Demo video: Product Licenses - Sales
Overview
This module integrates the Sales app with the Product Licenses Management app, allowing businesses to sell products with attached licenses.
Key Features
- When selecting a product in a sales order line, the product's license(s) are automatically added to the sales order.
- The license is displayed in the description column of the sales order line and in the information of the quote/sales order in PDF format.
- Track the number of licenses linked to each sales order.
- Statistics on the number of single lines sold per license and license version.
Benefits
This module helps businesses manage the sale of licensed products effortlessly. Instead of manually tracking and adding license details to each order, the system automatically associates the correct license with each product. This reduces errors and ensures compliance with licensing agreements.
Additionally, the module provides detailed reports on the number of licenses sold, enabling businesses to track licensing revenue and ensure proper license management. This is particularly useful for software vendors and businesses selling products with usage restrictions.
Who should use this module
- Businesses selling licensed products that need to manage and track licenses at the point of sale.
- Sales teams that want to ensure all sold products are associated with the correct license.
- Legal and compliance teams monitoring product licensing adherence.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_product_license_sale.
- Press Install.
Instruction
Instruction video: Product Licenses - Sales
1. Selecting a product on a sales order line will automatically load the product's license into the sales order line.
- Navigate to the Sales > Create Sales Order, add Sales Order Lines with product licenses.
2. Add a license to each sales order line and relevant information about the license in the sale order/quotation PDF format.
- On the sales order/quotation, click Print > Quotation/sale order to print a PDF report of the sales order/quotation.
3. The statistical number of related licenses on each sales order.
4. Sales statistics per license and license version.
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