Sales

Sales Overview

Track your sales, push to  the invoicing app, and create your accounting.

Record Sales

Sales is used to capture sales of goods and services.  Each sale submitted results in the amount chargeable to clients being calculated ready for invoicing.

Record sales against a chargeable project, and raise an invoice.

Auto-Invoicing

All our applications in the ZotaBooks eco-system are pre-integrated, which means the entries you make in the sales are automatically and instantly made available to invoicing once you have submitted the sale.

Also, the ability to change a sales is removed once the sale has been invoiced.  Sales and invoice are always synchronised.

Sales has many capabilities, click on the items below to read more about what Sales offers:

All users given access to the solution by you can use Sales, restrict which projects users can book time to, report on sales and see how you are doing against your targets.

Add as many projects as you need, sales can record time against any project added into ZotaBooks.  All sales are made available to the invoice app for invoicing.

Sales is ready to use immediately, just add projects and users.

Sales is useable from any location, Working abroad,  thats fine!

Sales comes pre-integrated to the ZotaBooks eco-system, just add your company, projects and users and off you go.

Built in logic ensures that business logic is followed, for example:

  • only invoice sales once that sale has been submitted
  • only permit changes to sales until the sale has been invoiced (recall the invoice to make changes after invoicing)
  • calculate the VAT for the sale and VAT registration status of the company

Reporting on sales submissions is easy and ready for you, see the total sales in a period, sales booked to a project, who has made sales and what has been billed.

Capability to enter sales for others, or others for you.

Recall any sale which has not been invoiced.

Every sale can be traced to the financials, and from the financials to an individual sale

You can access the Sales app (or any other ZotaBooks application) from any device with web connectivity.

You can access the Sales app (or any other ZotaBooks application) from any location with web connectivity.

Access the Sales app anytime day or night. Want to record a sale while travelling? Not a problem, do it from your mobile.

Because we manage the technical aspects of the solution, you always have the latest version.

Your data is held on the Amazon cloud, which makes it as secure and loss proof as possible.

Sales, simple to use interface

The Sales app is designed to be simple to use, we have removed complexity and provided a powerful, flexible tool which takes seconds to familiarise yourself with.  Our streamed overview right is less than 60 seconds.

When is the last time you learned a new piece of software that quick?

And, its not just the Sales app which we have made simple to use.  It is every app we have !!!

Online & App Integrated Help Videos

We find it easier to follow an instructional video than a document or someone on the phone, we have placed on our YouTube site instructional videos on all aspects of using the ZotaBooks apps.  The help videos are also available within the ZotaBooks app, just click the video camera icon at the top of each screen.  

There for you to use at your own pace and time, available 24 x 7.

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