Contacts
Outlet Groups
Outlet Groups allow you to link Outlets to a head office for pricing and invoicing purposes.Click Create Outlet Group.As with individual Outlets , mandatory fields will be marked with an asterisk (*). These will need to be filled out before proceeding to the next card.The first card is Add Group ...
How to Add Suppliers and Manufacturers
You can keep a record of the suppliers and manufacturers you use within BrewMan. This information will be required for any Products and Materials that you enter into the system.To add a new supplier or manufacturer, click Create New Business. Select the Business Type and additional fields will sh...
How To Add Customers
To add individual customers to BrewMan, click Create Outlet at the bottom right of the Outlets page, in the Contacts menu. There will be fields marked with an asterisk (*), these are mandatory fields and must be completed before continuing to the next screen. The first card is Add Outlet Details....
10: CRM, Task & Leads Settings
CRM Settings Before using the CRM functions in BrewMan, you will need to configure your Settings.Go to Administration - Settings - Contacts - Communication Subjects.Subjects are used when logging communication with Outlets, allowing them to be quickly categorised by topics. These can be anything ...
CRM - How to Log Communication
Before using CRM functions in BrewMan, you will need to configure your Settings. For full instructions, visit our help page: 10: CRM and Task SettingsOutlet CRM Screen:Go to Contacts - Outlets and click on an Outlet to open it. Alternatively use the Search bar at the top of the screen.The CRM tab...
Tasks: How to Create and Manage Telesales Lists
Tasks can be utilised by a sales team to organise their Telesales For full detail about Tasks in general, please see our other guide, Tasks: How to Create and Complete TasksCreating a Telesales List.In order to make Tasks useful for Telesales, make sure there is a Queue set up specifically for it...
How to: One for Free Discounts
You can set up Outlets with One For Free discounts within BrewMan. These discounts work across multiple orders.To set up a One For Free discount, go to Contacts - Outlets, select the desired outlet and go to the Pricing tab. Click into the One For Free tab and click Add New. Add a Description ...
Outlet Credit Balance
Outlet Credit Balances will automatically pull in from your accounts package if your accounts package is web-based and is integrated with BrewMan such as Xero, QuickBooks and Sage Online.For this feature to work:Outlet Codes must match the customer account number on Xero.The Outlet Business Name ...