This module lets you set Sales Terms & Conditions directly from the Sales module, not from Invoicing.It helps sales teams define their own rules like offers, returns, or deliveryterms.These terms appear on the Sale Order screen and PDF, and are shared with customers automatically.
The scheduled action will be created; and it will check automatically (CRM/Lead), which is not updated in the past 2 days (e.g., New Lead or Oppurtunity has been created in the past 2 days, but no activities followed for those entries.) by sales persons and specific Lead/Oppurtunities’ entries information with Excel report attachment through an email to the sales management.
This module helps you quickly duplicate any product line inside a sales order. Instead of manually adding the same product details again, you can just click and copy the line. This saves time, avoids errors, and is very helpful when customers order the same item multiple times with small changes (like quantity or price).
To calculate the single quantity price of each attribute and add it to the default price in the sales screen, the sales interface will display a popup window upon selecting the product. This window allows the user to choose the variants and specify bulk quantities for each variant. The system will then calculate the total value for each variant.Subsequently, the system will determine the single product cost for each variant and add it to the unit price. An "update line items" button will be available to proceed with the order once all calculations are completed. This button will ensure that the line items are correctly updated with the aggregated prices, including both the default price and the additional costs for selected attributes or variants.
The Dynamic Shipping method assists users in automatically generating delivery charges in sales quotations/orders based on the district, state, and distance, ensuring accurate charges for customers.