Mastering the Sell Module
- Getting Started
Kickstart your journey with the Sell Module. This category covers the essentials from accessing the module to familiarizing yourself with the dashboard.
Product ManagementWelcome to the Product Management hub of the XFlow Sell Module, where the essence of your business offerings is defined and detailed.
Price List ManagementThis guide will walk you through the process of managing and updating your price list, ensuring that your pricing strategy aligns with your business objectives.
Customers ManagementThis guide will outline the functionalities of the Customers tab and demonstrate how to effectively manage
Invoice ManagementThis guide details the step-by-step process to create an invoice, ensuring adherence to best practices and regulatory standards.
Setting Up & Updating Prices
How to setup and update the prices of your products
Introduction
Gain an overview of the Sell Module, learn how to navigate its features, and understand the benefits it brings to your sales operations.
Invoice Creation
Step-by-Step Invoice Creation
Overview of Customer Management
Introduction to the Customers Tab
Overview of Product Management
This central pillar of the module stands as your command center for cataloging, strategizing, and refining your product lineup. It is meticulously designed to provide you with a seamless, intuitive, and comprehensive system for overseeing e
Adding New Customers
How to add new customers
Adding a New Product & Services
Step-by-Step Guide
Dashboard
The Dashboard in XFlow’s Sell Module is the nucleus of your sales operation, providing a real-time, interactive display of vital business metrics at a glance.
Editing and Deleting Invoices
Ensure you edit or delete invoices as needed before sending. Post-send, any adjustments require the issuance of a credit note.
Customer Information Management
Learn more about customer information management
SELL Module Settings Guide
Learn the significance of the Sell Module Settings
Understanding the Grouping of Products
A key feature of this module is the ability to group products, which can significantly streamline sales processes and enhance organizational efficiency.
Adding Products/Services via CSV
Product Migration in XFlow is a feature designed to facilitate the mass upload and update of product data using a CSV file. This function is ideal for businesses that need to manage large inventories, allowing for an efficient management.