sale

README

Sale

Sales Management Made Easy

From quotes to invoices, in just a few clicks with the Hexya Sales Management.

Drive your sales operations from quotes to invoices with all the information you need, easily accessible. Keep track of long term contracts, automate invoicing and notify sales when they have things to do.

Create Professional Quotations

Create quotations in a matter of seconds. Send quotes by email or get a professional PDF. Track quotations, and convert them to sales order in one click.

Spend the extra time focusing on selling, not recording data.

Fully Integrated

The information your need, where you need it.

Don't lose time looking for customers, products or contracts related information; they are all conveniently accessible when creating quotations.

Get access to stock availabilities in the different warehouses, to customer's specific prices, to the history of preceeding offers for this prospect, etc.

Your Address Book

So many features, so easy to use.

Assign tags to your prospects, manage relationships between contacts and store all customer's preferences including pricing, billing conditions, addresses, payment terms, etc.

Navigate through all the documents related to a customer with the powerfull breadcrumb: quotations, invoices, emails, meetings.

Fully Integrated Invoicing

Whether you invoice based on time and materials, on delivery orders or fixed price; Hexya supports all possible methods.

Get recurring invoices produced automatically, create advances in just a few clicks, re-invoices expenses easily, etc.

Keep track of your contracts

Get rid of wasted paper and record all your contracts in the application. Invoices are generated automatically based on your contract conditions. Your account managers get alerts before contracts have to be renewed.

Communicate Efficiently With Customers

The chatter feature enables you to communicate faster and more efficiently with your customer. This takes place directly on a quotation or sale order from within Hexya or via email.

Get all the negotiations and discussions attached to the right document and relevent managers notified on specific events.

Fully Extensible

By default, sales order are very simple, limited to a small number of features. Don't be confused by features you don't need.

But you can activate options to fit your specific need: multi-warehouses, multi unit of measures, manage customer specific prices with pricelists, control margins on quotations, use different addresses for shipping and billing, etc.

Built-in Customer Relationship Management

Activate the CRM application to manage your funnel of opportunities, attract leads, log calls, schedule meetings and launch marketing campaigns.

Opportunities can be converted into quotations in just one click.

Drive Engagement with Gamification

Align sales teams on clear targets. Define clear commission plans. Get real time statistics on the performance of individual sales or teams. Motivate your teams with challenges, rewards and leaderboards.

Have Clear Pricing Strategies

Use pricelists to record special conditions for a specific customer or to define prices for a segment of customers. Define promotions and have them applied automatically for all your sales teams.

Documentation

Index

• Constants
• Variables

Constants

const MODULE_NAME = "sale"

Variables

var (
	// GroupSaleLayout enables layouts in sale reports
	GroupSaleLayout *security.Group
	// GroupDeliveryInvoiceAddress enables different delivery and invoice addresses
	GroupDeliveryInvoiceAddress *security.Group
	// GroupShowPriceSubtotal shows line subtotals without taxes (B2B)
	GroupShowPriceSubtotal *security.Group
	// GroupShowPriceTotal shows line subtotals with taxes (B2C)
	GroupShowPriceTotal *security.Group
	// GroupMRPProperties shows properties on sale lines
	GroupMRPProperties *security.Group
	// GroupDiscountPerSOLine shows discount on each sale lines
	GroupDiscountPerSOLine *security.Group
	// GroupDisplayIncoterms shows incoterms in sale orders
	GroupDisplayIncoterms *security.Group
	// GroupWarningSale allows warnings to be set on a product or a customer (sale)
	GroupWarningSale *security.Group
	// GroupAnalyticAccounting enables analytic accounting for sales
	GroupAnalyticAccounting *security.Group
)