CBMS ERP Universal Appointments: Sales
1The extension to the Universal Appointments app to link appointments and sale orders
For the full details look at static/description/index.html
* Features *
#odootools_proprietary
Sale orders and appointments
-
The app lets you link appointments and sale orders. You have 3 configuration options
-
Automatically confirmed sale orders: if chosen, a sale order would be created as soon as appointment is scheduled. The method is suitable in case your service is standard, and final sale positions and details would hardly be changed during appointment. For example, fixed-price hair cutting
-
Draft sale orders: if chosen, only a quotation would be generated. In such a way you would be more flexible in updating an order during service provision or beforehand. For example, if you want to add extra complementaries during a visit or to grant clients individual discounts
-
Manual sale orders: if chosen, managers would have to create quotations while providing service. The method might be applicable when most of sale lines become clear only during the visit itself. For example, mobile phone repair business assumes initial diagnostics and only after that offering the price
-
Until an appointment sale order is not confirmed, you would be also able to update that right from a reservation form. Both service, quantity and complementary products are re-calculated in that case
Service pricing
-
The tool lets you configure pricing method per each resource type
-
Per planned duration: if chosen, CBMS quotations would be created based on initial reservation plans. For example, it might be suitable for car rent or massage
-
Per units: if chosen, sale orders consider appointments for the same price disregarding their duration. For example, standard haircutting or tire mounting are invoiced the same disregarding how much time they take
-
Per tracked (real) duration: when you want to invoice actual time spent on service provision. For example, the approach might be suitable for consultation or legal services. The option is available only if the add-on 'Universal Appointments: Time Tracking' is also installed
-
Prices are price list dependent. It means, that a manager might select individual conditions during scheduling. In such a way, it is possible to apply various currencies, discounts, promos
Automatic or manual link between appointment and CBMS sale order
Sale is generated based on appointment details
CBMS demonstration databases (live previews)
For this app we might provide a free personalized demo database.
To demand such database: press the button "Live Preview" on the top of this page or copy the link https://mycbms.com/s/6m2n89
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.
To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://mycbms.com/s/dcvxa8
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screen shots, CBMS server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).
Public features request and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.
Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://mycbms.com/s/blv3ei
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
New features and extra CBMS services (individual development)
Each of our apps might be customized and extended to suit your specific requirements.
Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of CBMS services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.
To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://mycbms.com/s/shq9h7
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us by any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://mycbms.com/s/ya2t2t
About the team
CBMS (mycbms.com, former CBMS ODOOtools.com) is the team of developers and business analysts to help you extend CBMS potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful CBMS apps developed. We are open for new ideas and challenges to create the best CBMS apps for business needs all over the world.
You may like the tools
The tool to build deep and structured knowledge base for internal and external use. Knowledge System. KMS
The tool for time-based service management from booking appointment to sale and reviews
399
The tool to combine different CBMS events in a few configurable super calendars. Shared calendar. Common calendar.
74
The tool to create website documentation based on your knowledge base
The tool to flexibly structure CBMS attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive / SharePoint, Nextcloud / ownCloud, Dropbox
The tool to automatically synchronize CBMS attachments with OneDrive files in both ways
The tool to automatically synchronize CBMS attachments with ownCloud / Nextcloud files in both ways
Sale orders and appointments
-
The app lets you link appointments and sale orders. You have 3 configuration options
-
Automatically confirmed sale orders: if chosen, a sale order would be created as soon as appointment is scheduled. The method is suitable in case your service is standard, and final sale positions and details would hardly be changed during appointment. For example, fixed-price hair cutting
-
Draft sale orders: if chosen, only a quotation would be generated. In such a way you would be more flexible in updating an order during service provision or beforehand. For example, if you want to add extra complementaries during a visit or to grant clients individual discounts
-
Manual sale orders: if chosen, managers would have to create quotations while providing service. The method might be applicable when most of sale lines become clear only during the visit itself. For example, mobile phone repair business assumes initial diagnostics and only after that offering the price
-
Until an appointment sale order is not confirmed, you would be also able to update that right from a reservation form. Both service, quantity and complementary products are re-calculated in that case
Service pricing
-
The tool lets you configure pricing method per each resource type
-
Per planned duration: if chosen, CBMS quotations would be created based on initial reservation plans. For example, it might be suitable for car rent or massage
-
Per units: if chosen, sale orders consider appointments for the same price disregarding their duration. For example, standard haircutting or tire mounting are invoiced the same disregarding how much time they take
-
Per tracked (real) duration: when you want to invoice actual time spent on service provision. For example, the approach might be suitable for consultation or legal services. The option is available only if the add-on 'Universal Appointments: Time Tracking' is also installed
-
Prices are price list dependent. It means, that a manager might select individual conditions during scheduling. In such a way, it is possible to apply various currencies, discounts, promos
Automatic or manual link between appointment and CBMS sale order
Sale is generated based on appointment details
CBMS demonstration databases (live previews)
For this app we might provide a free personalized demo database.
To demand such database: press the button "Live Preview" on the top of this page or copy the link https://mycbms.com/s/6m2n89
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.
To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://mycbms.com/s/dcvxa8
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screen shots, CBMS server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).
Public features request and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.
Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://mycbms.com/s/blv3ei
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
New features and extra CBMS services (individual development)
Each of our apps might be customized and extended to suit your specific requirements.
Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of CBMS services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.
To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://mycbms.com/s/shq9h7
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us by any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://mycbms.com/s/ya2t2t
About the team
CBMS (mycbms.com, former CBMS ODOOtools.com) is the team of developers and business analysts to help you extend CBMS potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful CBMS apps developed. We are open for new ideas and challenges to create the best CBMS apps for business needs all over the world.
You may like the tools
The tool to build deep and structured knowledge base for internal and external use. Knowledge System. KMS
The tool for time-based service management from booking appointment to sale and reviews
399
The tool to combine different CBMS events in a few configurable super calendars. Shared calendar. Common calendar.
74
The tool to create website documentation based on your knowledge base
The tool to flexibly structure CBMS attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive / SharePoint, Nextcloud / ownCloud, Dropbox
The tool to automatically synchronize CBMS attachments with OneDrive files in both ways
The tool to automatically synchronize CBMS attachments with ownCloud / Nextcloud files in both ways
To install this Web App in your iPhone/iPad press 
and then Add to Home Screen.
