16 docs tagged with "sales"

Connect the Sales Catalog to your AI agents. Activate per agent, scope by category, and let the agent answer with real product information.

The Sales workspace in Aurora: how to get in, how the navigation is organized, and what the Summary tells you about the pulse of your business.

Bulk-load products with an Excel (XLSX) template: choose a template, download it, fill it in, upload it, and review, fix, and confirm before committing.

Organize the catalog into a category hierarchy. Use the tree to browse, group products, and scope what each AI agent can see.

Define typed attributes (number, text, checkbox, date, multiple choice) on your products. Enable precise filters for AI agents: weight, color, material, voltage.

Manage your sales pipeline with the Aurora Inbox kanban funnel board. Drag and drop opportunities, filter, search, and export data.

Design the structure of the XLSX file you'll upload: choose which fields to include, define the variant axes, and download a file ready to fill in. Reuse them for recurring loads.

Check stock by product and location, adjust by counting physically, review the movement history, and manage your inventory locations.

Adjust your stock in bulk: download a template with your products and their current stock, count physically, upload the file, and review each adjustment before applying it.

Create sales orders linked to your contacts, confirm them to deduct inventory, record payments and shipments, and track their status from start to finish.

Create, edit, and manage products and services in the Sales Catalog. Set prices, variants, brand, category, properties, images, and inventory flags.

Send price proposals with a validity date and clear terms, track their status, and convert them into an order when your customer accepts.

The product and service catalog your team actually sells. Keep prices, variants, categories, and properties in one place, and let your AI agents draw from it.

Customize how your printed quotes and orders look: logo, brand color, layout, and texts per document type. Download the PDF ready for your customer.

View and create orders and quotes without leaving the conversation: the contact's Sales panel and the create and manage drawers inside the chat.

Manage multiple variants per product: sizes, colors, presentations. Each variant has its own SKU, price, and stock.