Engenius Sales Process
- Sales will follow the sales workflow by validating (25%), qualifying (50%), and forecasting (75%) the deal.
- Make sure to tick all boxes and add a note(will not save without one):
- Make sure to tick all boxes and add a note(will not save without one):
- Make sure to tick all boxes and add a note(will not save without one):
- Sync to Sage300 ERP:
- Sales order number you may use your initials followed by the quote number, PO number always use the PO number the customer provides
- At this point, the Quote is successfully synced from CRM into Accpac as an Order
- Once synced to Sage300, go on AccPac, O/E Transactions, OE Core Networks (Centurion stock)
- Search by Order number (Initials followed by quote number) to go onto the order:
- Add a comment (whether it will be collected or delivered)
- Click and close then on Post and yes
- Print your SO:
- It will be saved onto the Accpac files.
- Placing an order:
What you need to send for processing:
- The Sales Order
- The customer’s purchase order
- Proof of payment for COD customers.
- All extra instructions must be clearly stated in the body of the mail.
- Send the order to Mary Clarke and/or Monike Vermaak.
