Products 101: The Complete Guide

Follow

Products > [+] button

• On the Product card, fill in the name, reference, state (current or archived), and complete description of the product
• Provide the type (one-time or subscription frequency) and the price of the product in the Additional information section
• Click on the "Save" button or press the "Enter" key on your keyboard

Creating the opportunity

CRM > Contact card > Opportunities tab

1. Make sure you have created your Product card from the Products module (if not, please refer to the previous chapter on Creating a Product)
2. Go to the CRM contact card concerned by the opportunity, navigate to the Opportunities tab, and click on the "Create an opportunity" button

Qualifying the opportunity

Opportunities > Opportunity card > Information tab

We recommend you to, first and foremost, fill in the:

• Type
• Name
• State
• Description
• Make sure to provide all useful information related to the identified opportunity (state, origin, duration, expected turnover, etc.)
• Schedule a "Reminder" action to ensure proper follow-up of the opportunity (cf. Managing your actions and reminders) 

Opportunities > Opportunities card > Positionings tab

Now position your product on your sales opportunity. 

By clicking on the "Create a positioning" button, a pop-up window appears.

It allows you to assign the product to your opportunity. All that's left for you to do is select the desired product and add it to your positioning. 

Opportunities > Opportunities card > Information tab

Simply modify the state of your opportunity and change it to "Won."

Qualifying the project's general information

Projects > Project card > Information tab

• Provide the project reference  
• If required, add necessary documents as attachments 

Qualifying the Product card(s) in the project

If this is the sale of an individual product

Projects > Project card > Deliveries tab > Delivery card 

1. Provide the sales date
2. Enter the unit sale price
3. Specify the quantity sold
4. If needed, you can add a title to this delivery 

If this is the sale of a product with a subscription 

Projects > Project > Deliveries tab > Delivery tab

1. Specify the subscription dates and save; the tool will suggest a quantity to be billed based on the specified period and type of subscription of the product sold. If this product is originally categorized as sold "monthly", the tool will suggest 12 as the quantity.
2. Enter the unit sale price 
3. Specify the number of months/quarters/semesters/years sold
4. If needed, you can add a title to this delivery 

To generate invoices on BoondManager, it is necessary to first create the client's order, which will allow you to prepare/automate the generation of your invoices. The order is, in a way, the "digital contract" on BoondManager.

Creating an order

Projects > Project card > Deliveries tab

After qualifying your sales project:

• Select the delivery(ies) that you want to associate with your order
• Click on "Create order" 

Qualifying the order

Projects > Project card > Billing tab

• Fill in the order number, either the order number transmitted by your client or your internal reference if the client does not provide an order reference
• IMPORTANT: "Order Turnover" (i.e., the amount of the order). By default, the tool will take the signed turnover provided on the Delivery cards correlated to the order. It is important to fill in this field accurately to obtain a billing delta between the order and what you have invoiced.
• Check or uncheck the "Receipt of client agreement" box to indicate that you have received the official document formalizing the client's agreement. From the Billing module > Orders view, you will be able to have a quick view on which orders received their related client's agreement.
• Verify the payment terms
• Check the billing details. If no billing address is suggested in the "Billing methods" section, it means that you have not provided a billing address on the company card of the concerned client (cf. Displaying your client's address on invoices).
• IMPORTANT: : "Billing type" : Schedule or Monthly. By default, the tool will suggest to select:
  • "Schedule" for the sale of an individual product and on annual, semi-annual, and quarterly subscriptions. With this billing type, you must define the different billing schedules (date, title, and amount).
  • "Monthly" for the sale of a product on a monthly subscription. With this billing type, the tool will suggest to create invoices for each of the months of the subscription period. => It is possible to manually change the "billing type."

Once the order is saved, you can attach documents that are useful to attach, for example, the signed order.