⌚️ #17 Project history

In the StoreManager.online, Management module, we have integrated a new functionality which now allows user to visualize the advancement along a workflow of purchase orders, project by project. To access the functionality, simple navigate to the ‘sales’ or ‘purchases’ tab in the management module, and select a project by clicking anywhere on it, in the […]

📅 #16 Working with the agenda

With the Storemanager.online agenda you manage task planning and client appointments including the follow-up of payments, client meetings, on-site pre-installation measurements, client follow-ups, installations, delivery and billing: Payment control Client meetings On-site expertise and measurement Client follow up Installation Delivery Billing These icons represent your main resources: Salesperson, installer, administrator Follow-up on each team members’ […]

📉 #14 Sales objectives

In line with further changes made to StoreManager.Online, the tool “sales target” enriches the “management” tab to offer managers an effective statistical tool and management of their sales teams across each store. To set sales goals, this new feature of StoreManager.Online allows you to rely on historical data. By revealing what has already been accomplished […]

🔎 #13 Project view

In the « Project vision » tab, the user can access the “Pipeline” (function formerly located below the connection button). The « Pipeline » module is an effective tool allowing you to analyse, over a desired period, the progress of your projects along the sales channel. You want to group your projects by store, by salesperson or workflow category? The […]

🔄 #10 After Sales Service Management

In the project workflow for your projects you can declare a “after-sales service incident” (see Tutorial Declare an after sales service incident) In your declaration you can further qualify and detail your after-sales service incident Identity the sources of the request; Provide the nature of the request (complaint, request for changes, failure or malfunction); Request […]

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