Sales Application
The RebusAI Sales application is used to manage and optimize various aspects of the sales process within a company. This includes managing customer data, creating and sending quotations, confirming sales orders, creating invoices and managing payments and generating sales reports and analytics.
How to create a course product?
1. Navigate to the Sales app.
2. Open the ‘Products’ menu.
3. Click on the ‘Create’ button to create a new product.
4. Provide the details like name, sales price etc.,
5. Under the ‘General Information’ tab select the ‘course’ option in the ‘product type’ field.
6.Click on Save.
How to create a Sales Order?
1. Navigate to the Sales app.
2. Open the ‘Orders’ menu.
3. Click on the ‘Create’ button to create a new Sales Orders.
4. Provide the details like customer, order lines etc.,
5. Save and confirm the Sales Order.
How to create an invoice for a sales order?
1. Open the confirmed Sales order.
2. Click on the ‘Create Invoice’ button.
3. Select any one of the option
a. Regular invoice
b. Down payment (percentage)
c. Down payment (fixed amount)
4. Click on the Confirm button.
5. Click on ‘Register Payment’ and confirm.
Get a signature to confirm an order
Utilizing online signatures on Rebus can be likened to using electronic fingerprints, and it enables automatic confirmation of orders. This feature provides significant time savings for both you and your customers compared to a conventional process.
Activate online signature
1. Navigate to the Sales app.
2. Open the ‘Configuration’ menu.
3. Open the ‘Settings’ menu.
4. Activate the ‘Online Signature’ feature.
Pay the invoice online from website portal
1. Log in to the website.
2. Click on ‘My Account’.
3. Open the ‘Invoices & Bills’.
4. Select and open the invoice which has to be paid.
5. Click on ‘Pay Now’.
6. Select the Payment method and pay.
