Sagar Ahirrao
a27d826ee2
Purpose
=======
It's hard to find all the menu items dedicated to products & pricing:
- create a product
- set up a discount
- change the pricing
such recurring actions are related to each other but you need to go to different menus: e.g. to edit pricelists you have to go to settings while editing your pricing is a business operation.
Specification
=============
make one menu item like in ecommerce: CATALOG
Also clean reporting and configurion menus a bit...
Details
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Sales menu rearrangement :
Dashboard
Sales
Invoicing
Orders to Invoice
Orders to Upsell
Leads Management
Catalog (takes straight to products if no access to variant, pricelist or coupons)
Products (move from Sales)
Product Variants (move from Sales)
Pricelists (move from Config)
Promotion Programs (move from Config)
Coupon Programs (move from Config)
Reporting (reorder items, from leads to sales)
Leads
Scoring Page Views
Opp. Assignment Analysis
Partnerships
Pipeline
Activities
Phonecalls
Sales
Configuration
Settings
Sales Channels (move up)
Leads & Opportunities
Sales
Quotation Templates
Report Layout Categories
Payment Methods (if online quotation installed)
Delivery Methods (move from Config > Delivery)
Products
Attributes
Attribute Values
Internal Categories (rename from Product Categories)
Units of Measure
Unit of Measure Categories
Pricelists (remove)
Delivery (remove)
Send Quotes Online
Create polished, professional quotes in minutes
Use templates to create polished, professional quotes in minutes. Send these quotes by email and let your customer sign online. Use cross-selling and discounts to push boost your sales.
Electronic Signature
No more fax or scans in emails
Let your customers sign proposals online. Use up-selling techniques to propose them some options.
Spend the extra time focusing on selling, not recording data.
Communicate Efficiently
Have clear pricing strategies.