Features

Sales Assistant has an extensive range of features allowing it to be used in many different businesses. So no matter what your needs are Sales Assistant is a good choice for Daylite and Mac users.

Sales Documents

Quotations

Pro forma Invoices

Sales Orders

Invoices

Purchase Orders

Order Confirmations

Packing Slips

Invoices

Multiple live quotes per opportunity

Auto invoice numbering (with easy over writing)

Multi currency

Multi location

Multi Terms and Conditions

Duplication quote from quote or any other sales document

Supports, 3 contacts, Primary, Billings and Shipping

Support Attentions To functions

Supports stored and manual address entry

Tracks won quote status

Save line Item sets for fast quoting

Dynamic document generation

Track stock serials per line item and print on sales documents

Pro forma Invoices

Multiple live Pro forma Invoices per opportunity/Project

Auto pro forma numbering (with easy over writing)

Multi currency

Multi location

Multi Terms and Conditions

Duplication Pro forma Invoices from quote or any other sales document

Supports, 3 contacts, Primary, Billings and Shipping

Support Attentions To functions

Supports stored and manual address entry

Tracks won quote status

Save line Item sets for fast quoting

Dynamic document generation

General Settings

Supports multi currency

Multi currency can be applied to any contact in Daylite. No need to define a specific currency per contact.

Decimal rounding for currency

Decimal rounding for prices

Set default due dates and payment dates

Stock & Inventory

Add products

Add services

Add product packages

Buy, sell, stock and inventory options

Volume buy price options, works with packages products

Volume sell price options, works with packages products

Buy and sell in multi currency

Define the buy and sell units and any conversion.

Manage multiple warehouses

Enter Stock location / Bin Numbers

Track stock movements

Transfer stock between warehouses

Import products from CSV

Update product information and price from CSV

Run stock reports

Integration

Daylite

Mac Mail

Direct Mail

Xero

Moneyworks

SaaSu

Quickbooks (coming soon)

Time & Budget

Excel

Numbers

Quotations

Multiple live quotes per opportunity

Auto quote numbering (with easy over writing)

Multi currency

Multi location

Multi Terms and Conditions

Duplication quote from quote or any other sales document

Supports, 3 contacts, Primary, Billings and Shipping

Support Attentions To functions

Supports stored and manual address entry

Tracks won quote status

Save line Item sets for fast quoting

Dynamic document generation

Sales Orders

Multiple live quotes per opportunity

Auto sales order numbering (with easy over writing)

Multi currency

Multi location

Multi Terms and Conditions

Duplication sales order from quote or any other sales document

Supports, 3 contacts, Primary, Billings and Shipping

Support Attentions To functions

Supports stored and manual address entry

Save line Item sets for fast quoting

Dynamic document generation

Purchase Orders

Multiple live purchase orders per opportunity/Project

Auto purchase orders numbering (with easy over writing)

Multi currency

Multi location

Multi Terms and Conditions

Supports, 3 contacts, Primary, Billings and Shipping

Support Attentions To functions

Supports stored and manual address entry

Dynamic document generation

Multiple Templates supported

Payments

Take payments

Take deposit payments

Take retainer payments per client or by project or matter.

Run aged debtor reports

Run unpaid invoice reports

Track and Bill Time

Set user charge and cost rates

Set individual rates per user per category

Set time rounding

Set Task as billable

Set Appointments as billable

Mark categories as either, billable, non billable or not reportable

Set the user name and event date into the line item

See all un-billed activity by project and opportunity

Bulk set activity status for easy cleaning of old data (required for set up)

Quick billing option to bill all un-billed activity from a single button

Just bill selected activities

Bill activities and pay with retainer balance

Activity reports with date filtering for easy reporting of chargeable time

Also integrates with Time & Budget (see integration section)

Customisable

Sales Assistant is extensible and customisable so it the perfect platform to build and develop your custom requirements. If you think you need a FileMaker solution or tired of maintaining an old FileMaker system take a look at how Daylite and Sales Assistant can help.

Take your business further with Daylite Sales Assistant

BOOK A DEMO

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CONTACT DETAILS

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