Learning Path: Sales Reps and Managers

💡This path lists the topics for sales reps and sales managers, in the order to learn them.

New to BOS Pro? Start with Learning Path: Every User.

1. Customers and Contacts#

1. Creating and Editing Customers Tutorial: Shows how to create and edit customer records and job positions.
2. Customers Edit View: Describes the header, tabs, buttons and fields on a customer record.
3. Contacts: Describes Contacts: one list of customer and supplier contacts and staff, its access setting, filters, columns and customer actions.
4. Customer Price Lists: How a customer's Price List changes the sell prices you quote.

2. Quoting#

1. Quotations Tutorial: Shows how to create a Quotation, add lines, create versions, send it and copy it to a Sales Order.
2. Quotations: Versions, deposits, accepting a Quotation and managing lost ones.
3. Product Estimate Tutorial: If your Quotations use product estimates.

3. Orders#

1. Sales Orders Tutorial: Shows how to create a Sales Order, add lines, and pass them on to production, purchasing, stock, delivery and invoicing.
2. Sales Orders: Describes Sales Orders, their settings, Resolve fields, adding Quotation items and pricing options.
3. Customer Deposits Tutorial: Shows how to request, record and allocate Customer Deposits using four different options.

4. Follow-up and Customer Service#

1. Service Manager Edit View: Log and follow up enquiries and queries as service tickets.
2. Campaigns and Contracts: Describes Campaigns and Contracts, their settings, statuses and types and the fields and buttons used.
3. Workspace: Reminders and workflows for your customers and jobs.

5. Targets and Reports#

1. Customer Budgets Tutorial: Shows how to create, edit and delete sales budgets for each customer.
2. Service Manager - Customer Budgets Report: Describes the Budgets vs Actuals Report, which compares each customer's sales targets with actual sales.
3. Dashboard: Describes the Dashboard: choosing its custom reports and layout, the refresh and menu options, and customising its charts.
4. Customer Age Analysis: What your customers owe, before you take a new order.

6. On the Road#

1. Mobile App Sign In and Basic Features Tutorial: Shows how to sign in, change or reset your password, switch to Dark Mode and customise the Home screen.
2. Mobile App Customers Tutorial: Shows how to add and edit customers, contacts and addresses, and how to phone, email or navigate to a customer.