Learning Path: Sales Reps and Managers

💡This path lists the topics for sales reps and sales managers.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Customers and Contacts

Customers Reference: Describes the Customers settings, list view and edit view buttons, filters and fields, plus Customer Categories, Regions, Positions and Data Pipelines.
Customer Tutorial: Shows how to create, edit and activate customer records and how to create or edit customer categories, regions and positions.
Contacts: Describes the Contacts viewer and module, their fields and settings, the Patients role and how to add contacts to a Menu Group.
Contact Groups and Emailshot: Describes static and dynamic Contact Groups, how to send a bulk Emailshot by email or SMS, and the merge fields for templates.

Quotations: Shows how to create a quotation, add general and custom items, add an estimate, create a version, send the output and manage quotations.
Sales Orders: Shows how to create a Sales Order by copying a quotation or from scratch, and how to print, preview or email it.
Copying Transactions: Describes the copy screen, with its statuses, filters and item fields, and shows how to copy a customer transaction to a supplier transaction.
Point of Sale: Describes the cash sales settings for using a transaction as a point-of-sale screen and how to add and scan barcodes on Item prices.

Customer Deposits Process Guide: Compares four ways to process customer deposits, from receipts against a pro-forma invoice to a deposit invoice, with the implications of each.
Customer Payments: Describes the Customer Payments module for capturing part or full payments: its settings, setup steps and the Customer Receipts screen with its buttons, fields and footer.

Service Manager Reference: Describes how the Service Manager supports CRM and project management, and lists its general, user and transaction settings.
Calendar: Describes the Calendar, where its events come from, who can see and edit them, and how to set up resource groups and resources in Calendar Setup.
Reminders: Describes the Reminders list of workflow and personal reminders, how to postpone and dismiss them, and the Reminder window.

Customer Age Analysis: Describes the Customer Age Analysis, which ages outstanding customer balances into periods, with its settings, buttons, data filters, fields and Data Pipelines.
Dashboard: Describes the Dashboard of custom reports and the user settings that set its rows, columns, reports and automatic refresh.
Custom Reports: Describes how to run and edit Custom Reports, with the buttons, header fields and the Fields, Actions and Output tabs of the report editor.
Accounting Budgets: Describes the Budgets module: its user settings, list view, budget selection column, budget editing section with its update options and budget chart.