Registering and Managing Customers

Add customers to the master record and link deals, quotes, and orders to them.

[Steps]

1.Sales → Customers → Add Customer
2.Enter: company name, code, industry, status, billing address, payment terms, owner
3.Save

[Status]

[Transaction history]

View linked deals, quotes, and orders on the customer detail page.

[Bulk import]

Import customers via CSV. See #SETUP-002.

⚠ Customer code numbering rules vary by tenant settings.

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Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Using Quotation Templates

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

Registering and Managing Suppliers

How to register, edit, and review order history for suppliers.

Registering and Managing Vendors

Add external vendors (dispatch, outsourcing, SES) to WorkVell to manage external workforce engagements.

Registering and Managing Work Locations

How to register multiple work locations and assign employees to them.

Creating and Approving Purchase Orders

Create purchase orders for suppliers and route them through the approval workflow before sending.

Registering SDG Initiatives

How to record and report SDG initiatives in WorkVell.

Creating and Distributing Transfer Orders

How to create and distribute transfer order documents in WorkVell.