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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 S...

How to Create Credit Notes

Credit NotesWhen 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 ma...

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 Settings Before 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 opti...

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...