Sales

Modified on Tue, 14 Oct at 12:29 PM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

The Sales functionality bundles all information about customers and invoices. On the home screen, you see the sales dashboard. This monitor gives you an up-to-date status of what you still have to invoice, what invoices are pending, what total is still unpaid and what your average DSO is (an indication of the age of outstanding invoices).

The Sales functionality is only available when a user with the 'Management' role has selected the Small, Medium, Large or Unlimited bundle via the Yuki Store in the domain.

The features Yuki Quotation and Yuki Invoice are integrated into the updated Sales functionality.

FOR FREQUENTLY ASKED QUESTIONS ABOUT YUKI QUOTATION AND YUKI INVOICE, SEE SALES FAQ!

With Yuki Quotation, you create your own digital quotations in Yuki that you can send directly to your customers by email or post. You can immediately view the status of each quotation: sent, open, rejected, accepted and invoiced. In addition, you can convert an accepted quotation directly into a sales invoice, if required.

With Yuki Invoice, you can create your own digital (recurirng) sales invoices in Yuki and send them directly to your customers by email or post.

Click on the Sales icon in the navigation bar and the Sales home screen opens:

Workflow

Dashboard

The dashboard shows the most important data about your sales:

age analysis (DSO)
sales per month
key figures of your sales
recently viewed invoices
recently viewed contacts.

Quotations

Here you can view a number of worklists and overviews of all sent, open and to-be-invoiced quotations.

The following worklists of quotations are available:

The following overviews of quotations are available:

Invoices

Here you can view a number of worklists, reminders and overviews of all unpaid/pending and paid/collected sales invoices.

The following sales invoice worklists are available:

The following sent sales invoices are available:

The following sales invoice overviews are available:

Contracts

Contracts allow you to have recurring invoices prepared and sent automatically.

In Yuki, you can view a worklist and some overviews of all contracts created in an administration to prepare and, if required, automatically send recurring invoices for a customer.

The following worklist of contracts is available:

Drafts.

The following overviews of contracts are available:

Sales items

Before you create the sales invoices, you must first add the sales items. In Yuki, you can view a number of overviews of all sales items created in the domain.

The following overviews of sales items are available:

For each sales item, you can see a complete overview with the following information:

Item details
Price list(s) to which the item has been added
Price agreement(s) with customers for the item
Item key figures
monthly turnover
annual turnover
final invoices
top selling.

Price lists

Here you can see an overview of all price lists that have been created in the domain. In Yuki, you can create additional price lists and modify, delete, import and/or export a created price list.

In addition, you can add sales items to a price list, adjust the price status of an item, and view the price history of a sales item.

Overviews

The following sales history information is available:

Invoiced revenue per contact
Here you can see your total sales in a certain period per customer.
Invoiced revenue per project
Here you can see your total sales in a certain period per project.