Registering and Managing Customers

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

Register reusable item sets as quotation templates to speed up quote creation.

Reading and Using the Revenue Forecast Report

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

Using the Sales Pipeline and Deal Management

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

Registering and Managing Vendors

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

Registering and Managing Suppliers

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

Creating and Approving Purchase Orders

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

Registering and Managing Work Locations

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

Registering SDG Initiatives

How to record and report SDG initiatives in WorkVell.