Please complete your account setup before doing anything else.
Tab
And that’s it! You can always come back and edit your account settings if needed.
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The Sales and Stock tabs can be dropped down by clicking on them to show all the Sales and Stock related aspects you are managing.
This information becomes very beneficial to the management of any organisation to measure and keep track of daily activities and performances.
It is a real-time summary with insights into all current activities within the organisation, giving you, a 360-degree view of your business.
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Simply download the list template into your download folder in your system software. Open the template file in your preferred application. We recommend Microsoft Excel or Numbers for Mac users. Use it as reference to add your customers, products or suppliers.
Once you have completed the template, you can easily upload it, using the upload function. Your lists are now ready to use.
List Template
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The stock process consists of 2 sides, one being the purchase side and the other the sales side. Products must be purchased from a supplier and paid for, before they can be delivered to you and then sold to your customer. This is known as the procure-to-pay function of StreamBean360.
to
Pay
Items
Please remember Purchase Orders must be approved by the admin or approver.
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Approvals
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In StreamBean360, anyone on your team, can create an opportunity and allocate it to a sales team member with actions required and due date. This Lead can be followed up and actioned by the sales team member and hopefully will result in the creation of a formal quotation for the customer.
Never let a lead slip through your fingers again!
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With StreamBean360, you can create a quote by selecting the customer, customer division and contact person from an easy-to-use dropdown list, ensuring the correct person receives the quote.
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The Help Me button can be found at the bottom right corner of your screen. When clicked, a support desk will appear with a keyword search function, showing articles that can assist and guide you while navigating and using StreamBean360.
Me
Call
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Enjoy taking your business beyond ordinary!
Are you ready to start?