Step 1: Make List of Your Products/Services

In order to start selling, you need to clarify the prices. If you sell goods, create a list of all your stock items. If you provide services, list them too and specify your hourly rate.

To Make a List Manually:

1. Click New on the eWay-CRM ribbon and select Products.

2. Specify the Name, Product ID, Unit and List Price. Click Save and Close.

Step 2: Create Quotes and Invoices

eWay-CRM makes creating proposals and invoices simple, reliable and efficient. Use your product catalog to determine the price automatically.

Creating a Proposal

1. On the eWay-CRM ribbon in Microsoft Outlook, click New and select Bookkeeping Record.

2. Choose a Name, select the type called Issued Proposal. Click Active. Also, select Customer and Superior Item if you want to add the proposal to a business deal or a project.

3. Add products/services into the bookkeeping record. You can search them by ID or Name. You can change the Quantity, Sale Price or apply a Discount.

4. As soon as you make the proposal, save it.
5. Click Export to Word > Proposal. A Microsoft Word template will open with predefined data.

6. Click File > Share > Send as PDF. A new email will appear with your quote attached as PDF. Send the email.

Creating an invoice is similar. Just choose the Sales Invoice in step 2.