Deals
You can use the same NV process for used vehicle sales. To access the UV proforma creation form, you can do the same as done for NV: From the DEALS menu ...
Fri, 2 Jun, 2023 at 10:09 AM
The form is made up of several fields, shared across several tabs, that you must fill in as you go. You can navigate through these tabs thanks to the menu. ...
Fri, 2 Jun, 2023 at 10:09 AM
To create a UV sales order, you can follow the same steps as you did for UV proformas. To access the sales order form, you can go: From the DEALS menu F...
Fri, 2 Jun, 2023 at 10:11 AM
You can, at any time, click on SAVE to save your transaction. It will then be visible in the DEALS menu. You can find it and continue/edit your order from t...
Fri, 2 Jun, 2023 at 10:11 AM
FROM THE CONTACTS MENU Find your contact, then in the form’s menu, click on DEALS. You will find the transactions list of your contact, including the sales...
Fri, 2 Jun, 2023 at 10:11 AM
If your sales order has not been finalised, but only saved, it is editable. To do this, choose the transaction at the end of the line in the Actions scrolli...
Fri, 2 Jun, 2023 at 10:11 AM
Note: To implement this feature, you must first contact our support team. For small amounts, you can simplify the billing process by: - Invoice by defaul...
Fri, 2 Jun, 2023 at 10:11 AM
IZIFLO is connected to YouSign, a certified and secure electronic signature system which generates a legally valid signature certificate (if this functional...
Fri, 2 Jun, 2023 at 10:10 AM
To access the DocuSign interface, click on the badges in the ‘E-Signature’ column (make sure the column has been activated) Note: access to the ele...
Fri, 2 Jun, 2023 at 10:10 AM
Once you click on ‘Send signature request to the buyer’, confirm the email address, the subject and then the message that will be sent to the client. ...
Fri, 2 Jun, 2023 at 10:09 AM