Sales

• CRM
  • Organize the pipeline
    • Get Organized by Planning Activities
      • Where do I see my schedule activities?
      • Plan activities
        • Set your activity types
        • Recommend next activities
    • Manage lost opportunities
      • Mark a lead as lost
        • Manage & create lost reasons
      • Retrieve lost opportunities
      • Restore lost opportunities
    • Multiple sales teams
      • Create a new Sales Team
        • Add members to a Sales Team
      • Sales Team dashboard
  • Acquire leads
    • Convert leads into opportunities
      • Configuration
      • Convert a lead into an opportunity
      • Merge opportunities
    • Generate leads/opportunities
      • Configure email aliases
      • Use Contact Forms on your website
      • Customize Contact Forms
        • Edit Contact Form fields
    • Send quotations
      • Create a new quotation
      • Mark them won/lost
    • Lead mining
      • Configuration
      • Generate leads
      • Pricing
  • Analyze performance
    • Check your Win/Loss Ratio
  • Optimize your Day-to-Day work
    • Enrich your contacts base with Partner Autocomplete
      • Configuration
      • Enrich your contacts with corporate data
      • Pricing
    • How to motivate and reward my salespeople?
      • Configuration
      • Create a challenge
        • Set up goals
        • Set up rewards
• Sales
  • Send Quotations
    • Use quotation templates
      • Configuration
      • Create your first template
      • Design your template
      • Use a quotation template
      • Confirm the quotation
    • Add optional products
      • Add optional products to your quotations
      • Add optional products to your quotation templates
    • Get a signature to confirm an order
      • Activate online signature
      • Confirm an order with a signature
    • Get paid to confirm an order
      • Enable online payment
      • Register a payment
    • Use quotations deadline to stimulate your customers
      • Set a deadline
      • Use deadline in your quotation templates
    • Deliver and invoice to different addresses
      • Activate the feature
      • Add addresses from a quotation
      • Add addresses from a contact form
      • Deal with different addresses
    • Add terms & conditions
      • Default Terms & Conditions
        • Configuration
        • DT&C on your quotations, sales orders, and invoices
        • DT&C on your quotation templates
      • General Terms & Conditions
        • GT&C on your website
        • GT&C as attachment in your emails
        • GT&C as attachment in your quotation templates
    • Use product variants on quotations and sales orders
      • Configuration
      • Use the Product Configurator
      • Use Variant Grid Entries
  • Invoicing Method
    • Invoice based on delivered or ordered quantities
      • Activate these features
      • Choose an invoicing policy on a product form
      • Impact on sales flow
    • Request a down payment
      • First time you request a down payment
      • Basic sales flow using down payments
      • Modify the income account and customer taxes
    • Send a pro-forma invoice
      • Activate the feature
      • Send a pro-forma invoice
    • Invoice based on time and materials
      • Invoice time configuration
      • Invoice your time spent
      • Expenses configuration
      • Add expenses to your sales order
      • Invoice purchases
    • Invoice project milestones
      • Create milestone products
      • Invoice milestones
    • Re-invoice expenses to customers
      • Expenses configuration
      • Add expenses to your sales order
    • Sell subscriptions
      • Make a subscription from a sales order
  • Products & Prices
    • Manage your products
      • How to import Products with Categories and Variants
        • How to customize the file
        • Why an “ID” column?
        • How to import relation fields
      • Product variants
        • Configuration
          • Activating product variants
          • Creating attributes
          • Creating product variants
          • Managing product exclusions
          • Setting a price per variant
        • Impact of variants
      • Automatically get product images with Google Images
        • Configuration
          • Google API dashboard
          • Google Programmable Search dashboard
          • Flectra
        • Automatically get your product images in Flectra
    • Set taxes
      • Default taxes
        • Configuration
      • Fiscal positions (tax and account mapping)
        • Configuration
          • Tax and Account Mapping
          • Automatic application
        • Application
          • Assign a Fiscal Position to a partner
          • Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills
      • Taxes
        • Activate Sales Taxes from the List view
        • Configuration
          • Basic Options
            • Tax Name
            • Tax Computation
            • Active
            • Tax Scope
          • Definition tab
          • Advanced Options tab
            • Label on Invoices
            • Tax Group
            • Include in Analytic Cost
            • Included in Price
            • Affect Base of Subsequent Taxes
      • Manage prices for B2B (tax excluded) and B2C (tax included)
        • Configuration
          • Introduction
          • eCommerce
          • Setting your products
          • Setting the B2C fiscal position
        • Test by creating a quotation
        • Avoid changing every sale order
    • Manage your pricing
      • How to sell in foreign currencies
        • Automatic conversion from public price
    • Use eWallets and gift cards
      • eWallets
      • Gift cards
• Point of Sale
  • Overview
    • Getting started
      • Configuration
        • Make products available
        • Configure payment methods
      • POS sessions
        • Start a session
        • Return and refund products
        • Close the POS session
      • View statistics
    • Register customers
      • Create a customer
    • Secure connection (HTTPS)
      • Force your Point of Sale to use a secure connection (HTTPS)
    • Self-signed certificate for ePOS printers
      • Generate a Self-signed certificate
      • Export the Self-signed certificate
      • Import the Self-signed certificate to Windows (Using Chrome)
      • Import the Self-signed certificate to your Android device
  • Shop Features
    • Invoice issuance
      • Set a customer
      • Invoice a customer
        • Retrieve invoices
        • QR codes to generate invoices
    • Barcodes
      • Configuration
      • Assign barcodes
        • To your products
        • To your employees
      • Use barcodes
        • Scan products
    • Sales orders in PoS
      • Select a sales order
      • Apply a down payment or settle the order
    • Receipts
      • Configuration
      • Reprint a receipt
    • Cash Rounding
      • Configuration
    • Serial numbers and lots
      • Serial numbers and lots importation
      • Serial numbers and lots creation
  • Restaurant features
    • Configuration
      • Bills
        • Configuration
        • Bill printing
        • Bill splitting
      • Floors and tables management
        • Add a floor
        • Add tables
        • Register your table(s) orders
        • Transfer customer(s)
        • Register an additional order
      • Orders printing
        • Activate the bar/kitchen printer
        • Add a printer
        • Print a kitchen/bar order
        • Print the order in the kitchen/bar
      • Tips
        • Configuration
          • Tip products
          • Tip using an Adyen terminal
          • Tip after payment
        • Add tips
          • Tip using an Adyen terminal
          • Tip after payment
  • Payment Terminals
    • Adyen
      • Configuration
        • Configure the payment method
          • Generate an Adyen API key
          • Locate the Adyen terminal identifier
          • Set the Event URLs
      • Add a new payment method
      • Pay with a payment terminal
    • Vantiv
      • Configuration
        • Configure the Payment Method
      • Pay with a Payment Terminal
    • SIX
      • Configuration
        • Configure the Payment Method
      • Pay with a Payment Terminal
    • Stripe
      • Configuration
        • Configure the payment method
        • Connect Stripe to Flectra
        • Configure the payment terminal
        • Link the payment method to a POS
      • Pay with a payment terminal
      • Troubleshooting
        • Payment terminal unavailable in your Stripe account
  • Pricing Features
    • Apply Discounts
      • Apply manual discounts
        • Apply a discount on a product
        • Apply a global discount
      • Apply time-limited discounts
        • Create a pricelist
        • Using a pricelist with the PoS interface
    • Using discount tags with a barcode scanner
      • Barcode Nomenclature
      • Scan the products & tags
    • Manage a loyalty program
      • Configuration
      • Use the loyalty program in your PoS interface
    • Using Pricelists in Point of Sale
      • Set up Pricelists
• Subscriptions
  • Configuration
    • Use subscription templates
      • Configuration
      • Create your first template
    • Add subscription products
      • Configuration
  • Sales flow
    • Create a quotation using subscription products
      • Create your first quotation
      • Manage your subscriptions from your SO
    • Renew a subscription
      • Renew your first subscription
      • Visualize your subscriptions to renew
    • Upsell a subscription
      • Configuration
      • Upsell your first subscription
    • Close a subscription
      • Configuration
      • Close your first subscription
        • Administrator view
        • Customer view
  • Follow-up
    • Set up automatic alerts
      • Create a new automatic alert
      • Modify an existing automatic alert
  • Reporting
    • Generate subscription reports
      • Subscriptions analysis report
      • Retention analysis report
      • Revenue KPIs report
      • Salesperson dashboard report
• Rental
  • Rental Pricing
    • Configuration
    • Computing
  • Customer signature
  • Pickup and Return receipt