Deals Management for ZiscorERP

Introduction to Deals Management in ZiscorERP

Deals Management in ZiscorERP is a powerful tool that helps you manage and track quotations, tenders, proposals, and other business agreements. It allows you to create and manage deals in a centralized location, monitor their progress, and identify potential issues before they become problems. In this tutorial, we will guide you on how to use the Deals Management module in ZiscorERP to streamline your sales and procurement processes.

Prerequisites

• You should have a basic understanding of ZiscorERP and its modules.
• You should have a functional Deals Management module in your ZiscorERP account.

Step 1: Creating a New Deal

To create a new deal, follow these steps:

1. Log in to your ZiscorERP account and navigate to the Deals Management module.
2. Click on the "New Deal" button in the top-right corner of the screen.
3. Fill in the required fields, such as:
   • Deal Name: Give your deal a unique and descriptive name.
   • Deal Type: Choose whether the deal is a Quotation, Tender, Proposal, or other.
   • Customer: Select the customer associated with the deal from the customer list.
   • Start Date: Set the start date for the deal.
   • Due Date: Set the deadline for the deal.
   • Description: Provide a brief description of the deal.
4. Click on the "Save" button to create the deal.

Step 2: Adding Deal Items

Once you have created a deal, you can add items to it. Deal items are the products or services being offered in the deal. To add a deal item, follow these steps:

1. Click on the "Deal Items" tab in the deal menu.
2. Click on the "New Deal Item" button.
3. Fill in the required fields, such as:
   • Deal Item Name: Give your deal item a unique name.
   • Product: Select the product or service being offered from the product list.
   • Quantity: Enter the quantity of the product or service.
   • Unit Price: Enter the unit price for the product or service.
   • Total: Calculated automatically based on quantity and unit price.
4. Click on the "Save" button to add the deal item.

Step 3: Configuring Deal Stages

Deal stages are the different phases that a deal can be in, such as Quote, Negotiation, Signed, etc. To configure deal stages, follow these steps:

1. Click on the "Deal Stages" tab in the deal menu.
2. Click on the "Edit" button next to each stage to configure the settings.
3. Configure the stage settings, such as:
   • Stage Name: Give the stage a descriptive name.
   • Stage Description: Provide a brief description of the stage.
   • Stage Types: Choose the types of deal items that can be in this stage.
4. Click on the "Save" button to configure the deal stage.

Step 4: Creating Deal Tasks

Deal tasks are the specific activities and deadlines associated with a deal. To create a deal task, follow these steps:

1. Click on the "Deal Tasks" tab in the deal menu.
2. Click on the "New Deal Task" button.
3. Fill in the required fields, such as:
   • Task Name: Give your task a descriptive name.
   • Task Type: Choose the type of task, such as Deadline, Meeting, or Reminder.
   • Task Status: Choose the status of the task, such as Open, In Progress, or Completed.
   • Task Due Date: Set the deadline for the task.
   • Task Priority: Choose the priority of the task.
4. Click on the "Save" button to create the deal task.

Step 5: Tracking and Monitoring Deals

To track and monitor deals, you can use the following reports and dashboards:

1. Deal List Report: View a list of all deals, including their current stage and status.
2. Deal Stage Report: View a list of all deals in a specific stage.
3. Deal Analytics Report: View analytics about deals, such as close rates and average deal size.
4. Deal Forecast Report: View a forecast of upcoming deals and deal closures.

Conclusion

In this tutorial, you have learned how to create and manage deals in the Deals Management module of ZiscorERP. By following these steps, you can streamline your sales and procurement processes, and stay on top of your deal pipeline. Remember to keep your deals organized, tracked, and monitored to achieve maximum efficiency and success.

Additional Tips and Resources

• Make sure to regularly review and update deal information to ensure accuracy.
• Use deal stages to track the progress of a deal and identify potential bottlenecks.
• Customize deal reports and dashboards to suit your specific needs and requirements.
• Consult the ZiscorERP knowledge base and documentation for further information and troubleshooting.