Daily Sales Run Training

Table of Contents

If you call on customers to take orders on a regular cycle - then you will be using the Daily Sales Run

Step-by-step guide

1. A Sales reps day starts by creating a call list.  This list is created by looking at the rep call cycles in the system
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2. The rep will then go through the list deciding the companies to call rather than visit - either himself or have Telesales call them instead
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3. The rep can view the planned visits on the Map to help with this planning
   1. Then the rep can start calling / visiting customers
      1. Select the company in the list - the lower area will populate and allow you to get some background
      2. Before you call - first review the details 
      3. Call and ask for a payment
         1. Go to Debtor and use Action - Create Payment
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 The Sales Order

1. Click on the Place an Order button
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Return Authorisations

1. Return Authorisation Button on Telesales Dashboard
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