In the “Masters” column, click on “General Settings”.
A new page will open for you.
Here, you can turn on or turn off the “recent selling price” option.
View Recent Selling Price
When turned on, recent selling price is reflected under “Item Details” wherever an item is added in the following modules:
Deal
Quote
Sales Order
Invoice
Under the added item, select Item Details
The details will open.
The recent selling price reflects the price at which the item was sold the last time only. In comparison, the recent transaction reflects the entire transaction history of the product in the Zhylar system.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
In a CRM system, bank details refer to the financial information of customers, vendors, or partners. This information is utilized for billing, invoicing, refunds, and financial transactions within the platform.
In Zhylar CRM, a primary bank is the default account managing payments, refunds, and transactions.
This bank will be loaded by default in all the Add Invoice forms.
You can switch the Bank in the document if required.
Add New Bank
Click + New Bank.
Fill out the details.
Fill required data.
Click Save.
Primary Bank
Toggle to mark as primary.
Only one primary bank allowed.
Primary bank denoted by a white star in a purple circle.
A primary bank cannot be deleted.
Bank Nick Name
When a bank is added to any document, the field drop down will carry the bank’s nick name.
E.g., Dubai National Bank- Al-Nahda branch -> Nickname: DNB Al-Nahda
Thus drop down will show “DNB Al-Nahada” as an option.
Update Bank
Click ⋮ 3 dots
Select Update.
Edit details.
Save changes.
Delete Bank
Click ⋮ > Delete.
Confirm with Yes.
Note:
Action cannot be undone.
A bank marked as primary cannot be deleted.
Two banks can not have the same Nick Name.
Payment Receipt
Navigate to Invoice
Go to Dashboard
From the left-hand navigation panel, go to Invoices
Select Invoice:
Open the relevant invoice.
Invoice must be in Sent status or any of the successive stages.
Record Payment:
Click “Record Payment”
You’ll find your Payments list.
Add New Payment:
Click “+ Add New Payment”
Fill required details.
When selecting mode of payment, except cash, all other payment modes will require you to add a bank.
Under “deposit to” field, add your bank.
If payment is being made in cash, you will not have to add a bank.
Fill data and click “Add Payment”.
Your payment receipt will be added.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
Managing a sales cycle manually can be overwhelming. From capturing leads to sending invoices, every stage requires precision, timely follow-ups, and seamless coordination. The traditional approach often leads to inefficiencies, missed opportunities, and delayed payments.
Automation is transforming sales processes by reducing manual effort, eliminating errors, and accelerating deal closures. Businesses can streamline their entire sales journey by leveraging a robust CRM and CPQ system. This spans from the first customer inquiry to the final invoice.
The challenges of a manual sales cycle
Many businesses struggle with an unstructured sales process that leads to inefficiencies such as:
Missed follow-ups: Without automation, sales teams often forget to follow up on leads, reducing conversion rates.
Data inconsistencies: Manually updating customer information can result in errors, leading to miscommunication.
Time-consuming approvals: Pricing, discounts, and proposal approvals often require back-and-forth discussions, slowing down the sales process.
Delayed invoicing: Generating invoices manually can lead to billing errors and payment delays, affecting cash flow.
How automation streamlines the sales cycle
Automation enhances each stage of the sales cycle, ensuring a smooth transition from inquiry to invoice. Let’s break it down step by step:
1. Lead capture and qualification
Manually entering and tracking leads can be time-consuming. Automation helps by:
Capturing leads instantly from web forms, emails, and social media.
Scoring and qualifying leads based on predefined criteria, ensuring sales teams focus on high-potential prospects.
Automatically assigning leads to the right salesperson for quicker engagement.
2. Efficient deal and quote management
Once a lead is converted into a deal, automation ensures a streamlined workflow:
Pre-configured sales pipelines guide teams through each stage of the deal.
Automated pricing and discount approvals eliminate bottlenecks in CPQ processes.
Generating professional quotes in just a few clicks, reducing turnaround time.
3. Sales order creation and approval
Once a customer accepts a quote, automation speeds up order processing:
One-click conversion of quotes to sales orders eliminates redundant data entry.
Automated approval workflows ensure orders are reviewed and processed without delays.
Error-free order documentation improves accuracy and compliance.
4. Seamless invoice generation and payment tracking
Getting paid on time is crucial for any business. Automation helps by:
Auto-generating invoices based on approved sales orders, reducing manual effort.
Tracking due payments and sending automated payment reminders to customers.
Integrating with accounting tools like QuickBooks and Zoho Books for better financial management.
Why Zhylar is the ideal solution
At Zhylar, we understand the challenges of managing a sales cycle manually. That’s why we’ve built a powerful CRM + CPQ solution that:
Automates lead capture, deal tracking, and quote generation.
Offers seamless approval workflows to speed up sales orders.
Generates invoices instantly and integrates with accounting platforms.
Enhances efficiency with an intuitive interface and smart automation tools.
By using Zhylar, businesses can eliminate repetitive tasks, close deals faster, and maintain strong customer relationships—all while boosting revenue. Ready to transform your sales cycle? Let’s make it happen with Zhylar!
In today’s competitive business landscape, companies need to constantly look for ways to streamline their processes and improve efficiency. One tool that can significantly help in this regard is a CPQ (Configure, Price, Quote) solution. CPQ software helps businesses automate their sales processes. It enables them to quickly generate accurate quotes.
This reduces errors and improves overall sales performance. There are several reasons why a business can benefit from implementing a CPQ solution. Let’s outline the top seven reasons why businesses should consider using CPQ software.
7 Reasons Why a Business Needs a CPQ Solution
Streamline Your Sales Process
First and foremost, a CPQ solution can help businesses streamline their sales process. Automation of configuration, pricing, and quoting of products and services helps businesses. It eliminates manual tasks. It also reduces the time it takes to create a quote. This can lead to quicker turnaround times for customers, ultimately improving customer satisfaction and increasing sales.
Improve Your Quotes
Secondly, CPQ software can help businesses improve the accuracy of their quotes. When product and pricing information is centralized in a single platform, businesses ensure that sales reps always offer the most up-to-date pricing. This centralization helps sales reps provide accurate pricing to customers. They also provide the most accurate pricing to customers. This can help eliminate pricing errors and discrepancies, leading to more consistent and reliable quotes.
Upsell + Cross-Sell
Another benefit of CPQ software is its ability to help businesses upsell and cross-sell products. CPQ software provides sales reps with real-time insights into product recommendations and pricing options. This helps them identify opportunities to sell additional products or services to customers. This can help businesses increase their average deal size and drive in more revenue.
Optimize Pricing to Maximize Profitability
Furthermore, a CPQ solution can help businesses improve their pricing strategies. By analyzing historical sales data and market trends, CPQ software can help businesses optimize their pricing to maximize profitability. This can help businesses stay competitive in the market. It ensures they get the most value out of each deal.
Optimize Sales Performance
Additionally, CPQ software can help businesses improve their overall sales performance. CPQ software provides sales reps with guided selling tools and templates. These tools help them navigate complex sales processes more effectively. This can help reps better understand customer needs, tailor their sales approach, and ultimately close more deals.
Streamline Quote to Cash Process
Moreover, a CPQ solution can help businesses improve their quote-to-cash process. By integrating CPQ software with other business systems such as CRM and ERP, businesses can streamline their sales process. This integration enhances the journey from quote creation to order fulfilment. This can help businesses reduce errors, cut down on manual tasks, and improve overall operational efficiency.
Valuable Insights for Analysis
Lastly, implementing a CPQ solution can help businesses gain valuable insights into their sales performance. By tracking key metrics such as quote conversion rates, win rates, and sales velocity, businesses can identify areas for improvement. They can make data-driven decisions to optimize their sales process. This can help businesses stay ahead of the competition and drive greater success in the market.
Conclusion
In conclusion, a CPQ solution offers numerous benefits for businesses. It helps those looking to enhance their sales processes. It can also increase revenue. CPQ software streamlines sales operations and optimizes pricing strategies. It gains valuable insights.
These capabilities empower businesses to elevate their sales performance. They also help maintain a competitive edge in the market. Therefore, businesses must explore implementing a CPQ solution. This is necessary to capitalize on these advantages. Doing so ensures long-term success.
Zhylar is your one-stop Customer Relationship Management (CRM) + Configure, Price, Quote (CPQ) solution. We are the only cutting-edge SaaS product that provides CRM and CPQ solutions all in one. This helps you reduce costs, improve workflow and organize your enquiry to invoice process all in one place.
First, let us understand the importance of CRM solutions. Before we move on to learn more about why you should choose Zhylar for your sales processes. Then we will explore why CPQ solutions are crucial for any growing business.
Importance of CRM and CPQ Systems
CRM and CPQ systems are important, rather indispensable tools for all modern-day businesses in sales-driven organizations. CRM focuses on managing customer relationships and streamlining interactions. CPQ enhances the quoting and sales process. It simplifies product configuration and pricing, and it aids in creating quotes. Together, they create a powerful synergy that streamlines efficiency, boosts sales and improves overall customer experience.
By itself, CRM systems provide a single database for all customer information. This includes contacts, past interactions, and sales history. This centralization allows sales teams to have a comprehensive view of each customer, enabling personalized and efficient engagement. CRM helps businesses manage relationships at every stage of the customer lifecycle—from lead generation to post-sale support.
When it comes to CPQ, for businesses with complex products or services, CPQ simplifies configuring the right product mix. Sales teams can easily customize offerings based on customer needs, ensuring that quotes are accurate and aligned with customer expectations. Additionally, CPQ systems can provide valuable insights into sales performance and customer preferences, helping businesses make data-driven decisions to optimize their product offerings and pricing strategies
Integrated CRM and CPQ
When CRM and CPQ are integrated, they create a seamless flow from lead management to quote creation. CRM manages the relationship and pipeline, while CPQ handles product configuration and pricing. Together, they:
Increase revenue by streamlining the sales process. Reduce errors in quoting. This leads to more closed deals and higher customer retention rates.
Enhance collaboration between sales, marketing, and product teams. Provide a centralized platform for sharing customer information. Share product details and pricing data on this platform.
Enable data-driven decision-making by tracking customer interactions, quote history, and sales performance metrics in one integrated system.
This is where Zhylar comes into play!
How Does Zhylar Solve Your CRM + CPQ Needs?
As aforementioned, Zhylar provides integrated CRM and CPQ solutions. These solutions simplify and consolidate your tasks in one place. Furthermore, Zhylar’s competitive pricing is very easy on your pockets and provides 2 solutions at the cost of one.
Don’t believe us? Check it out in the section below.
Why Choose Zhylar?
There are many reasons why Zhylar is your go-to CRM+ CPQ product.
Only SaaS product offering CRM+ CPQ solution all in one!
Competitive price offering 2 solutions at the price of one.
Easy-to-use user-friendly interface.
All-time suppport available.
Let’s Talk Numbers!
From one business to another, at the end of the day, it’s all about numbers. Take a look at our product pricing to understand how Zhylar is your cost-effective solution.
Tiers Name
Freemium
Basic
Standard
Premium
Yearly Price
$-
$14
$20
$30
Diff Yearly – Monthly
25%
25%
25%
25%
Monthly Price
$-
$18
$25
$38
Users
2 Users
Price / User
Price / User
Price / User
Parameters & Features
CRM Essential
Leads
Y
Y
Y
Y
Deals
Y
Y
Y
Y
Customer/Contacts
Y
Y
Y
Y
Sales Pipeline
1 Pipeline/Org
1 Pipeline/Org
3 Pipeline/Org
5 Pipeline/Org
Web Forms to capture leads
Y
Y
Y
Y
Custom Web Forms
N
N
2
5
Reporting & Insights
Y
Y
Y
Y
Sales Essential
Product Catalog
Y
Y
Y
Y
Simple Units of Measure
Y
Y
Y
Y
Quotes
Y
Y
Y
Y
Sales Order
Y
Y
Y
Y
Invoice
Y
Y
Y
Y
Customer/Contacts
Y
Y
Y
Y
Attachment in documents
N
N
N
3 MB/ Document
Line items / Quotes, Sales order, Invoice
10-line items/ Quotes, SO, Invoice
20-line items/ Quotes, SO, Invoice
30-line items/ Quotes,SO,Invoice
50-line items/ Quotes,SO,Invoice
Data
Number of Records
500 / Org
20000 / Org
50000 / Org
100000 / Org
File Storage
–
1 GB / Org
1 GB / Org
2 GB / Org
Data Backup (No of backup to be taken monthly)
–
1/Month
2/Month
2/Month
Data Import (No of records to be imported per batch)
50 Records/Batch
150 Records/Batch
300 Records/Batch
500 Records/Batch
Data Export
50 Records/Batch 2 Export/Day/Org
5000 Records/Batch 5 Export/Day/Org
10,000 Records/Batch 10 Export/Day/Org
20,000 Records/Batch 15 Export/Day/Org
Integrations
Email, Calendar & Contact sync
O365
N
N
N
Y
Gsuite
N
N
N
Y
Attachment Size
1 MB / Email
1 MB / Email
1 MB / Email
5 MB / Email
Emails
1 Email/Day *License /Org/month
20 Email/Day *License /Org/month
30 Email/Day *License /Org/month
50 Email/Day *License /Org/month
Accounting Integration
QuickBooks
N
N
N
Y
Zoho Books
N
N
N
Y
Tally
N
N
N
Y
Amazon-Business
N
N
N
Y
Social Media Integrations
Facebook
N
N
N
Y
Instagram
N
N
N
Y
Linkden
N
N
N
Y
Google Ads
N
N
N
Y
Advance features
Combined Units of Measure
N
N
Y
Y
Multicurrency
N
N
5 Currency / Org
10 Currency/Org
Sales Forecast
N
N
2 Sales Forecast/Org
5 Sales Forecast/Org
Custom Email Template
N
Y
Y
Custom Document Template
N
Y
Y
Y
Custom Dashboard
N
N
Y
Y
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