Overview

Note: Sales can only be viewed by users who have been granted relevant permissions.

What are sales in CloudERM?

Sales are records of sale quotations made to customers, sale orders (open or closed) generated against customers, and invoices generated against these orders for customers.

Sales Page

The process of selling an asset to a customer begins with generating a quotation for a customer. A quotation contains all information regarding the customer, assets to be sold, fees and taxes.

Once a quotation is created, it is only valid until a set period of time. Within this time, the customer can choose to approve the quotation. Approving the quotation generates a sales inspection for the asset, and also begins the sale approval process for the asset by putting it into the sale approval status.

Sale inspections can be accessed and viewed on the Tasks Tab on the Service Page. Learn how to inspect assets here.

Assets pending sale approval require checklist to be filled out and validated. Learn how to validate asset checklists here.

Once the sale inspection has been filled in, saved and marked completed, and asset sale checklists validated and finalized, the sales quote will automatically be promoted to an open sales order, and an invoice will be generated against the sales order.

Once the invoice is paid, the sales order can be marked closed, thus marking the sales process complete.