The sales module is where you can manage charter bookings for your customers. This includes creating and booking quotes, customer management, and defining boarding points. You also have access to the configuration options for how your charter services operate.
All users with access to the system will be able to view all information in the sales module, including customers, quotes and bookings. Users with the Sales role can also create and edit information.
The Sales page is where you will find important information for the sales team’s attention. From here, you can manage the configuration options and quickly access the Create a Quote page or the Create a Customer page.
This page includes a Reporting Dashboard that provides visibility into revenue performance and quote conversion rates. Use the reporting period buttons at the top of the dashboard to change the data displayed in the charts (This Month, Last Month, This Qtr, Last Qtr, FYTD).
Use the filter at the bottom of the page to limit the dashboard to a Depot, or to a Trading Company (shown only when you have more than one trading company).
Outstanding quotes in the next 7 days - shows the number of quotes that haven’t been booked yet and have a trip commencing in the next seven days. Clicking the tile will display the quotes page, filtered for quotes within the next seven days.
Bookings today - shows all bookings for the current day.
Bookings tomorrow - shows all bookings for tomorrow.
Invoicing suspended - shows quotes and bookings whose invoicing is suspended.
The triple dot menu in the header holds Generate Sales Report, shown to Sales department members only.
🧠 Learn more about Sales Reports and Exports.
Top Tasks are shown to Sales department members only.
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