1.) Sales Visits Menu

Easily track and manage all your scheduled and completed customer visits. Use this section to view upcoming visits, log details of past visits, and keep track of follow-up actions.

Navigation : CRM → Sales Visit

2.) Sales Visits List View

See a full list of all your sales visits. Easily check which visits are planned, finished, or cancelled. Click on any visit to view more details.

3.) Sales Visit Details

View and manage the details of each sales visit. You can start or cancel a visit directly from this page.

4.) Sales Team

Assign and track sales visits by team for better organization and visibility.

Navigation : Contacts → Sales & Purchase

5.) Customer Visit Detail

Include Contact Location, First Visit, Next Visit, and Scheduled Date to clearly define the visit period. These fields help plan and manage customer visit timelines effectively.

6.) Sales Visits

Quickly access all sales visits linked to this customer with one click. Track and manage visits efficiently from here.

7.) Automated Visit Creation

The system automatically creates new sales visits based on each customers next visit date. Make sure the Next Visit and Scheduled Date fields are filled for your customers. This process runs daily to keep visits up to date.

Navigation : Setting → Technical → Scheduled Actions

8.) Cancellation Reasons

Manage and configure reasons for cancelling sales visits. These reasons help standardize cancellation entries and improve tracking in the CRM.

Navigation : CRM → Configuration → Reason of Cancel

9.) Reason for Cancellation

Fill in or review the specific reason why a sales visit was cancelled. This information helps maintain clear records and supports reporting.

10.) Cancel Visit

Clicking the Cancel button opens a wizard where you can enter the reason for cancelling the sales visit. This ensures all cancellations are documented properly.

Navigation : CRM → Sales Visit → Cancel Button

11.) Cancel Reason

A dedicated tab in the sales visit form that displays the reason and notes for visit cancellations, providing clear visibility of why the visit was cancelled.

12.) Create Quotation from Completed Visit

When a sales visit is marked as done, selecting the Is Buy checkbox will enable the New Quotations button, allowing you to quickly create a quotation based on the visit.

13.) Create Customer Quotation

Quickly create a new sales quotation linked to the customer from the sales visit.

Navigation : CRM → Sales Visit → New Quotation

14.) Orders Smart Button

Displays the number of quotations linked to the sales visits customer. Clicking it opens a list (tree view) of all related quotations for easy access and management.