Record a sale

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Version: 10

Some tooltip text!

• 2 minutes to read

 • 2 minutes to read

One way of reaching your sales target is to increase the number of activities you start and complete. But it all starts with registering leads.

NSSaleAgent saleAgent;
NSSaleEntity newSale = saleAgent.CreateDefaultSaleEntity();

newSale.SetHeading("Back to school campaign");

NSListAgent listAgent;
newSale.SetSaleType(listAgent.GetSaleType(1));

NSContactAgent contactAgent;
newSale.SetContact(contactAgent.GetContact(1));

newSale.SetAmount(Float("19.9"));

DateTime expectedSaleDate;
expectedSaleDate.addMonth(2);
newSale.SetSaledate(expectedSaleDate);

newSale = saleAgent.SaveSaleEntity(newSale);

print("Registered new sale with ID " + newSale.GetSaleId().toString());

Find company ID from ticket ID

You might be picking up leads such as up-sells to existing customers from Service tickets. Here's how to get the contact ID from the ticket:

Integer ticketId = 123;
Integer contactId;

SearchEngine se;
se.addField("ticket.cust_id.contact_id");
se.addCriteria("ticket.id", "Equals", ticketId.toString(), "and", 0);

se.execute();

if (!se.eof()) {
  contactId = se.getField(0).toInteger();
}

Create a follow-up for a sale

The generic procedure is like this. The details are up to you.

1. Retrieve an existing sale or create a new.
2. Create the new follow-up and save it.
3. Call SetAppointment() to link the follow-up to the sale.
4. Save the sale.

Note

The follow-up you created is an NSAppointmentEntity, but SetAppointment() takes an NSAppointment. You can't pass the saved follow-up directly, but need to fetch the corresponding slim version by ID.

In this example, we use info from the sale to populate the new follow-up.

NSSaleAgent saleAgent;
NSSaleEntity sale = saleAgent.GetSaleEntity(4);

NSAppointmentAgent appointmentAgent;
NSAppointmentEntity todo = appointmentAgent.CreateDefaultAppointmentEntityByTypeAndAssociate(7, sale.GetAssociate().GetAssociateId());

todo.SetDescription("Set up initial meeting");
todo.SetContact(sale.GetContact());
todo.SetEndDate(getCurrentDateTime().addHour(2));

todo = appointmentAgent.SaveAppointmentEntity(todo);

sale.SetAppointment(appointmentAgent.GetAppointment(todo.GetAppointmentId()));
sale = saleAgent.SaveSaleEntity(sale);