Selling plan

Selling planning process:

Create Selling Plan is the first step in the process

The Selling plan is made for 1 year, by department; The manager allocates sales to each salesperson in the department based on the total sales assigned;

1. Basic information:

The following information is necessary and should be created before creating the Selling plan: (if not available before, it can be created during the selection of the corresponding item):

• Department

• Salesperson user

2. Steps to follow:

Step 1: Access the function of creating new Sellling Plan on the system by following the link: Home page => Selling => Selling plan => Add Selling plan

Step 2: Enter the general informations of the Selling Plan (Fields marked with * are required fields):

• Email User:

• Company:

• Department:

• Department Target Sales:

• Create Date:

• Estimatd Year:

• Currency:

Step 3: Enter the list of sales allocated to each salesperson

Click on "Add row" to add one line => Enter the salesperson and sales allocated to each salesperson

• Email sales:

• Target Sales:

• Full name sales: Autofill system after filling in the Email sales

Step 4: Enter information of "Note" if any

Step 5: Click on "Save" to save the genarated Selling Plan