Sale statuses

Sales can go through various statuses, the statuses can be configured to match your own business workflow.

An example for a mail order company may be:
Quote -> Stock allocated -> Please Ship -> Packed -> Closed:Shipped

An example for a web design company may be:
Quote -> Quote approved -> In progress -> Closed

These stages are all optional, so for example if you were creating sales at a till point they would go straight from Quote to Closed:Other when the sale was completed. A number of sale statuses have been set up as default, you can add extra statuses or amend the names of the existing statuses as you wish.

Remind days

Pearl will display a reminder box on-screen if you haven't updated any sale in a certain number of days, a very useful feature that ensures that you keep on top of important stuff!

When you set up a sale status, choose the number of remind days.

Notification email

When a sale changes status, you can get Pearl to automatically send an email out to someone. Set this email when you edit a sale status.