Advanced Open Sales

The first ‘Suite’ of advanced modules is AOS(Advanced Open Sales). The various modules that are part of the AOS suite of modules allow you to manage the Post-Opportunity Sales processes such as Quoting, Invoicing and recurring Contracting. This functionality is made available to you through the following modules:

1. Product Categories
2. Products
3. PDF Templates
4. Quotations
5. Invoices
6. Contracts

AOS Settings
System Administrator users can alter the settings for AOS using the AOS Settings page under the Advanced OpenSales panel within the Admin Panel.



You can customise the following settings within the AOS Settings:

1. Renewal Reminder Period – This defines how many days before the Contract End Date that a reminder call should be created.
2. Initial Invoice Number – Allows users to set the initial invoice number. For example 20001.
3. Initial Quote Number – Allows users to set the initial quote number. For example 456.
4. Enable Line Items Groups – If selected then users will be able to bundle line items into groups. If this is not selected then you will not be able to use the AOS Group functionality. Note: This setting should be selected before using AOS – It is difficult to migrate from/to groups once Quotes/Invoices have been created.
5. Add Tax to Line Total – If this is selected then the Tax will be added into the Line Total on Line Items. If this is not the selected the Line Total will not include Tax.
6. Once configured, click ‘Save’ to apply your AOS Settings.