Part I. Generalitaties

SOLIS manages the entire sales activity and allows you to register in the database informations related to clients, products, events and documents. Given the fact that all SOLIS modules concur to the development of an unique database, there is a set of observations regarding the efficient setup of the information.

The SOLIS database is built upon basic information like clients, suppliers and their products. The system only allows information to be added in a certain arrangement. The secondary data must be attached to the already existing structures.

Thus, to add a new product, you must assure that the supplier is registered; to add a new contract, the client and products must be available.

The same observation reffers to the case of removing information from the database: no client, event, document, person, etc. can be deleted if there are correlated informations, built upon them.

If you wish to delete an offer, you must first delete it's product list. If you vish to remove a contact person, you must delete its visits, etc.

Not all informations in the database cand be removed, but in this case, you can use the available cancel options.

At the beginning, you must register the primary information. These form the structure on which the rest of the information will be added, while you use SOLIS.

Usually, the clients, suppliers and products are the first to be registered. Further you can add offers, orders, contracts, other documents and events, if the information that defines them is registered.

Each page of the application has two menus in the upper section.

The dropdown lists in the system usually contain various options to facilitate the information classification (marking, filtering or registering options).

The clients classification can be done based on the concepts of Class and Category. You can choose, for example, a series of classes of importance and a series of activity domains to sort your clients.

The commercial visits type can be chosen from a dropdown list, which contains the values you choose to define these events. The list can be edited in the administration section.

All constants in the dorpdown lists can be defined in the administration module.

To use the system efficiently, each person must be registered as user.

This way, the person will be available in the lists of users, in the interface (sales representatives, service engineer, person) and will be able to mark its personal activity.

The user list can be managed in the administration section.