Setting up your services - a brief introduction
Setting up your services and prices is an important step on your journey to streamline your sales operation. Once set up, Services will become the central repository of knowldge about what you sell, for how much, and in what bundles.
To get started, click on Home and Sales Flows
Sales flows settings consist of:
Services - a list of your services with detailed descriptions and prices
Currencies - a list of currencies you do business in
Taxation - taxes you would like to add to your services
Service packages - your most popular collections of services
Step 1:
Define your currencies.
Click on 'Currencies' and add all currencies you normally deal with. The first currency will be the deafult one.
Step 2:
Define your taxes.
Most companies in Europe are likely to add VAT. The most important choice to make here is to decide if the price you quote should include or exclude your tax.
Some companies will have more than one tax as some services they sell may require a different tax rate or be tax except.
Step 3:
Add your services
You can load your services in two ways:
adding each service manually or
upload your "price menu" via a CSV uploader.
We explain each of these options below
Step 3a:
Add your services manually
To start defining your services manually first go to Services and click on "Add a new section". After you define your first section you can then click "+ Add a new service" and define the details of your service.
Each individual service has a number of fields, which should all be intuitive:
Service name
Price (one per currency you use)
Billing frequency
Taxation
Service Description
Step 3b:
Add your services via a CSV file uploader
To import services in bulk use our "Add Services in Bulk" service which lets you drag/drop a CSV file with your service list and map it into our system.
Step 4 (optional):
Define packages
This optional step allows you to bundle individual services into packages.
First create a list of packages you want to offer.
Once defined you can quickly add individual services to each package.
Once done, you will be able to import a package quickly when configuring a quote to save time.
Alright, you are now ready to send a quote or a proposal out.
Currently, we offer the ability to send these out via portals only, so we require that your counterparty already has access to a portal. We will offer "ad hoc" quote sending early in 2024.
A note to users with legacy Proposals module:
You will not see SalesFlows module until you uninstall Proposals. Please save any data that you may want to retain first as uninstalling the module cannot be undone. To uninstall Proposals go to Proposals and select 'uninstall' from the left hand side menu.
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