Recording a sale and invoice
Providing orders and invoices directly
Orders, invoices, delivery logs can all be automatically imported into REVLOCK via our Sync Integrations.
However, the easiest way to get started (or for those that have small sales volume) is to use the UI to directly enter and track orders. Note, that you just need to provide the sales transaction and invoice data and REVLOCK will handle the rest automatically.
The following video walk through adding a sales order. During the entry you will notice that the product we have added does not have a stand alone selling price. In this case it will prompt you to add the SSP and it will use it when it creates the revenue plan.
In addition to providing the sales order, we video will walk through entering in the billings also.
Once the order and the invoice information has been provided with the SSP the revenue plan is created automatically. You can see the details on the revenue in the revenue plan.
Updated on: 14/10/2020