Leads, awards and site transfers in the management app

The management app follows a job from the first lead to the stock on site. This article covers four screens on that path: converting a lead, reading an award, reading a CRM project, and sending a transfer to a site store. Each one works on the same records as the web, and each needs the same permission there. You need the latest version of the app.

Convert a lead

1. Open the lead from CRM › Sales › Leads and select Convert.

2. Depending on your company's CRM settings, the app opens Convert lead or Convert to account:

   • in Convert lead, enter the customer's Tax registration no., and turn on Create an opportunity to open a deal at the same time;

   • in Convert to account, choose the account. When you also turn on Also promote to customer, the Tax registration no. field appears.

3. Select Convert.

The tax number is optional unless your company turns on Customers need a tax number. Then a conversion without it is refused before anything is created, and the app shows the reason under the field. Fill it in and convert again. See Convert a lead into a customer.

Follow an award to its contract and project

Open an award from CRM › Projects & Tenders › Awards. Besides the Award no., the opportunity, the account and the customer, the Award card now shows:

• Contract stage: where the award's contract stands, from Draft, Under review and Signed to Active, Closed or Cancelled;

• Project: the code and name of the project the award became, once it has been converted.

Select Open ERP project to go straight to that project's page, with its figures and process sections. Open CRM project opens the CRM project (the building or tender record) the award belongs to. See Turn a won deal into an approved award and hand it over.

See when a CRM project was completed

A CRM project (CRM › Projects & Tenders › Projects) shows Completed on with the date the project was actually completed, next to its planned Completion date. The row appears only once a completion date has been recorded. When your company turns on CRM project status follows the flow, a status change that the flow does not allow is refused with the reason. See Track projects, their packages and the people who influence them.

Send stock to a site store

1. Open Inventory › Transfers › Item Transfer and select the add button. The New transfer form opens.

2. Choose the From warehouse and the To warehouse.

3. Choose the Project the stock is for. The field shows when you can see projects; its hint reads "Needed when the destination is a site store and the company requires it."

4. Select Add items, enter the Quantity of each item, and add a Note if needed.

5. Select Send transfer. The app says "Transfer sent".

When your company turns on Transfers to a site store name their project, a transfer into a warehouse marked as a project site store is refused without its project. The reason shows under Project: choose it and send again. A transfer between ordinary warehouses does not need a project. See Transfer items between warehouses and branches.