Sales Portal User Guide
Welcome to the Sales Portal User Guide! This comprehensive guide will help you navigate through the features and functionalities of the Sales Portal platform. Whether you're new to the system or looking to enhance your understanding, this guide covers everything you need to know to make the most out of Sales Portal.
Overview
Sales Portal is a powerful platform designed to streamline your sales operations and improve efficiency. With Sales Portal, you can manage quotes, sales orders, invoices, reports, and more, all in one centralized location. From creating and editing quotes to invoicing and tracking deliveries, Sales Portal offers a wide range of tools to support your sales process.
User Guides
Dashboard
The Dashboard shows outstanding quotes and sales orders specific to your branch.
Quotes
Learn how to create, view, and edit quotes to streamline your quoting process.
Sales Orders
Discover how to view and manage your sales orders, filter by various criteria, and export data for further analysis.
Reports
Gain insights into your sales performance with customizable reports and export options.
Dispatch App
Efficiently pick and invoice sales orders using the Dispatch App within Sales Portal.
Delivery Schedule
View and manage sales orders ready for delivery with the Delivery Schedule feature.
Invoices
Explore how to view invoices, apply filters for date range, store name, invoice number, and sales order number, and clear filters for a comprehensive overview of your invoicing activities.
Getting Started
To begin using Sales Portal, visit https://sales.lyndons.com.au (opens in a new tab) (or use the "Sales App" link above) log in to your account and explore the intuitive interface. Whether you're a sales representative, manager, or administrator, Sales Portal offers tools tailored to your role to help you succeed in your sales endeavors.
What do the icons mean (Action buttons)
Each icon has an action associated with it. The below icons action something on click relevant to the page you are located in e.g. if you are in quotes and click the "eye" you will view the quote.
View
If you want to view a record, select this button that matches the selected row e.g. if you are in the "Quotes" page, and select this eye on the row with reference number 00014000 you will open that specific quote
Edit
If you want to edit a record, select this button that matches the selected row, just as you would with "View".
This button will print the PDF of the record you selected (this may NOT be avaialble for every thing in the system).
Lookup
This will let you lookup either a customer or product when adding to a record e.g. when creating a quote and you want to add a new line product.
Create
This button will allow you to create a new entry. Currently you can only create quotes. When in the view quote page click this button to create a NEW quote.
Select
Edit
Save
