Sales

If you require multiple currencies in your data management, such as a product or service may be priced with different currencies for global businesses, here are the different ways to customize it on your Ragic sheets.

If you have trouble dealing with difficult and demanding customers, having a "Customer Blacklist" will prevent you from being in such unpleasant situations. This article will offer you two methods for designing a blacklist in Ragic, allowing the system to automatically display warnings or block saves when you enter orders or quotes.

Learn how Ragic's built-in CRM template helps you manage and automate the process of finding new leads to establishing contracts!

With Ragic's Sales Order Management template, effectively manage data of your accounts, product (pricing), and sales orders. The linking relationship between sheets has been designed so that you can choose the account and products (pricing) directly when creating a sales order. In the database, you can not only filter and confirm the status of the orders at any time but also convert sales orders into delivery notes directly to save the time wasted on manually entering.