Using Sales Pal

Using Sales Pal

The Sales Pal

salespal

The SalesPal functionality can help Salespeople make informed decisions when working with clients. On Sales Quotes, Orders Invoices and Cash Receipts, this bar above the line items has a wealth of information. Upon highlighting an item, see the :

(1) Cost per item.

(2) Profit Margin for this item on this order.

(3) Total Profit for this item on this order.

(4) Total Profit Margin for this order.

(5) Total Profit for this order.

(6) Warehouse.

(7) Unit of Measure.

(8) Total of this item on Purchase Orders from this warehouse.

(9) Total of this item on Sales Orders from this warehouse.

(10) Total on Hand of this item in this warehouse.

(11) Total Available to Promise of this item from this warehouse.



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