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