Getting started with Sales

You must first connect to Mamut Online Desktop in order to access the Sales work area. Read more about connecting to Mamut Online Desktop here.

The Mamut Online Desktop Sales work area is closely integrated with the Mamut Business Software Sales module. In order to adjust the work area to suit your company's needs, please make sure that your company settings in Mamut Business Software are correct. You can also adjust the work area to suit your personal work-flow via the User Settings for Sales in Mamut Online Desktop. After you have made these adjustments you will be able to take maximum advantage of the Sales work area.

Settings in Mamut Business Software

The company settings for Sales and Invoicing in Mamut Business Software apply also to your Sales work area in Mamut Online Desktop. You can adjust these company settings via View - Settings - Company - Settings per Module in Mamut Business Software. Click Product or Sales and Invoicing. You will find detailed information about these settings here and here.

Through Mamut Business Software you can define values for the drop-down lists in the Sales card. You can add, edit and delete these values through the Properties Register by clicking View - Settings - Company - Properties Register in Mamut Business Software. Read more about the Properties Register here.

Note! The online sales functionality presumes that you have registered products and customers before you start registering quotations/sales orders, and products must be registered in the product register in Mamut Business Software (View- Product - Product Register). Customers can be registered in both in Mamut Business Software and in Mamut Online Desktop.

Settings in Mamut Online Desktop

Administer user access

The Super user invites other users to Mamut Online Desktop. Read more about inviting users here.

Furthermore, the super user defines which sales functionality the user(s) can access. The different access rights can be configured in the administration window for user access, which can be found under Settings - Account Administration - User Administration. Possible access rights for Custom access in the Sales work area are: View own sales orders, Change own sales orders, View all sales orders and Change all sales orders.
Read more about the Access administration here.

User settings

After the super user has defined the user access, a user can log into Mamut Online Desktop as described above. Here users can go to Settings - User Settings - Quotation/Sales order in order to choose which information and check boxes they wish to display in the sales work area. One of the reasons for defining the user settings could be to avoid displaying sensitive information about your company's revenue and margins. This might be relevant if you are visiting a customer and wish to create new quotations/sales orders.

You will find a detailed description of the user settings here.