Sales staff
For staff who quote, invoice and follow up customers.
Quote, invoice and follow up every customer, keep their accounts healthy, and send them your catalogue.
Home and finding your way around
Sign in with your PIN, read the Home screen, move between workspaces and tabs, jump anywhere with Ctrl+K, and lock the till when you step away.
1:08 video, steps and a quick check
Customers and credit
See who owes you, check a customer's credit limit and balance, and receive a payment that Kade applies to the oldest documents first.
1:15 video, steps and a quick check
Quotations and invoices
Build a quotation with F4, mark it as sent, convert it to an invoice, and issue it with payment while Kade watches the customer's credit limit.
1:22 video, steps and a quick check
Price lists for trade customers
Set up a price list at a percentage off retail or with fixed item prices, give it to a customer, and know which price Kade will charge.
5:00 video, steps and a quick check
Catalogues
Choose categories and a price list, check the preview, and publish a numbered catalogue with prices and stock badges.
1:09 video, steps and a quick check
Enquiries and follow-ups
Use the enquiry board to record what a customer wants, log the call, and set a follow-up so nobody forgets to call back.
1:29 video, steps and a quick check
Messaging, consent and segments
Set up email, SMS and WhatsApp, record each customer's marketing consent, build a customer segment, and send a catalogue from Kade.
About 6 minutes to read, with a quick check