10X your sales

Videos in this playlist include:

Sales Processes

Follow and manage your sales funnel with Sybiz Vision CRM. Break down Leads and Opportunities by defining your own structures and conditions for progression, with reporting capability helping you make better decisions to win sales.

Partial Pay and Process

Take partial payments via Sybiz Vision’s Pay & Process facility, with outstanding payments still logged against the customer’s account.

Sales Rebate Lines

The IR line type, Inventory Rebate, brings support for incentive rebates. User-defined rebates can be calculated how you need and processed in the same transaction. Take a look how this functionality works.

Tax on Prices

What if an item requires different tax treatment depending on who it is sold to? Sybiz Vision includes the ability to assign tax codes to price scales to give greater control over pricing.

Sales Credit Add Lines and Pay and Process

We’ve packed Sybiz Vision with features that make crediting fast and flexible for your business. This video takes you through some of the possibilities, like adding charges to credits, using Pay & Process to issue refunds, as well as refunding credit card surcharges.

Sales Quote and Order Tracking

Track the outcomes of your sales quotes with Sybiz Vision. When a sales quote is processed and turned into an order or an invoice, users are able to track the outcome of the quote. With this quick and simple process, users can view what items were originally quoted and then review this information against what was actually ordered.

Direct Debits

EFT functionality in Sybiz Vision allows you to make payments electronically, but what’s more, it can also handle direct debit receipts.

Pay and Process

Pay & Process allows users to process payments at the same time as entering a sales invoice in Sybiz Vision. The opposite functionality exists in sales credits, enabling a refund to be provided at the time of processing the credit transaction.

Costing Methods

Sybiz Vision includes 5 costing methods that can be applied on a per item basis. Choose from Average, Standard, FIFO, LIFO and Serial costing options for incredibly precise costing of your inventory.

Transaction Templates

Transaction Templates are available on Purchases, Sales, Jobs, Estimates, Service Requests, Service Actions and the Cashbook. Sybiz Vision allows you to quickly recall templates to speed up transaction processing. Standing Journals are also available for this purpose for general ledger journals.

Sales Margin, Markup, Unit of Measure and Locations on Transactions

How much depth is there to explore with transactions in Sybiz Vision? In this video, we show off the use of sales margins, markups, unit of measure and locations to demonstrate just how Sybiz Vision can adapt to your business scenarios.

Offset Re-allocation

Have you offset the wrong invoice when processing a receipt? Or perhaps you prefer to separate the cashbook processing and the offsetting of transactions? Sybiz Vision’s Offset Allocation feature helps eliminate errors and enable more flexibility when matching payment and receipts to journals, invoices and credits.

Company Logo and Banking Details

Sybiz Vision provides the ability to store a company logo and banking information for use on transaction documents. Change your details at any time and it automatically updates on all your transaction documents.

Costing Non-Diminishing Products

Sybiz Vision is constantly responding to the needs of businesses around the world. Take a look at how Sybiz Vision can take into account items purchased, but not stocked, and even add them on sales reports.

Finance Charges

Sybiz Vision helps automate the process of imposing finance charges on customers whose accounts have exceeded their trading terms. This powerful & flexible feature uses a wizard based approach to enable finance charge invoices to be issued when and how you want.

Contract Pricing

Manage fine grain pricing for your customers for general invoicing, job specific or service work. This video shows a small taste of the power of contracts in Sybiz Vision.