From ForceManager you will be able to create only Quotes and sync them with Sage 50. Also, in the CRM you will see Quotes, Invoices, Sales Orders and Credit Notes, that have been created in Sage 50.
From the web app
To create a quote on the webapp, go to the “Sales docs” menu.
From there, you will see the button “Create” on the top right corner of the screen.
This will take you to the editing page where you will have to fill in the following fields:
Order details: you must enter all information relating to the order
Reference: code or name of the order.
Validity: If you need to set a deadline
Status: at which point in the sales process is your order e.g. draft, sent, pending approval, approved
Owner: the ForceManager user responsible for this order
Comments: add specific order descriptions.
Account: if the order is related to a company, you can link the two.
Contact: person linked to the account to which the order is related.
Opportunity: if the order proceeds an opportunity this can be specified within the order.
Product lines: you can add all the products included in the order. You have two options to do this (explained below).
1- Via the "Add products" button
You’ll see a pop-up window with all the product folders. You can navigate to select all the products and quantities that you need.
From here you will be able to see the photo of the product, the name, a brief definition and, on the right, the price of the product, the quantity in stock and the "plus"/"minus" buttons to select the quantity.
2- Via the search bar Add product'
This can be found just beneath “Lines” and from here, you’ll be able to add products directly. When you enter the name of the product, a list of search results will appear.
By clicking the dropdown menu on the right of the ‘Subtotal’ you can also add up to four general discounts that will be applied to all added products in the offer.
From the mobile app
To create a new order from the mobile app, go to the “Sales docs” menu. You will see a list of orders and the option to create new quotes. The location of the creation button can vary according to device.
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Fill in all the fields related to the order: name, status, validity, owner, account etc. You also have the option to add products and a space for clients to sign.
Android Devices | iOS Devices |
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Click the button ‘Add product’ to manually attach orders to the product.
Android Devices | iOS Devices |
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All the products will appear classified and organized according to how it has been defined in the "Products" menu.
Android Devices | iOS Devices |
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You can add the products you need by clicking on the "plus" icon that you will see to the right of the name and description of each of them, it also offers you the possibility of indicating the product units that you want to add to the order
Android Devices | iOS Devices |
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Next, you will see how the added product will appear in the order detail. If you need it, add discounts to your products, comments or any information that is of value for the order.
When you have filled in all the information, click "Create"/"Done" to confirm the process.
Status of a Quote:
You will see that the order goes through 4 stages:
Draft (⇆)
Draft ✔️
Pending final sync (⇆)
Won/Lost
Once the quote has been created and saved, the order will be set as a “Draft (⇆)”, in this state the Quotation will be synchronized with Sage, and the prices will be calculated according to Sage pricing logic. Once synchronized and the prices are validated, the Quotation will move to Validated Draft status in ForceManager, “Draft ✔️”. This will only take a few minutes.
