DoliPlus Sales Management From quotes to payments Module 1.20 DoliPlus Training

Training objectives

Understand the role of a management software in an organisation’s operations.
Learn how to configure the DoliPlus application to meet your needs.
Master the software’s core functions.

Prerequisites

No prior knowledge required

Audience

All audiences

Teaching methods

Active methods based on addressing participants’ specific challenges.
Theoretical inputs linked to participants’ experience.
Practical examples and case studies help trainees master the software’s features.
Resources: Video projection. One computer per participant

Duration

7 hours

DoliPlus Sales Management Training Programme

Commercial proposals

• Customising documents
• Creating a document
• Managing contacts and dependencies
• Adding photos and technical documents as attachments
• Alert system: chasing quotes or invoices
• The workflow and its configuration
• Formatting and printing documents
• Storing additional information in the document library
• Payment terms
• Delivery deadlines
• Delivery address
• Closing a proposal and converting it into an order or invoice
• Managing follow-ups and success probabilities
• Statistical reports

Customer orders

• Creating customer orders
• The workflow and its configuration
• Managing contacts and dependencies
• Checking stock and preparing shipments
• Production preparation
• Statistical reports

Customer invoices

1. Standard invoices
2. Deposit invoices
3. Credit notes
4. Predefined and replacement invoices
5. Chasing invoices: creating custom email messages
6. Managing contacts and dependencies
7. Management views
8. Reports, statistics

Service contracts

• Opening a contract
• Billing a contract
• Contract lifecycle management

Revenue management

• Managing bank transfers
• Managing bank accounts
• VAT
• Bank

Assessment

Quiz

Summary and questions

Summary, questions and oral debrief at the end of the training