Sales Processes
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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Create a Sales & Booking
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Create a Sales Order
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Add locations, items, and packages to the sales order
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Send quotes
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Create invoices
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Process or receipt the payment once received.
Additionally, this section will cover completing the booking and updates to records for a pre-need Sales & Booking.
Next, we will review credit note processes within byondpro.
The tracking and processing of commissions will also be explored.
Advanced Revenue Recognition Method will be reviewed.
Finally, the Location Revaluation Process will be explored.