The Sales module carries four code files, two call books and a view of the app quotations.
The code files
| Screen | What it holds |
|---|---|
| Customers | Customer Code, Company Name, contact details and the SPO who owns the account. |
| Foriegn Agents | The overseas agents the sales desk works with. (The menu label carries the source system's spelling.) |
| Cargo Types | The traffic classifications calls are logged against. |
| Reason Types | The outcomes a call can be closed with. |
The Customers list
- Customer Code · Company Name · Phone · Email · Spo Code · Spo Name.
Call books
Sale Calls and Tele Calls are two books over one engine — a visit and a phone call are logged the same way, kept apart so each can be reported on separately.
- Open Sales → Sale Calls or Tele Calls.
- Press add and pick the customer.
- Log the date, who called, the cargo type and the outcome against a reason type.
- Save. The list is searchable and exports to CSV.
App Quotations
App Quotations is a read-only view of quotation requests raised outside the back office.
Quotations, and turning one into a job
The priced quotation itself lives on the operations side, under Transactions Menu (Others) → Quotations.
- Open Quotations and press add. The form is headed New Quotation.
- Fill in the header, then the dimension grid with + Add Row and the charge lines with + Add Line.
- Press Save Quotation.
- When the customer accepts, press ➜ Convert to Job on the list row and confirm the prompt. The job is created in the right lane and the quotation records which job it became.
Note
A quotation can only be converted once — the row shows "converted to job …" afterwards, and the Convert action disappears.