The "Products" module allows you to manage your product catalog, whether products are sold individually or by subscription.
It enables you to view all your products as well as the Opportunities and Projects associated with them. You can assign your products to Opportunities, then convert them into Sales Projects. From a Product Sales Project, you can formalize your orders and track your billing.
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Create a product
Products > Button +
On the product card displayed on the screen, enter the name, reference, state (in progress or archived), and the full description of the product
Enter the type (unit or subscription) and the rate of the product in the additional information
Click the "Save" button or press the "Enter" key on your keyboard
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Create a product sales opportunity
Create the opportunity
CRM > Contact card > Opportunities tab
Make sure you have created your Product card from the Products module (otherwise, please refer to the Create a product chapter)
Go to the relevant CRM contact card for the opportunity, go to the Opportunities tab, and click the "Create opportunity" button
Qualify the opportunity
Opportunities > Opportunity card > Information tab
We recommend prioritizing the following:
The Type
The Title
The State
The Description
Enter all relevant information related to the identified opportunity (state, source, duration, projected turnover, etc.)
Set up a "Reminder" action to ensure proper follow-up of the opportunity (see Manage actions and reminders)
Opportunities > Opportunity card > Positioning tab
Assign a product to your opportunity.
By clicking the "Create positioning" button, a workflow appears.
It allows you to assign a product to your opportunity. You just need to select the product and add it to your positioning.
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Convert a "Product" opportunity into a project
Opportunities > Opportunity card > Information tab
Simply change the State of your opportunity to Won.
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Qualify a Product Sales Project
Qualify the general project information
Projects > Project card > Information tab
Enter the project reference
If needed, add relevant documents as attachments
Qualify the Product Sales card(s)
If it is a unit product sale
Projects > Project card > Deliveries tab > Delivery card
Qualify the sale date
Enter the unit sale rate
Indicate the quantity sold
Optionally, specify a title for this Sales Delivery
If it is a product sale with a subscription
Projects > Project card > Deliveries tab > Delivery card
Qualify the subscription dates, then save; the tool will suggest a quantity to invoice based on the entered period and the type of subscription for the sold product. If it is a "monthly sale" product over a 12-month period, the tool will suggest quantity 12
Enter the unit sale rate
Indicate the number of months/quarters/semesters/years sold
Optionally, specify a title for this Sales Delivery
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Create an order for a product sales project
To generate invoices on BoondManager, you first need to create the client order, which will allow you to prepare/automate your invoice generation. The order is, in a way, the "digital contract" on BoondManager.
Order creation
Projects > Project card > Deliveries tab
After qualifying your sales project:
Check the Delivery card(s) you want to associate with your order
Click "Create order"
Order qualification
Projects > Project card > Billing tab
Enter the order number, either your order number provided by your client or your internal reference if the client does not provide an order reference
IMPORTANT "Order Turnover" (the order amount). By default, the tool will take the signed turnover listed on the deliveries linked to the order. It is important to fill in this field to get a billing delta between the order and what you have invoiced
Check or uncheck the "Customer Agreement Received" box to indicate that you have received the official document formalizing the customer agreement. From the Billing module > Order view, you can quickly see all orders for which you have or have not received the customer agreement
Verify the payment terms
Validate the billing details. If no billing address is suggested in the "Address" field, it means you have not entered a billing address on the client company card (see Display your client's address on invoices).
IMPORTANT: "Billing type": Schedule or Monthly. By default, the tool will suggest:
Schedule for a unit product sale and for annual, semi-annual, and quarterly subscriptions. With this billing type, you must define the different deadlines (date, title, and amount)
Monthly for a product sale with a monthly subscription. With this billing type, the tool will suggest creating invoices for each month of the subscription period. => It is possible to change the "billing type" manually
Once the order is saved, you can attach documents; useful for attaching, for example, the signed order.
If needed:
You can refer to the tutorial on Order management
To facilitate the creation of your orders, you can configure your default order from the Administrator interface (the standard legal notices to display, standard payment terms, bank details, etc.): Administrator Interface > Legal Agencies section > Relevant Legal Agency > "Billing" tab !