Unifonic Operations - Coggle Diagram
Create a new customer
Create a new Opportunity
Convert an opportunity to Sales
Amend an Opportunity
Where is the Master DB (CRM/ERP..etc?)
What gets updated when a customer is created?
What gets updated when an Opportunity is converted?
Where is the product DB?
Create an Invoice
Register a payement
Refund an invoice / Credit note
What are the revenue accounting rules when an invoice is created?
Is there analytical accounting?
How are PAYG / PAYM accounting entries?
Balance on accounts
Where is the billing engine?
Where do we update the selling rates?