Overview

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

Favourites

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.

General

• 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.

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 - Customise 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.

Items

• 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

Sales

• 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.