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Sales and Invoicing
 

The Sales module provides tools for easy preparation of standard offers through a single offer mask, an integrated product catalogue and pre-defined introductory and conclusion texts.
Offers can be created directly in the contact profile or in the Sales module. If created in the Sales module they will be automatically included in the related contact profile.

Offers
Offers

Each offer mask has a header, containing some general information such as: contact name, offer number and date, offer validity, delivery time, payment type, chance in %, final result etc.
The offer rows contain information about offered products and services - description, quantity, prices and discounts. After a product is selected from the product catalogue all related data is automatically inserted into the offer, You can also manually change the responsible people (both from Your company and Your contacts) , address, tax number and register number An option for free input of products and services not included into the catalogue is also available.

Product Catalogue
Product Catalogue

Finally, offers can be printed right away using the standard print preview or exported to a Word document, where they can be additionally customized.

The Invoicing module allows easy and consistent invoicing and payment control.

Invoices
Invoices

Each invoice has a header, containing general contact information (choosing a contact automatically copies all necessary financial information), document type, automatically generated number, payment type, payment term, payment date, notes etc.
The invoice rows contain information about products and services it covers item codes and description, quantity and prices. After a product is selected from the product catalogue all related data is automatically inserted into the invoice. An option for free input of products and services not included into the catalogue is also available.
For better control on payments users can set automatic payment reminders.

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Complete sales and payment history
Integrated product catalogue
Easy preparation and printout of standard offers
Predefined intro and conclusion texts
Multiple-option-offers
Easy invoicing and payment control
Automatic reminders for overdue payments
Flexible reporting tools
Options for additional offers and invoices customisation


Contact Management

Task Management

Marketing

Sales and Invoicing

Reporting

Access


Operating systems:
Windows 7
Windows Vista
Windows Server 2003 SP1
Windows Server 2003 Enterprise Edition SP1
Windows Server 2003 Datacenter Edition SP1
Windows Small Business Server 2003 Standard Edition SP1
Windows Small Business Server 2003 Premium Edition SP1
Windows XP Professional SP3 or newer.
Windows XP Media Edition SP3

Hardware requirements:
CPU: 2.2 GHz or more
RAM: 1 GB
HDD: 3 GB free space for installation
Video: 32-bit color, 1240x760

Insider works with .NET framework with requirements:
Microsoft Data Access Components (MDAC) 2.6 or higher.
* Microsoft Internet Explorer 5.01 or higher.
** Microsoft Windows Installer 2.0
*** Windows Management Instrumentation (WMI)

 

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