Sales Configuration
Configuration
1. Navigate to the SharePoint Page
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Open the SharePoint page where you want to add the web part.
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Click on the Edit Page option.
2. Add the Web Part
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Click on the + (Add a Web Part) button.
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Select the Sales web part and click Add.​​​​​​​​​​​
3. Wait for webpart to complete the setup
​​​​​4. After it loads, Publish the page.
5. It Is ready to use.
6. Navigate to the setting and follow the below steps
7) Numbering PrefixesPurpose:
Define auto-number formats for Opportunities, Quotations, and POs.Steps:
•Go to Settings → Numbering Prefixes.
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•Enter:
•Opportunity Prefix (e.g., OPP)
•Quotation Prefix (e.g., QTN)
•Purchase Order Prefix (e.g., PO)
•Click Save All Changes.Result:
•New records use Prefix-YYYY-#### format (e.g., OPP-2025-0001, QTN-2025-0001, PO-2025-0001).
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Tips:
•Change prefixes only at the start of a period to keep reporting clean.
•Use Revert Changes to undo unsaved edits.
8) Master Data Management
Purpose:
Standardize selectable values across modules
Areas:
•Business
•Business Unit
•Opportunity Status
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Steps:
•Open Settings → Data/Master Data Management.
•Add items for each list (Business, Business Unit, Opportunity Status).
•Edit or Delete items to maintain data hygiene.
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Recommendations:
•Define statuses aligned to reporting: New, In Progress, High Chance, Won, Lost.
•Keep Business/Unit names consistent with corporate structure.
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Impact:
•Fields in Opportunities, Quotes, POs reference this data; dashboards and reports rely on it.
9) Bulk Import (Admin)
Purpose: Rapidly load data from Excel and receive progress feedback.
Supported:
•Opportunities
•Quotations
•Purchase Orders
•Optional attachments via library references
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General steps:
•Prepare Excel files with required columns (IDs/Prefixes will be auto-assigned for new rows if applicable).
•Upload any attachments to /Shared Documents/CommonAttachments.
•Go to Settings → Bulk Import.
•Choose the module, upload Excel, map columns if prompted.
•Start import and monitor progress feedback
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Attachment handling:
•Use the exact filename in the Excel sheet where required.
•Ensure filenames are unique and properly spelled.
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Troubleshooting:
•If import fails for some rows, review error messages, correct Excel data, and re-run.
•Validate required fields: Business/Unit/Status must match Master Data values.
10) Quick Start Checklist
•Numbering Prefixes set and saved.
•Master Data: Business/Units/Statuses created.
•Admin Users configured.
•Bulk Import tested with sample rows.
•Dashboard filters reviewed; reports export tested.