Introduction to Sales

Selling is the process of interacting with the customer before and during a sales transaction.

StrideERP helps you keep track of your communication leading up to the sale and provides you with other services that will make your selling process as efficient and seamless as possible, such as bid requests, sales orders, sale invoices, and much more.

1. Topics

1.1 Sales Setup

  1. Sales Settings
  2. Shipping Rule
  3. Product Bundle
  4. Sales Person Target Allocation
  5. Sales Taxes and Charges Template
  6. Party Specific Item

1.2 Sales Pipeline

  1. Quotation
  2. Sales Order
  3. Sales Partner
  4. Brand
  5. Blanket Order
  6. Territory

1.3 Sales Reports

  1. Sales Reports