Corporate branding is the use of the company's corporate identity, name, logo and color scheme as a brand in the communication to stakeholders. The aim is a clear, positive association to create a brand name and enlarge the companies recognition. JBA can use the Corporate branding in all its applications. With the ability to fine tune this per company.

Many views in the JBA applications like Quotations, Orders and Invoices can use by default the company styling. For the most customization that suits. Also, it is possible to further fine the layout by using the Joomla! overwrite method. JBA is build with a focus on easy to use and enough flexibility for more complex requirements. For example on the products from invoices you want to rearrange the buttons and how information is presented, you can do that with an overwrite. Or the total values you may want to really stand out, you can do that in the invoice total overwrite.

The only limitation we impose is that buttons and all the data do remain on the page and is correct saved. PDF templates can be overwritten, maybe your company wants a different style for the invoices, we provide the tools for you to do that. Regular updates of the component will not affect customization.

One of the charms of the JBA CRM: with the Joomla Web capabilities you can show Quotation online, by just sending an temporary URL to a customer. To make life of sales and administration simple, good tooling during the sales process is key. For that reason we build a tool that will help the customer to make quotations convert to orders and/or convert them to invoices all by the push of one button. 

Quotations can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email. Secondly a quotation can have included attachment making this the ideal vehicle to send information without the email struggle. As the general description will give you a nice management summary on your Quotation you can now manage all this from within the CRM. Everything managed in one place even after an update. The status function can, in case it is used with TAR(Tasks, Actions and Reminders), help to set reminders and send information to customers.

online proposal quotation

 Below the proces of saving an Quotation for online sharing you see the mail that will popup to infrom the customer.

share quotations online


 

Quotation, Orders and Invoices (QOI) helps to make the sales process simple when using the right tools

To make life of sales and administration simple, good tooling during the sales process and during the invoicing is key. For that reason we build a tool that will help the employee to make quotations convert to orders and/or convert them to invoices all by the push of one button. QOI can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email.

Secondly QOI can have included attachments, making it an ideal vehicle to send extra information with a quotation without any email struggle. As the general description will give you a nice management summary on your Quotation, you can now manage all this from within the CRM. Everything managed in one place even after an update. The status function can, in case it is used with TAR, help to set reminders and send information to customers.
This QOI Tool will help to make QOI and make calculations without mistakes. Quotations can be converted to orders or Invoices by one click of a button. If a quotation is approved by the customer, it will become a read-only document.

Credits 

Credits are a derivative of an invoice. You need an Invoice to create a credit. On an invoice a button 'Credit' can be found. In the invoice listviews credits are marked for easy recognition. Listview filter can be used to manage the invoices and credits.

An example of the Quotation Order Invoice Tool:
qoi tool2017

Status let’s you organize the workflow of Quotations, Orders and Invoices. The system has some predefined statuses, but custom ones can be added. Sales status helps you to keep track in a process like: in which phase of a sale you are, did you send your invoice, was it paid? In the CRM Plus a lot of the process changes are automated. A new item will standard get the status created. Status is a function in CRM but works closely with the powerfull TAR applications in JBA.

Image: adding a new sales status

Add new steps or not

You can add statuses yourself to get a better hold on your business process. Process step describes in CRM ONE the order in which the label is shown, in CRM Plus this can affect automation.


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