Confirming your prospect's first order couldn't be easier using the CRM's integration with your Inventory Management, Accounting or ERP system. Straight from the CRM, you can pass through your prospect's company details and first order to your back-office system.
You can also set the CRM to automatically change the company type from Prospect to another type (for example Customer), by configuring the Company Types; to see how to set this up please click here.
For more information on how to create a sales order via the CRM, click here.
Step 1: Click Confirm
To confirm your sales order through to your Inventory Management, Accounting or ERP system, click the 'Confirm' button.
You'll then be asked if you wish to create the customer an account within your Inventory Management, Accounting or ERP system. In our example, we have Unleashed's Inventory Management system integrated to the CRM. Select 'Yes'.
Step 2: Review Company Details
A pop-up will then appear, where you can input the company details you wish to pass through to your Inventory Management, Accounting or ERP system. Note: the options here will differ depending on which system you have integrated.
Based On: If you have model accounts set up that you need to base new customer accounts on, search for these model accounts here.
Sales Ledger ID: Simply type in the Sales Ledger code that will be used within the CRM and your back-office as a reference for your new Sales Ledger. E.g. GREEN01. Please note: this needs to be unique from any other Sales Ledger codes.
Unleashed Customer Type: Unleashed specific field that allows you to segment your customers by type.
Unleashed Sales Person: Unleashed specific field which should be the staff member who looks after the customer, such as the Account Manager.
Email: The email featured here will be the main Contact's email address which will appear against the Sales Ledger.
Website: This should be the website address for the Company. Again, by default, this will be taken from the Company if previously entered already.
Name: This would be the name of the Company that you're setting this new Sales Ledger for.
Fax & Telephone: These Contact details will be taken from the Company if previously entered already. Please enter if they were not included on the Company.
Warehouse: When this customer orders products from your business, then the products will be taken from the Warehouse selected.
VAT Registration Code: Here you can enter the customer's unique code which is issued when companies are registered to pay VAT.
Currency: Choose the appropriate currency that this customer will purchase in from the drop-down.
Tax Code: The tax codes displayed within the drop-down will be imported from your back-office system. You'll need to choose the most suitable option.
Unleashed Price List: Unleashed specific field to determine what price list the customer account will have assigned.
Step 3: Edit Address
Finally, you can edit the address by clicking the 'Edit Address' button. It'll automatically pull through the Company address, but you can edit this if required.
Once happy with your changes, click 'Close'.
Step 4: Click Create
Finally once happy with all the company details, click the 'Create' button.
Step 5: Confirm Order
Now that the customer account has been created, click the 'Confirm' button again to confirm their first order through to your Inventory Management, Accounting or ERP system.