Sales

The Sales App in Lumytic manages the complete sales workflow from customer registration and quotation generation to order processing, invoice management, and payment confirmation. It enables seamless communication with clients and simplifies the entire sales cycle.

Name	Action	Audience
Signed Proforma Invoice Memo	This notification is sent when singed file for memo is uploaded	Order owner
New order	This notification is sent when the customer add new order	Customer adviser
Order Confirmation	This notification is sent when the customer confirm order	Order owner
Order Signed Proforma Invoice	This notification is sent when the customer upload signed file	Order owner
Order Signed Proforma Invoice Memo	This notification is sent when the customer upload signed file	Order owner
Order Bank Swift	This notification is sent when the customer upload bank swift	Order owner