The application allows you to automate various business-processes of sales. In the most simple case these are the processes with a short cycle when a client found you by himself and wants to purchase your product or service. The only thing left for you to do is to create a sales order, add the necessary products therein, accept the payment, give the products to the client and set the "Completed" status of the order. The application has all the necessary tools for this.
The sales with long cycle are automated by means of the "Projects" module. The project stores complete history of your negotiations with client and passes a number of stages when developed. For example, the stages may include "Introduction", "Presentation", "Commercial offer", "Contract is signed", and "Sold".
The sales funnel visually demonstrates you the number of projects being at different stages.
By means of Nano Sales Manager you may arrange the customized sales as well. Issue the invoices for the products not available in stock and estimate the products requirement in the "Purchases" module. Upon receipt of the products from the suppliers you forward them according to already made sales orders to your clients.
Other options of the application:
- Keeping the product catalog with the photos.
- Tracing the stock on hand taking into account the reserves and the income estimates.
- Estimation of the products requirement taking into account the minimum and maximum provisions, the level of re-order and purchasing rate.
- Clustering the clients according to the credit status, types of prices, types of discounts, ABC-class, fields of activities.
- Controlling the amount of the maximum credit on products for every client.
- Tracing the debtors and creditors.
- Creation of the sales orders, printing and sending the invoices and delivery notes to email.
- Controlling the profitability of each transaction and each product.
- Working with the suppliers with the help of the "Purchases" module.
- Accounting of monetary transactions in terms of invoices, transactions, and categories of incomes and expenditures.
- Adjustment of taxes.
- Reports on sales, purchases, finances and stock.
- Import and export of data from your favorite electronic table
- Work with local data base - even without Internet!
2. Added new fields to document templates
2. Now the application remembers the order in which goods are displayed in the sales order specification.
The same sort order applies when printing documents.
2. Fixed switching to the dark interface for the "Auto" mode (only in macOS Catalina)
2. Additional organization fields can be used in document templates. Examples of use are given in the "Field List" template.
3. Delete the "templates" folder in the application document folder to update the templates. Save the templates you created.
2. Project grouping added to sales reports
You can print price labels for all products or for selected ones in the list of products.
You can also print the required number of price labels for a single product from the product card.
2. Fixed some minor bugs
2. In My Profile, you can choose the type of interface - auto, light or dark.
2. Months have been added to the period switch
2. Improved work with bluetooth scanner
2. Improved the search for contacts.
2. Fixed bug with adding new directories
2. Added quick filter in the list of projects.
3. Fixed incorrect program termination, which occurs when updating an open window.
2. Fixed import of products from a CSV-file
The field names in the file must be the same as the column names in the order specification.
It allows you to see the forecast of the receiving the money for unpaid sales orders.
Just set the "Paid" filter to "No" and the "Amounts in grouping" switch to "Amount due".
View the report in the form of a chart by clicking the appropriate buttons on the toolbar.
2. Improved adding photos of goods
2. New report "Sales analysis (matrix)"
- 5.3 MB
- Update Date:
- Erziman Asaliyev
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