Sales
How To Enter Orders
Once you have orders from your customers, you can enter them into the system. You can do this in multiple ways:1: Go to Sales - Orders and click Create Order in the bottom right. 2: Go to Contacts - Outlets and click the three-dot menu next to a customer and click Create Order. 3: Use the Search ...
How to Create Credit Notes
When you need to enter a Credit Note for an Outlet, go to Sales - Credit Notes.Here you will see a list of all the previous Credit Notes created. To create a new one, click Create Credit Note in the bottom right of the screen.Create Credit NoteAny field with an asterisk (*) is mandatory and needs...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
Lead Settings
Lead SettingsBefore using Leads in BrewMan, you will first need to configure your Settings. Lead Loss ReasonGo to Administration - Settings - Tasks and Leads - Lead Loss Reasons.Lead Loss Reasons allow you to tell BrewMan the reason where/why a lead has been lost. You will have the option to add ...
Leads & Leads Pipeline
Once Lead Settings have been set up, you can begin to utilise Leads. For help with the Settings click here.Leads will help keep track of prospects, allowing you to move leads along the Pipeline until they become an Outlet in BrewMan. This will allow you to log communication, create tasks and keep...
How To: Sales Visits
All Fields with Asterisks(*) are mandatory and must be filled to complete the associated page.If further support is required, please contact the support team using the email: support@premiersystems.comVisit Planning:Go to Sales - Sales Visits - Visit Planning.To schedule your day click Settings, ...
How To: Proforma Help Guide
With a recent update to BrewMan, you can now use Draft Orders to issue Proforma Invoices and wait for payment before distributing.When creating an order, you now have the option to select Create Draft Order. To do this click Create Order, choose and Outlet and click Create as Draft Order.In the o...