Knowledge Base SalesIn SalesIn Web Portal Administration General


            To make changes to data lists, rules and other components within SalesIn, use the Administration area in the SalesIn web portal.


            Accounts and Billing

            • User Accounts – Add/Edit/Remove user accounts from SalesIn
            • Plans & Billing – Use this area to update the billing details for invoices we send to you.
            • Your Invoices – Review past invoices that we have sent to you.


            • Company Details – Use this area to define the company details that appear on invoices you send to your customers
            • Custom Fields – Define additional fields for Customers, Items, Sales and Sale Items.
            • Import Data – Import data into SalesIn from Excel spreadsheets.
            • Integration settings – Depending on your subscription, you can jump into your cloud accounting system settings here.

            User Groups and Permissions

            • Territories – Create groups for your SalesIn users here.
            • User Permissions – Control the access levels for your users.
            • User Locations – See where your users are using Google Maps.
            • User Messaging – Send a basic text message to your users.

            Customers and CRM

            • Customer Allocation – Allocate specific customers to specific users
            • Customer Sharing – Control whether users can see all customers, or customers allocated to other users.
            • SalesIn B2B Settings - Customize B2B website settings, manage customer, workflow preferences and more.
            • Activity List – Activities are used for Activity Notes. Manage them here.
            • Activity Notes – Create and manage Activity Notes here.
            • Survey Design – Create and manage surveys, made up of questions and answer types.
            • Survey Results – Carry out surveys and view surveys created by others.


            • Item Categories – Add/Edit/Remove item categories.
            • Item Locations – Add/Edit/Remove item locations.
            • Tax Codes – Add/Edit/Remove tax codes and their percentages.
            • Item Sort Order - Sort item to change the order within the selected Item Category


            • Sale Types – Manage your sale types and their behaviour
            • Sales Sharing – Control whether users can see all sales, or sales allocated to other users.
            • Sales Status – Manage the various sale statuses and their behaviours here
            • Sale Templates – Set up templates of items and quantities to be used for quick ordering and invoicing.
            • Discounts & Price Lists – Define rules to lead to specific pricing and discounts
            • Payment Methods – Add/Edit/Remove payment methods, used when creating a payment transaction
            • Payment Terms – Add/Edit/Remove payment terms, used with sales to determine the due date.

            Updated: 05 Dec 2018 11:13 AM
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