Skip to end of metadata
Go to start of metadata

The transaction process includes various modules from getting prospective clients/suppliers to making payments. The transaction ledger summary changes according to the transaction made. Every transaction has to be recorded onto a journal.

The main modules under 'Transaction' are: Sales Pipeline, Sales, Purchase, Transaction Ledger, Journals, Budget, Fiscal Years, Requisitions, Stock Take, Petty Cash, and Approvals




 


 SALES PIPELINE: This is a visual representation of sales prospects and where they are in the purchasing procedure. Pipelines likewise give a review of a business rep's account forecast and how close he is to making quota, and additionally how close the sales team as a whole is to reaching quota.

«Click on the image on the left for further instructions/details on Sales Pipeline


 


 

  • No labels