Ex_Sales_BL_OV-Sales Module_17/01/2024-V1

Welcome to the Sales Module Overview! In this guide, we will take you through the essential steps to efficiently utilize the Sales Module, covering aspects such as Leads, Deals, Quotes, Purchase Orders, and much more.

Firstly, from the home dashboard, click on the Sales Inventory Management module.

Let's navigate to the Leads section.

In this section, you can find all potential clients or prospects. Click on the plus icon to create leads

Enter the necessary details, including full name, company, email, and address. Afterward, click the "Add New Contact" button.

Let's explore the Deals tab.

In the "Deals" tab, we have a dashboard showcasing our sales pipeline, encompassing opportunities or tenders. There are various sub-tabs that mirror the sales cycle from incoming to closed, and these can be configured to align with your specific workflow. This feature offers a valuable forecast of your business's revenue.

Let's navigate to the "Contracts" tab.

In this section, you can view all your contracts, whether they are current or expired.

Let's explore the "Quotes" tab.

In this section, the setup is similar to the Deals tab. We have a complete quote cycle, ranging from draft to approved, invoiced or rejected. Additionally, there is a forecast detailing all quotes in a draft stage, overdue quotes, confirmed quotes, and finally, quotes that have been invoiced.

You can utilize the search bar to find a specific quote. For this example, we will be showcasing our Demo Civil quote.

Within this quote, there are numerous features and data points. On the right-hand side, you can find details of the quote, including the date, the salesperson, the margin, the customer, and information on whether any stock came from a warehouse. On the left-hand side, a bar graph displays subtypes such as Materials, Labour, Subcontractor, and Equipment expenses. Hovering over these subtypes reveals the costs, prices, and profits associated with each specific subtype.

If we click on the "Details" tab, we can modify the information displayed on the right-hand side. We have the flexibility to display the sub-type breakdown, section breakdown, total breakdown, view the invoices, and review the history of the quote along with any modifications that have been made.

If you click the cloud icon, you have the ability to export the quote to a PDF, Excel spreadsheet, and CSV for integration with any accounting package. Additionally, you can email the PDF directly to a customer from this interface.

If you click the paperclip icon, you are able to upload any files to the quote. This includes the option to take photos or input any cloud links from your Google Drive, Dropbox, or OneDrive.

If you click the edit pencil, you can make any adjustments to the quote. Once completed, click the checkmark to confirm the changes.

We have the option to drill down into each section of the quote to find more detailed costs. For example, let's delve into the Preliminary Works section. These sections can be tied to milestones for a project timeline.

We can view what is involved in the Preliminary Works, but let's drill further into the Initial Works.

In this section, you are able to see the unit costs, unit price, and the markup percentage. Let's click on the first line item.

As you can see in this line item, we can view all the detailed costs associated with it. This includes the billable items, account and time codes, and the quantity. Click on the "Sub Items" tab.

Here, we have the ability to make any quantity adjustments to these line items.

The Invoices tab provides you with the ability to create, view, and manage all your invoices. You can easily see which ones are open, overdue, or have been paid, allowing you to create a forecast of your invoices.

Let's explore the purchase orders tab

We have a Purchase Order cycle from which POs are in draft, waiting approval, not sent, open, and received, providing a forecast. To create a purchase order, simply click the + symbol, add the supplier's information, and then link it to a project. The same process applies to assembly orders.

Under the Purchase Receipts tab, you can keep track of all your receipts, identify which ones are still pending and which ones have been received. If Kynection is integrated with your accounting package, the purchase orders that have been paid in the accounting package will automatically be applied in Kynection through the live API link.

Let's explore the purchase bills tab

In this section, you can view the purchase bill cycle.

Select a purchase bill

We can view all the line items associated with this purchase bill. This includes quantity, unit costs, and subtotals.

This guide has covered the essential steps to navigate and perform various actions in the Sales Module in Kynection. Mastering these steps will help optimize your sales processes and boost your productivity.