Configure Leads Generation

by with No Comment BlogIntegrations

Let’s understand how to connect Google Lead Forms with Zhyalr CRM, configure webhooks, and verify data flow.

Getting Started- Connect Google to Zhylar CRM

  • Log in to Zhylar CRM.
  • Go to Configuration.
  • Navigate to Lead generation.
  • Select Google/Facebook and click Connect.
  • Choose the Google/Facebook account you want to link.
  • Click Continue through the consent screens.

What access does Zhylar have to this data?

Zhylar.com has the following access to your Google ads account:

  1. See, edit, create and delete your Google Ads accounts and data
    • This app wants permission to do anything that you can do on your Google Ads account, including:
    • See your performance data
    • Create, edit or delete your campaigns, ad groups and ads
    • Create, edit or delete your bidding targeting and scheduling settings
    • Set and change your budgets
    • See, apply and dismiss your recommendations
    • Edit your billing settings
    • There may be sensitive information in your accounts, such as financial
      information or performance metrics.
    • If your Google Account’s access is limited to read-only access, email-only access or any other restriction, then this app’s access will be limited in the same way. For example, if you only have read-only access to the account, then this app will be able to pull reports but not make changes to the account.
    • Over time, the app’s ability to access this account will follow that of your Google
      Account. So if your access to the account is revoked, then this app won’t be able
      to access it either.
  2. See your personal info, including any personal info you’ve made publicly available
    –
    • This app wants permission to:
    • See your full name
    • See your profile picture
    • See your gender
    • See your preferred languages
    • See any other information that you’ve made publicly available
  3. See your primary Google Account email address
    • This app wants permission to:
    • See the primary email address associated with your Google Account
  4. Associate you with your personal info on Google
    • This app wants permission to:
    • Know who you are on Google and associate you with the personal info you have
      made public “

Generate webhook details

  • After successful connection, copy the Webhook URL shown on the Zhylar screen.
  • Paste this webhook URL into your Google Ads Lead Form settings.
  • Copy the API key / secret key provided by Zhylar.

Send test data from Google

  • In Google Ads, use the Send test data option for the connected lead form.
  • Submit a test lead to trigger the webhook.

Step 4: Verify data in Zhylar CRM

  1. Return to your Zhylar screen.
  2. Open the Leads section.
  3. Confirm that the test lead has been received.
  4. Verify that all relevant fields (name, email, phone, campaign details, etc.) are populated correctly.

For a demo of the entire process, please watch the video below:

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Web Forms

Leads

Import Leads

Lead Pipelines

Why You Need Zhylar — Your Sales Assistant from Prospect to Payment 

by with No Comment BlogCPQ/SalesCRMGetting Started

In every growing business, sales teams often face the same challenges. They deal with scattered leads and disconnected systems. Missed follow-ups and endless manual work are also common issues. As business expands, so does the chaos – this is where Zhylar steps in– a powerful sales enablement CRM that unifies your entire sales process making it easier, faster, and smarter to move from prospect to payment. 

Zhylar isn’t just another CRM, it’s your team’s sales assistant:

  • It helps you streamline operations.
  • It enhances collaboration.
  • It allows you to close deals efficiently.

All of this is done from one centralized workspace. Whether you’re a business owner tracking business growth, a manager who is monitoring team performance, or you’re a Sales Rep chasing targets; Zhylar caters to all your needs. It is built to make every part of your sales journey smoother. 

Lead management  

Capture, organize, and convert 

Leads often come from multiple sources — websites, webforms, campaigns, cold calls and emails. Zhylar automatically captures and organizes these leads in one place. No more juggling spreadsheets or digging through emails. Assign leads to your team, track progress, and nurture relationships until they convert into paying customers. 

Also see: Learn more about how to capture Leads with webforms on Zhylar

Deal management 

Stay in control of every opportunity 

Once a lead becomes qualified, Zhylar helps you convert it into a Deal with complete visibility of its journey. Using the Deal Pipeline, you can track where each opportunity stands — from New to Closed Won. Add deal values, expected close dates, and related contacts, and Zhylar ensures nothing falls through the cracks. This structured view keeps your team focused and helps you close deals faster. 

Activity and communication tracking  

All updates on your fingertips 

Zhylar takes the stress out of task management. Create, assign, and monitor follow-ups, calls, and meetings directly linked to your deals. With Email Integration, every conversation is stored within the CRM, giving you a 360° view of client communication. That means no missed follow-ups, no scattered messages — just smooth, organized workflows. 

Quote and Invoice management  

Handle documentation with ease 

Customer needs evolve, and Zhylar evolves with them. Create and revise quotes quickly, maintaining clear version control. When deals close, generate invoices instantly in your preferred currency. Keep track of payments all in one place. From quote generation to payment collection, Zhylar ensures a hassle-free experience. 

Analytics and dashboards  

Turn data into decisions 

With Zhylar’s interactive dashboard, you can monitor KPIs, team performance, and deal with conversions in real time. Deep reports help you identify what’s working. They show where improvements are needed enabling faster, data-driven decisions that fuel revenue growth. 

Zhylar offers everything your business needs. It manages the complete sales lifecycle from the first lead to the final payment. It removes inefficiencies, improves visibility, and helps teams work smarter. 

 If you’re ready to transform your sales operations, take action now. Accelerate revenue growth by signing up for free on Zhylar today. Let your sales take flight. 

Also Read

Zhylar CRM: Enhance Customer Relationships and Sales

Data Sharing

by with No Comment BlogConfigurationGeneral Settings

What is Data Sharing?

In Zhylar CRM, data sharing means sharing records you own with another user. This allows users who cannot access those records to collaborate. It governs how records are shared between users within the organization. These records could be from leads, accounts, or deals module. It helps teams collaborate by sharing records with each other.

Data sharing is applicable at organization level and is applied at module level. This means that data can be shared with all users of the organization, or with none at all. The organization admin decides this for specific modules. (Example: If data sharing is public read for leads, then all records within the leads module are visible to all organization users. This is only applicable to leads).

When data sharing is turned ON:

  • Other users can see records they don’t own.
  • Depending on sharing settings, they can also edit, update, or delete those records.
  • Teams can collaborate easily without waiting for the record owner.

Zhylar uses a top-down role structure. This means your data access depends on where you stand in the company hierarchy.

Default role assignment

  • The first user in Zhylar is the Org Admin– This is the business owner. By default, this role is named CEO.
  • All other roles are created under the CEO in a tree-like structure.
  • Role names can be changed to match your company (e.g., Manager, Sales Lead, Marketing Executive).
  • CEO (Org Admin – Root Level)

Role-level permission settings

Cross Role :- People with different role with same reporting role (example both COO & CFO reporting to CEO, so CFO & COO are cross roles)

Peers:- People in same role are called peers (Example Sales intern role has 4 individuals in it so they are peers to each other)

This determines the type of data access granted to the role (even when Data Sharing is turned off).

Data visibility for cross role

  • What it does: Lets people at the same level see each other’s data.
  • Example use cases:
    • Sales Reps can see each other’s deals and leads.
    • Marketing Coordinators can check campaigns of peers.
    • Managers can view work of other managers at the same level.
  • Access type: Read-only (can see but not edit).

Data sharing for peers

  • What it does: Lets people at the same level work together on each other’s data.
  • Example use cases:
    • Sales Reps can hand off accounts to each other.
    • Two Reps can manage deals together.
    • SDRs can share lead nurturing.
    • Managers can work together on projects.
  • Access type: Full access (create, edit, update, delete based on settings).

Data sharing configuration

Data Sharing controls how records (Leads, Deals, Accounts, Contacts, Quotes, Invoices, Cases) are shared.

Below are permission available in data sharing

  1. Private
  2. Public Read
  3. Public (Read + Write)
  4. Public (Read + Write + Delete)

Private access

  • Only the record owner has full rights (create, read, update, delete).
  • Others cannot see it unless sharing is given.
  • Example use cases:
    • Sensitive client info.
    • Territory-based leads.
    • Commission-based deals.
    • Compliance rules.

Public access

  • Everyone in the company can see and sometimes edit the records.
  • Different permission levels:
    • READ: Everyone can view records.
    • READ + WRITE: Everyone can view + edit data.
    • READ + WRITE + DELTE: Everyone can view, add, and delete data.

Examples:

  • Public (READ): All leads are visible to all organization user for market research.
  • Public (READ + WRITE): All leads are visible to all organization user with Edit access for market research.
  • Public (READ + WRITE + UPDATE): All leads are visible to all organization user with Edit / Delete access.

Data Sharing Example

Example: Traditional Sales Organization

Hierarchy:

  • CEO
    → VP Sales
    → Sales Manager
    → Enterprise Sales Rep
    → Mid-Market Sales Rep

Role settings:

  • Enterprise & Mid-Market Sales Reps:
    • Can see data of other roles (If Cross Role = ON).
    • Cannot share their own data with same-level peers (If Peer Sharing = OFF).
  • Managers (Business owners, VP, Sales Manager):
    • Can see across roles (If Cross Role = ON).
    • Can share with peers at the same level (If Peer Sharing = ON).

Data sharing rules:

  • Leads → Private → Each rep keeps their own leads.
  • Opportunities (deals) → Public (READ + WRITE) → Teams can work together on deals.
  • Accounts → Public (READ) → Everyone can see accounts to get market knowledge.

Important points to remember

  • Data sharing rules are applicable across the entire organizational structure.
  • Changing role hierarchy instantly changes who can see what.
  • Changing data sharing rules affects both old and new records.
  • If you move a user to a new role, their access changes automatically.
  • Bulk uploads follow the current sharing rules.
  • Data Sharing rules supersede all other permissions.
  • A user without access to a particular module will not be impacted by data sharing changes. For example, if User A does not have access to the Leads module, turning data sharing on across the organization will not affect them at all.

Zhylar makes it easy to balance privacy (when you need control) and collaboration (when you need teamwork).

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

User Management

Search and Filter

by with No Comment BlogGetting Started

The Search and Filter feature in Zhylar helps users quickly find the exact information they need. It eliminates the need to scroll through endless records. With global search, you can look up leads, deals, customers, or items in seconds. Filters allow you to narrow results by conditions like deal stage, lead source, industry, date, or owner.

This saves time, reduces errors, and ensures sales teams always focus on the most relevant records. For example, a manager can filter leads generated “this month” or leads by “owner.” Adding more than one filter helps you quickly narrow down to the exact records you need without wasting time.

Use Cases

  • Find hot leads – A sales rep filters leads marked “High Priority” created in the last 7 days.
  • Check pending invoices – The finance team searches for invoices that are still pending or overdue.
  • See campaign results – A marketing manager filters leads from an email campaign to check how many converted.

Getting Started

  • Log in to Zhylar
  • The Filter option is available in the following modules:
    • Leads
    • Deals
    • Quotes
    • Sales Orders
    • Invoices
    • Companies
    • Items
    • Tasks (Under Activities)

For each module, you can find the Filter button on the top right-hand corner of the page.

The Filters differ from module to module based on the module itself.

Leads

  • From the left-hand navigation panel, click on Leads.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Deals

  • From the left-hand navigation panel, click on Deals.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Quotes

  1. From the left-hand navigation panel, click on Quotes.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Sales Order

  • From the left-hand navigation panel, click on Sales Order.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Invoices

  • From the left-hand navigation panel, click on Invoices.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Companies

  • From the left-hand navigation panel, click on Companies.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and all the results will show again.

Items

  • From the left-hand navigation panel, click on Items.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and all the results will show again.

Activities > Tasks

  • From the left-hand navigation panel, click on Activities
  • Go to Tasks.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and all the results will show again.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

User Management

Currencies

Reporting

by with No Comment AnalyticsBlog

Reporting in Zhylar gives users clear insights into sales, leads, and team performance. It helps track progress, identify gaps, and make better decisions, ensuring smarter strategies and stronger business growth. Reporting is important because it helps in:

  • Data-driven decisions – Turn raw sales and customer data into actionable insights to guide strategy.
  • Performance tracking – Monitor team productivity, lead conversion, and deal progress in real-time.
  • Identify opportunities & risks – Spot sales trends, bottlenecks, and revenue leaks early to take corrective action.

Getting Started

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Reporting
  • A new page will load.
  • Here, you can check a list of all the modules for which reports can be run.

Run a Report

  • Click open a module for which you want to Run Report.
  • E.g.,- Outstanding > Receivables
  • A new page will open.
  • Pick a date by clicking on the small calendar icon beside “As of” box.
  • A calendar will open.
  • Select the date up until which you want to check the data through the report.
  • Click Run Report
  • You will get results in real time.

Download Report

  • To download your report, click on the green download icon.
  • Your download will begin automatically.

This exact procedure must be followed for every section in the Module section.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

User Management

Document Series

Quote

Sales Order

Customer Portal

by with No Comment BlogGetting Started

The Zhylar Customer Portal gives your clients a secure space to track their interactions with your business. Customers can view quotes, invoices, orders, and other shared records anytime without needing back-and-forth emails. This reduces manual follow-ups. It builds transparency and improves trust. This lets your team focus on closing deals instead of handling routine queries.

The Customer Portal helps Zhylar users save time by letting customers access quotes, invoices, and updates directly. It improves transparency, builds trust, and makes collaboration smoother, leading to faster deal closures.

Getting Started

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Companies
  • A list of companies will open.
  • Click open the company whose user(s) you want to invite to Zhylar’s customer portal.

Inviting Customers

  • Click open the company whose users you want to invite to the customer portal.
  • Click on Invite Customers
  • Select the users you want to invite by ticking the check box.
  • Click Send Invite
  • If the user you want to invite is not yet added, go to the contacts tab and add user first.

The user will receive an invite email.

  • Once the user accepts invite, they will be asked to reset their password.
  • With their new password and email ID, user can log into the customer portal.
  • Once password is reset, log in to the portal.
  • Here, customers can check:
    • Quotes
    • Sales Orders
    • Invoices
    • Statement of accounts

Once, a customer has been invited, you can simply share the customer portal link with them for future use.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

User Management

Currencies

Document Templates

by with No Comment BlogConfigurationCustomization

What are document templates?

Document Templates in Zhylar offer pre-designed formats ensuring consistency, saving time, reducing errors, and creating professional documents.

Three default templates are provided for the following modules-

  1. Quotes- Outline proposed pricing/term + Speed up quote-to-invoice process
  2. Sales Order- Confirm purchase details + Streamline order management
  3. Invoice- Detail billing information + Track payments efficiently

Getting Started

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Configuration
  • Under Customization tab, select Document Template
  • You will automatically land on the Quotes tab.
  • Navigate to the tab required.
  • Few system templates available per module.
  • One template will be marked as default denoted by a white star in a purple circle.

Create New Template

  • Click ” + New Template”
  • One pre-loaded templates will open for you.
  • If required, from the Default Template layout field, choose another template and begin.
  • Once template will be marked as a default template. This is the template that will be auto-applied to the document unless changed. This is indicated by a white star in a purple circle.
  • Customization in the following sections:
    • Template Details- basic layout of the document and major customizations in font, alignment, theme, etc.
    • Organization Details- Details of the seller’s organization
    • Customer Details- enter customer’s details
    • Document Details- enter data to be added on the document
    • Table Details- Information about the item and related details
    • Summary Details- Includes final payment details such as discount, T&C, shipping details etc.

Template Properties

  • This is the blueprint of the document.
  • The template name is a mandatory field to be filled.
  • Add/edit basic details of the template; name, layout, etc.

Template Design

  • Major stylistic customizations made in this section, such as font, font size, title color, etc.
  • All changes in this section are optional.

Template Information- Mandatory and Optional Fields

  • Template Information section covers the major information to be added to the document.
  • Mandatory fields carry basic data that must be provided on the document. They are:
    • Due Date
    • Quote/SO/Invoice Date
    • TRN (Transaction Reference Number)
    • Short-Code
  • Optional Fields
    • Other fields in this section are optional- Donated by a check box beside the field.
    • If checkbox is ticked, information must be provided for that field.
    • If checkbox is not ticked, that section will be removed from document.
  • Make adjustments and customizations.
  • After making changes, click “Refresh” if you want to preview
  • Click “Save” to confirm
  • Rename the template before you save. Or you will receive an error message.
  • This is because a pre-loaded template is used each time you click +New Template to begin customization.

Manage Templates

Mark as default

  • Click ⋮ 3 dots
  • Select Set as Default

Update Template

  • Click ⋮ 3 dots
  • Select Update
  • Make changes
  • Click Save

Please note

  1. All templates share same creation/management workflow.
  2. Custom templates created by users can be set as default.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Document Series

Quote

Sales Order

Invoice

by with No Comment BlogCPQ/Sales

Invoices are official documents generated after a sale is completed, detailing the products or services delivered along with payment terms. They help businesses track receivables, manage cash flow, and maintain financial accuracy. With Zhylar, invoices can be created directly from deals or sales orders. This ensures a seamless transition from closing a deal to collecting payment. Everything operates within one centralised system.

Invoice List View 

View All Invoices

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Invoice
  • Here, a list of all the invoices added to the system will appear.

Getting Started

Add New Invoice

An Invoice can be added to the system in several ways.

Invoice Module

  • Click + New Invoice
  • A new page will open.
  • Fill out the required details.
    • Company: Select or add a company to whom this invoice is being sent
    • Contact: Add contact from that company
    • Owner: Owner is the person who created the document or to whom it is assigned
    • Invoice Date: Date on which invoice was created.
    • Payment Terms: Select or add payment terms
    • Due Date: Due date for payment
    • Subject: Optional field
    • Exchange Rate: Based on company selection, the exchange rate will be populated automatically. You can also manually adjust the exchange rate at the document level itself.
    • Invoice Items: Add items to the invoice with a single click.
    • Modify quantity and unit price
      • Zhylar supports the primary and secondary UOM concept. You can specify quantity in any of the primary or secondary UOM. Additionally, unit price can be specified in any of the primary or secondary UOM.
  • Discount: This field is visible only if line discounts are enabled for your organization. You can specify the discount either as a percentage or as a fixed amount.
  • Tax Rate: The tax will be preloaded based on the item selected. It is defined during the creation of the item. You still have the option to change the tax that is applied to the selected item.
  • Amount: Amount will be calculated based on Quantity * Unit Price – Discount
  • Terms & Conditions: T&C can be selected from the defined T&C templates or can be typed manually as per your need.
  • Notes: Any notes about the document to displayed to customer.
  • File Upload: This is to upload related files along with documents.
  • Save as Draft (edit later)
  • Save & Send (send immediately)

Shortcut (Header)

A new invoice can also be added by clicking the + sign next to the profile. All following steps remain the same.

Companies Module

  • From the Companies module, click open the company to whom you want to send an Invoice.
  • Go to Invoice tab.
  • Select +New Invoice

From Deal

An Invoice can also be created from a Deal.

  • Go to Deals module.
  • Click open the Deal for which you want to make an Invoice.
  • Go to View Deal.
  • Click Create.
  • Select Create Invoice.

Update Invoice

  • Click on the ⋮ 3 dots
  • Select Update (or View)
  • Make changes
  • Save (draft) or Save & Send
  • An Invoice can be updated at any stage except if it is marked as Cancelled.

Delete Invoice

  • Meaning: Permanent removal, irreversible
  • Steps:
    • Click Delete (document can be deleted at any time)
  • Confirm deletion prompt.
  • If invoice is linked with other modules, all interlinking will be deleted as well.
  • An Invoice against which some payment has been made, e.g., partially paid, cannot be deleted.

Clone Invoice 

To clone an existing Invoice,  

  • Click on the 3 dots at the end of the Invoice you want to clone.   
  • Click on Clone.
  • Your Invoice will be cloned immediately and automatically. 

Print/Download Invoice 

To download/print an Invoice,  

  • Open the Invoice you want to print/download.  
  • Click on the 3 dots on the right-hand side.   
  • Click on “Print” or “Download” depending on what you want to do.  
  • Your download will begin automatically.  
  • If you want to print, you can give the command. 

 Invoice Lifecycle (Stages & Actions)

An Invoice lifecycle refers to the complete journey of an invoice—from creation to closure. It starts in the Draft stage, moves to sent and progresses through Unpaid, Partial, Overdue, or Paid stages. Each stage reflects the invoice’s status and helps monitor payments and follow-ups efficiently.

Let us learn more in detail about the invoice life cycle in the Zhylar system.

Draft Stage

  • An invoice has been created in your Zhylar system. It is not yet sent to the customer.
  • Available actions:
    • View: View the details of the document.
    • Update: Make changes to an existing invoice if required.
    • Clone: Make a copy of the deal that you can edit for further use.
    • Download: Download a copy of the invoice to your device in PDF format.
    • Delete: The invoice document is deleted from the system.
    • Mark as Sent: Sends the invoice to the customer, moving it to the next status.

Sent

  • Invoice has been sent to the customer. (Awaiting response)
  • Available actions:
    • View: View the details of the document.
    • Update: Make changes to an existing invoice if required.
    • Clone: Make a copy of the deal that you can edit for further use.
    • Download: Download a copy of the invoice to your device in PDF format.
    • Delete: The invoice document is deleted from the system.
    • Mark as Rejected: The client has rejected this invoice.

Cancelled

This invoice has been withdrawn internally. Invoice Cancellations are allowed after sending but before payment. A paid invoice cannot be cancelled.

  • Available actions:
    • View: View the details of the document.
    • Clone: Make a copy of the deal that you can edit for further use.
    • Download: Download a copy of the invoice to your device in PDF format.
    • Delete: The invoice document is deleted from the system.

Payment status

An invoice’s payment status indicates whether the full invoice amount has been paid, partially paid, or remains unpaid.

Partially Paid

  • Only a part of the total transaction amount has been paid.
  • Available actions:
    • View: View the details of the document.
    • Update: Make changes to an existing invoice if required.
    • Clone: Make a copy of the deal that you can edit for further use.
    • Download: Download a copy of the invoice to your device in PDF format.

Paid

  • The complete payment for the order has been processed.

Overdue

The due date for clearing the payment has been missed.

Invoice Details

When you click open any invoice, you will be provided with a wholistic inside-out-view of the invoice in your system. This includes:

  1. PDF view– Final invoice layout
  2. Activities: Add/Track activities like calls and meetings for this transaction
  3. Notes– Make/Update notes
  4. Emails– Show email history in reference to this invoice.
  5. Items– All items added to this invoice.
  6. Documents– SO/Invoice created from this invoice.
  7. Files– Check files attached to this invoice.
  8. History– Track creation/update history

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

User Management

Currencies

Roles and Data Sharing

Sales Order

by with No Comment BlogCPQ/Sales

Sales orders are records created when a customer commits to a purchase. They outline product details, quantities, prices, and delivery timelines, helping teams track and manage fulfillment. Sales orders streamline the transition from sales to delivery, ensuring accuracy, efficient processing, and clear communication with customers. 

Let us learn more in detail about the sales order lifecycle in the Zhylar system.

Getting Started

Sales Order List View

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Sales Order
  • Check the list of Sales Orders in the system

Add New SO

A Sales Order can be added to the system in several ways.

Sales Order Module

  • Click + New Sales Order
  • A new page will open.
  • Fill out the required details.
    • Company: Select or add a company to whom this Sales Order is being sent
    • Contact: Add contact from that company
    • Owner: Owner is the person who created the document or to whom it is assigned
    • Sales Order Date: Date on which invoice was created.
    • Payment Terms: Select or add payment terms
    • Due Date: Due date to confirm sales order
    • Subject: Optional field
    • Exchange Rate: Based on company selection, the exchange rate will be populated automatically. You can also manually adjust the exchange rate at the document level itself.
    • Sales Order Items: Add items to the Sales Order with a single click.
    • Modify quantity and unit price
      • Zhylar supports the primary & secondary UOM concept. You can specify quantity in any of the primary or secondary UOM. You can also set the unit price in any of these UOM.
  • Discount: This field is visible only if line discounts are enabled for your organization. You can specify the discount either as a percentage or as a fixed amount.
  • Tax Rate: The tax will be preloaded based on the item selected. It is defined during the creation of the item. However, you still have the option to change the tax that is applied to the item selected.
    • Amount: Amount will be calculated based on Quantity * Unit Price – Discount
    • Terms & Conditions: T&C can be selected from the defined T&C templates. Alternatively, they can be typed manually as per your need.
    • Notes: Any notes about the document to displayed to customer.
    • File Upload: This is to upload related files along with documents.
    • Save as Draft (edit later)
    • Save & Send (send immediately)

    Shortcut (Header)

    A new SO can also be added by clicking the + sign next to the profile. All following steps remain the same.

    Companies Module

    • From the Companies module, click open the company to whom you want to send an SO.
    • Go to SO tab.
    • Select +Sales Order

    From Deal

    A Sales Order can also be created from a Deal.

    • Select Create SO.
    • Go to Deals module.
    • Click open the Deal for which you want to make a SO.
    • Go to View Deal.
    • Click Create.

    The same process is applicable for creating Sales Orders from Quotes as well.

    Sales Order Lifecycle

    Draft

    Initial stage of the order- The sales order is created but not yet sent to the customer.

    • Available actions:
      • View: View the details of the document.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Mark as Sent: Sends the sales order to the customer, moving it to the next status.
      • Delete: If the SO is no longer needed, it can be deleted.

    Sent

    Indicates the order has been shared with the customer for review.

    • Available actions:
      • View: View the details of the document.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Mark as Sent: Sends the sales order to the customer, moving it to the next status.
      • Delete: If the SO is no longer needed, it can be deleted.
      • Mark as confirmed: The customer has confirmed the order.
      • Mark as rejected: The customer has rejected the order.
      • Mark as canceled: The sales order has been withdrawn (internally)

    Confirmed

    • Order is accepted and ready for invoicing
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Mark as Sent: Sends the sales order to the customer, moving it to the next status.
      • Delete: If the SO is no longer needed, it can be deleted.
      • Mark as rejected: The customer has rejected the order.
      • Mark as canceled: The sales order has been withdrawn (internally)

    Invoiced

    • An invoice has been generated from this particular sales order. Now, the sales order cannot be canceled or rejected.
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Delete: If the SO is no longer needed, it can be deleted.

    Rejected

    • The sales order has been rejected. Now, the status cannot be changed in any way.
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Delete: If the SO is no longer needed, it can be deleted.

    Canceled

    • The order has been canceled or withdrawn internally.
    • Available actions:
      • View: View the details of the document. You can also directly create an invoice from this sales order while viewing the details.
      • Update: Update details of an existing sales order.
      • Clone: Make a copy of the deal that you can edit for further use.
      • Download: Download a copy of the sales order to your device in PDF format.
      • Delete: If the SO is no longer needed, it can be deleted.

    Delete

    The document was deleted.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Quote Revision

    by with No Comment BlogCPQ/Sales

    Quote revision lets you update or modify an existing quote when customer requirements change. You don’t need to start from scratch. You can duplicate the original quote and adjust it. This keeps track of all versions in one place. This ensures transparency, faster negotiations, and makes it easier to finalise and convert the approved quote into a sales order.

    In the Zhylar system, please note:

    • Only a quote in sent stage can be revised.
    • Open Sent quote
    • Click Create Revision
    • Make changes
    • Update Quote (save draft)
    • Save & Send (resend)
    • Revised versions will be denoted by R# following the document series code.
    • E.g., quote document with ID QT-0007 is revised thrice, the revised documents will be saved as:
      • QT-0007- R1
      • QT-0007-R2
      • QT-0007- R3
    • Quotes List View only shows the latest active version. Example: Accepted/Sent quotes appear.
    • All other versions will be moved to archive.
    • You can switch between quote versions in Quotes View tab.
    • To see all versions:
      • Go to Companies.
      • Click the relevant company.
      • Select the Quotes tab.
      • View all versions in list view
    • This is done to avoid clutter in main list.

    Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

    Also Read

    Quotes

    Sales Orders