Sales

Filter Your Customer
1. Go to Sales menu and select Customer  2. Click on filterbutton, and select the respective filter option to filter your result
Wed, 26 Jun, 2019 at 4:10 PM
Merge customer/ supplier info
If you have several customer information that overlaps with the ones before, you can merge them together to avoid duplication of the customer's informa...
Sat, 21 Mar, 2020 at 5:56 PM
How to check and monitor Sales Target?
Biztory here to help you to lead your sales team effortlessly. The Sales Target measures current sales revenue and compares that to a target or past per...
Fri, 15 May, 2020 at 5:34 PM
Sales Target Email
Configure your Sales Target Email to select the time period you would like to notify your salesperson about the Sales Target. 1. Go to My Biztory from the ...
Sat, 29 Jun, 2019 at 10:57 PM
Invoice Template
Choose the email template you would like to apply on your sales invoice. 1. Go to My Biztory from the top menu bar then click on the Sales tab  2. Under Ap...
Sat, 29 Jun, 2019 at 11:01 PM
Customer Info
Customer data is the  most important key to your marketing strategy, Without having Customer's data, your company are marketing blindly. 1.Go to Sa...
Wed, 10 Aug, 2022 at 11:13 AM
How to differentiate top customers from my existing customers
Want to differentiate your top customers from your existing customers?  Well, now you can! You can now conveniently view your top customers as the system w...
Wed, 4 Sep, 2019 at 4:13 PM
How to assign and manage your sales team?
After knowing How to check and monitor Sales Target?  Let us check out how to assign and manage your sales team. How to manage your sales team?  It’s n...
Wed, 15 Apr, 2020 at 2:35 PM
Manually send overdue email
1. From the master list of your invoices, look-up the payee name so that the result is filtered. Then tick the checkbox on those invoices you wish to proces...
Wed, 13 May, 2020 at 1:14 AM
Import Sales
Biztory is able to create multiple sales at the same time using the import feature. Kindly follow the steps below to import the sales. 1) Click My Bizto...
Wed, 30 Jun, 2021 at 4:21 PM