Sales is a critical component of any business. The sales module in the CommerceCore™ provides the sales department with a simple and intuitive sales management system that can be customized to suit your needs.
Every day, more and more e-commerce businesses are realizing the importance of having a robust point of sale system. Accounting is important, but it's also key to be able to track inventory levels and sales data in order to optimize business. So many Shopify users use CommerceCore™ Sales because it can help manage all aspects of your store including accounting - all with just one app!
Do you want to increase your e-commerce sales? The following blog explains how to categorize your sales process in an efficient manner so you can easily find what you need when it comes time to make a sale.
CommerceCore™ sales module - Tags
If you're like most business owners, your sales process is one of the most time-consuming and difficult aspects of running a company. It's more than just finding customers - it's figuring out how to identify them, qualify them, and keep track of their status. Tags are an important feature in CommerceCore™ that allows you to quickly categorize your tasks by assigning them with words or phrases that will be easy for you to find later on.
Tags are a helpful feature in CommerceCore™ for representing or readily identifying tasks. The Tags option is available in the majority of CommerceCore™ modules, including CRM, Sales, Contacts, and many more. Tags play an important part in classifying your tasks in the Sales module.
How to configure tags in the CommerceCore™ sales module
The Tag feature is extremely well managed by the CommerceCore™ sales module. The platform allows you to quickly set the tags. The Tags option may be accessed via the CommerceCore™ Sales platform's configuration tab. To view the option, navigate to the Sales module's Configuration tab.
For configuring Tags in the platform, go to Sales - Configuration - Tags.
When you select the Tags option from the Configuration tab of the CommerceCore™ Sales module, you will be presented with a Tags window where you can configure Tags
You can browse all of the Tags configured in the platform in the Tags window. These tags are labeled with their name and color. You can also add new tags in the same box by clicking the Create button. When you click the Create icon, you will be sent to a page where you can create your tag and choose from a variety of color options. You can choose one of these colors to help you recognize the tag.
After entering the Tag name and color, you can save the new tag by selecting the SAVE option. To discard the changes, look for a Discard option near the SAVE button. You may also export the data to an excel file using the Export All option. Similarly, you may change an existing tag by choosing it.
You may now also delete tags from a job or from the database. You can Remove tags from the database by following the steps below.
Sales- Configuration - Tags - Action - Delete.
At the upper center of the window, you'll notice an Action button. When you select this option, you will be presented with a dropdown menu from which you can access the Delete and Export options.
It is also allowed to apply an action for a particular tag only. For doing so you can select the respective tag without selecting the whole.
Tags are a helpful feature in the CommerceCore™ for representing or readily identifying tasks. The Tags option is available in the majority of CommerceCore™ modules, including CRM, Sales, Contacts, and many more. They play an important part in classifying your tasks in the Sales module.
We have created a YouTube video playlist explaining functional aspects of the CommerceCore MOPS platform in video format which will explain to you the various aspects of the operation of the platform.
If you’d like to know how this might help your business better organize its processes or identify opportunities with prospects on lead lists, please contact us today, or schedule a demo so that we can show you firsthand what CommerceCore™ has to offer!
Merchant Operating System (MOPS) refers to a type of software used by Shopify merchants to handle day-to-day online-business operations including warehouse management, multichannel product management, invoicing, payment tracking, order processing, and much more.
The Merchant Operating System also includes corporate performance management software to help with planning, budgeting, forecasting, and reporting.
The MOPS is built on the widely popular open-source ERP Odoo Enterprise Framework. 26000 apps/plugins/modules/extensions are available from an Integrated App Store. We help our customers carefully pick and integrate apps based on their needs through our Professional Services.