This topic will review the processes within byondpro specifically related to sales and finance.
The first section will review the sales process in byondpro, with an emphasis on a pre-need sale, as opposed to an at-need sale.
Pre-need is selling items before the need arises.
We will review how to:
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Add locations, items, and packages to the sales order
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Process or receipt the payment once received.
The
tracking and processing of commissions will also be explored.
