Sales Assistant for Daylite

Manage quotes, invoices and much more in Daylite with Sales Assistant

Powerful features to support complex business processes

Sales Assistant for Daylite is a powerful extension that adds a number of features to Daylite to help many businesses use Daylite for more tasks and reduces the number of applications needed to on a daily basis.

Multi Currency & Location

Set up defined business locations with default currencies and bank accounts.

Produce quotes, invoices and orders in any currency.

Extended Daylite Products

Define the supplier for a product, the buy price, the markup, add additional fees,
define volume discounts for purchasing and volume discounting for selling.

Build package products and add to product groups.

Create product pricelists in any currency.

Invoicing

No more sending your quotes or your activities to an external invoicing application!
Create an invoice directly; or from a linked quote.

Full support for multi currency and location.

Send invoices to your accounting system (ie Xero, MoneyWorks, etc.) to reconcile.

Supplier Management & Stock Control

Manage your stock levels and supplier orders.

Place stock on hold for pending sales orders and be alerted to low stock levels.

Run your stocktakes easily, across multiple warehouse locations.

Payments

Define the supplier for a product, the buy price, the markup, add additional fees, define volume discounts for purchasing and volume discounting for selling. Build package products and add to product groups. Create product priceless in any currency

Global Views and Reporting

See a database-wide view of all documents created in the business.

Run product reports and export date into a spreadsheet to produce price lists and other working documents.

Feature Outline

Unlimited 'live' quotes per opportunity
Auto document numbering
Support for quotes, pro forma invoices, sales orders, invoices, purchase orders, packing slips, order acknowledgements
Duplicate new quotes from existing quotes
Multi currency support
Multi location support
Line Item calculator makes working with Mark up, margins and discounts fast and easy
Multi currency supported on line items
Set the level of decimal display for prices and rounding
Unlimited Tax code support
Work on a contact level or an opportunity / project level, even work at a global level!
Integrates with the Numbering Plugin, Time & Budget and the Xero and MoneyWorks connectors.
Enter payments on invoices. See at a glance which customers owe money.
Manage retainers and pre-payments
Product & Service grouping
Product Packages
Multi warehouse support

Sell price and buy price management, buy in Euro's and sell in other currencies with calculated markup.
Buy in one unit and sell in another.. buy by the Kilo and sell by the gram
Volume pricing supported for both buying and selling.. with the choice to keep the additional margin or pass it to the customer
Check for currency changes on live quotes and update then as required
Import extended product values with the Product importer
Manage supplier orders
Creates quotes and Invoices and Sales Assistant makes the Daylite objects to support these documents.
Sell time and service based products
Integrates with Time&Budget to invoice time and expenses
Easily extendible for custom workflow requirements such as inventory control and warehouse management