workflows" document.

Before Use

General settings are checked.
- Company flow parameters
- Company definitions
Parameters are entered.
Workflow and processes are designed.
Authorities are given.
- Module Authorizations
- WO - Page Authorizations
- Registration Restrictions
- Company Authorizations
- Fiscal Year - Period Authorizations
- Branch Authorizations
- Process Stage-Workflow Authorizations
XML settings are made.
Page designer is edited.
Output Templates are added.

Sales Job Functions and Implementation Steps

Modülü %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Additional Info,Sales Proposals / settings.form_add_info_plus Param Wiki

Ek bilgiler, ekranlar üzerinde yapılan kayıtlara ait, o kayda ilişkin detay ya da spesifik olarak eklenmesi gereken bilgiler için kullanılan bir fonksiyondur.

Sales Orders Additional Information Definition / settings.form_add_info_plus Param Wiki

Ek bilgiler, ekranlar üzerinde yapılan kayıtlara ait, o kayda ilişkin detay ya da spesifik olarak eklenmesi gereken bilgiler için kullanılan bir fonksiyondur.

Sales Special Definitions / settings.add_sales_add_option Param Wiki

Şirketin İşleyişine ve verilen hizmete göre girilen parametrik tanımdır.

Edit Basket,Sales Offer / sales.list_offer Page Designer Wiki

Teklifler bir giriş sayfası, ana teklif sayfası, fiyat kotaları, satış araçları, teklif verilen müşterinin sorularına cevaplar gibi bölümlerden oluşabilir. Tekliflere sınırsız sayıda ek sayfa eklenebilir.

Page Designer,Installment Sales / sales.list_order_instalment Page Designer Wiki

Taksitli satışlar da ürün/hizmet kalemleri ile birlikte müşteri bilgileri kaydedilir sipariş tutarı farklı ödeme yöntemlerine bölünebilir, risk takibi yapılarak kefil gösterilebilir.

Page Designer,Sales Order / sales.list_order Page Designer Wiki

Tedarikçi cari hesap kontrolü, ürün stok kontrolü, risk limitleri kontrolleri vb. işlemler ile birlikte alınan siparişler kaydedilir.

Page Designer,Sales Proposals / sales.list_offer Page Designer Wiki

Sales Order Basket Arrangement / sales.list_order Page Designer Wiki

Tedarikçi cari hesap kontrolü, ürün stok kontrolü, risk limitleri kontrolleri vb. işlemler ile birlikte alınan siparişler kaydedilir.

Installment Sales,Page Settings / sales.list_order_instalment Xml Setup Wiki

Taksitli satışlar da ürün/hizmet kalemleri ile birlikte müşteri bilgileri kaydedilir sipariş tutarı farklı ödeme yöntemlerine bölünebilir, risk takibi yapılarak kefil gösterilebilir.

Sales Order,Page Settings / sales.list_order Xml Setup Wiki

Tedarikçi cari hesap kontrolü, ürün stok kontrolü, risk limitleri kontrolleri vb. işlemler ile birlikte alınan siparişler kaydedilir.

Sales Proposals,Page Settings / sales.list_offer Xml Setup Wiki

Installment Sales,Process Design / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Sales Offer,Process Design / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Sales Order Process and Authorization / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Output Templates,Installment Sales / settings.form_add_print_files Output Template Wiki

Kaydedilen belgelerin çıktılarının alınması için kullanılır. Standart şablonlar seçilebilir ya da özel şablonlar eklenebilir, ayrıca şablonlar yetkiye bağlanabilir.

Output Templates,Sales Offer / settings.form_add_print_files Output Template Wiki

Kaydedilen belgelerin çıktılarının alınması için kullanılır. Standart şablonlar seçilebilir ya da özel şablonlar eklenebilir, ayrıca şablonlar yetkiye bağlanabilir.

Sales Order Print Template / settings.form_add_print_files Output Template Wiki

Kaydedilen belgelerin çıktılarının alınması için kullanılır. Standart şablonlar seçilebilir ya da özel şablonlar eklenebilir, ayrıca şablonlar yetkiye bağlanabilir.

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About Workcube Objects

Gives offers and receives orders. Manages the order process.