Introduction to Sales Management

Created by Andrew Wolf, Modified on Fri, Aug 4, 2023 at 12:36 PM by Andrew Wolf


With the Sales module you can sell:


  • Plots on the ground, niches, and crypts in mausoleums

  • Pre-need and At-need services along with property or without it

 

You can sell to individuals, companies, and various religious organizations. You can sell in-house or remotely. And also you can track the debt and upcoming/missed payments.

 

Please note, your installation's actual look may be different from the screenshots. It depends on the customization of your system.

 

The Sales module is responsible for handling sales. It consists of two submodules: the main "Lot Sales" and "Payments."


The "Lot Sales" submodule contains requests and initial transactions related to purchasing cemetery plots through the website. The "Payments" submodule includes management of past, future, upcoming, and missed payments.

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