Manufacturing

What is prepared for you

• ✓Technical study, trial, offer and negotiation
• ✓Number of sites and headcount of the customer
• ✓Industrial sector of the account

Modules included for this business

• Sales and invoicing

  Quotes, purchase and delivery orders, invoices, credit notes, payments, online payment and sales dashboard.

• Stock

  Warehouses, stock levels, movements, inventory and automatic issue on delivery.

• Tax and accounting

  Tax returns prepared for your tax regime, accounting journal, entries and financial statements.

• Customer area

  Online area where your customers view their documents, answer quotes and pay.

• Production and advanced stock

  Bills of materials, production orders, lots and serial numbers with expiry dates, average cost valuation and replenishment.

Add as you need : Projects and tasks · Target sectors

Suggested sales stages

1. Qualification
2. →
3. Technical study
4. →
5. Trial
6. →
7. Proposal
8. →
9. Negotiation
10. →
11. Won
12. →
13. Lost

Fields on your records

• Industrial sector
• Number of sites
• Headcount

Stages, fields and lists can be changed at any time by your workspace administrator.