User Docs
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Multi-currency system
Average price on returned goods
VAT units
Taxes
Cash basis taxes
Withholding taxes
Fiscal positions (tax and account mapping)
Avatax integration
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Payment terms and installment plans
Cash discounts
Credit notes and refunds
Cash rounding
Deferred revenues
Snailmail
Incoterms
Vendor bills
Non-current assets and fixed assets
Deferred expenses and prepayments
Payments
Online payments
Checks
Batch payments: Batch deposits (checks, cash etc.)
Batch payments: SEPA Direct Debit (SDD)
Follow-up on invoices
Internal transfers
Pay with SEPA
Pay by checks
Forecast future bills to pay
Bank and cash accounts
Bank statements
Bank reconciliation
Cash reconciliation
Reconciliation models
Manage a bank account in a foreign currency
Cash register
Reporting
Tax return (VAT declaration)
Analytic accounting
Track costs of human resources with timesheets
Track costs of purchases, expenses, subcontracting
Financial budget
Intrastat
Data inalterability check report
Silverfin integration
Year-end closing
Expenses
Documents
Payment acquirers (credit cards, online payments)
Wire transfers
Adyen
Alipay
Authorize.Net
Buckaroo
Mollie
Ogone
PayPal
SIPS
Stripe
Fiscal localizations
Argentina
Australia
Belgium
Chile
Colombia
Egypt
France
Germany
India
Indonesia
Italy
Kenya
Luxembourg
Mexico
Netherlands
Peru
Saudi Arabia
Spain
Switzerland
United Arab Emirates
United Kingdom
Sales
CRM
Organize the pipeline
Activities
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Lead mining
Assign and track leads
Track your prospects visits
Assign leads with predictive lead scoring
Analyze performance
Check your Win/Loss Ratio
How to use Google Spreadsheet in Addition to my Data?
Optimize your Day-to-Day work
Enrich your contacts base with Partner Autocomplete
How to motivate and reward my salespeople?
Sales
Send Quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Terms and conditions
Product variants on quotations and sales orders
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoice based on time and materials
Invoice project milestones
Re-invoice expenses to customers
Sell subscriptions
Products & Prices
Manage your products
How to import Products with Categories and Variants
Product variants
Automatically get product images with Google Images
Manage your pricing
How to adapt your prices to your customers and apply discounts
How to sell in foreign currencies
Process returns and refunds
Point of Sale
Log in with employee
Receipts and invoices
Configuration
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop features
Sales orders
Barcodes
Serial numbers and lots
Restaurant features
Bills
Floors and tables management
Orders printing
Tips
Pricing features
Discounts
Discount tags (barcode scanner)
Loyalty programs
Pricelists
Tax rates (fiscal positions)
Cash rounding
Payment methods
Payment terminals
Adyen
Ingenico
SIX
Vantiv
Worldline
Reporting
Subscriptions
Configuration
Use subscription templates
Add subscription products
Sales flow
Create a quotation using subscription products
Renew a subscription
Upsell a subscription
Close a subscription
Follow-up
Set up automatic alerts
Reporting
Generate subscription reports
Rental
Websites
Website
Pages
Search Engine Optimisation (SEO)
Configuration
Translations
Multiple websites
Unsplash (free images)
reCAPTCHA v3 on forms
Geo IP Installation (On-Premises Database)
Reporting
Link trackers
Google Analytics
Mail groups
eCommerce
Get started
How to build a product page
How to customize my catalog page
Manage my products
Multiple images per product
Product variants
How to import Products with Categories and Variants
Get paid
Manage orders paid with Payment Acquirers
How customers can access their customer account
Maximize my revenue
How to sell pricier alternative products (upselling)
Cross-selling: Accessory and Optional Products
How to enable comments & rating
Adapt prices to website visitors
How to create & share promotional codes
Live Chat
Ratings
Commands and Canned Responses
Inventory & MRP
Inventory
Warehouse Management
Products
Replenish on order (MTO)
Use different units of measure
Units of measure, packages, and packagings
Selecting a replenishment strategy
Reordering rules
Scrap inventory
Warehouses
Resupply from another warehouse
Transfer products between warehouses using replenishment
Manage Warehouses and Locations
Create a second warehouse
Locations
Inventory adjustments
Inventory adjustments
Cycle counts
Incoming shipments and delivery orders
Process receipts and deliveries in one step
Process receipts and deliveries in two steps
Process receipts in three steps
Process deliveries in three steps
Miscellaneous Operations
Consignment: buy and sell stock without owning it
Process Batch Transfers
Process wave transfers
Planning
Scheduled delivery dates
Lots and Serial Numbers
Difference between lots and serial numbers
Use serial numbers to track products
Use lots to manage groups of products
Expiration dates
Valuation Methods
Inventory valuation configuration
Using inventory valuation
Integrating additional costs to products (landed costs)
Shipping
Shipping Setup
How to setup a delivery method?
How to integrate a third party shipper?
How to get UPS credentials for integration with Juniper?
How to get DHL credentials for integration with Juniper?
Shipping Operations
How to invoice the shipping cost to the customer?
Multi-package shipments
How to print shipping labels?
Change shipping label size
Use dropshipping to ship directly from suppliers to customers
How to cancel a shipping request to a shipper?
Advanced Routes
Concepts
Routes and Pull/Push Rules
Organize a cross-dock in a warehouse
Sell stock from multiple warehouses using virtual locations
Putaway & Removal Strategies
Putaway rules
Removal strategies (FIFO, LIFO, FEFO)
Barcodes
Setup
Set up your barcode scanner
Activate the Barcodes in Juniper
Daily Operations
Apply inventory adjustments with barcodes
Process receipts and deliveries with barcodes
Create and process transfers with barcodes
Overview
GS1 barcode nomenclature
GS1 barcode usage
Manufacturing
Maintenance
Add new equipment
Manufacturing management
Create a bill of materials
Managing BoMs for product variants
Use kits
Manage semi-finished products
Quality Control
Subcontract your Manufacturing
Use the Master Production Schedule
Manage work orders using work centers
Make work centers unavailable using Time Off
Scrap during manufacturing
Manufacturing backorders
Quality control
Add quality controls
Create quality alerts
Purchase
Products
Configure reordering rules
Purchase in different units of measure than sales
Manage deals
Purchase agreements: blanket orders and calls for tenders
Control and know when vendor bills should be paid
Manage vendor bills
Advanced
Analyze the performance of your purchases
Human resources
Attendances
Hardware
Employees
Add a new employee
Fleet
Configuration menu
Create new vehicles
Services
Payroll
Contracts
Payslips
Work entries
Reporting
Recruitment
Job positions
Referrals
Marketing
Email marketing
Mailing lists
Manage unsubscriptions (Blacklist)
Marketing Automation
Getting Started
Getting started
Target an audience
Marketing activities
Testing/running campaigns
Advanced
Understanding metrics
SMS Marketing
Essentials
SMS essentials
SMS campaign settings
Mailing lists and blacklists
Pricing and FAQ
SMS Pricing and FAQ
Events
Event essentials
Sell tickets
Track and manage talks
Surveys
Survey essentials
Scoring surveys
Timed and randomized questions
Social Marketing
Essentials
Social marketing essentials
Social marketing campaigns
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Timesheets
Overview
Create Timesheets upon Time Off Validation
Field Service
Onsite interventions planning
User default warehouse
Helpdesk
Overview
Getting Started
Service Level Agreements (SLA)
Start Receiving Tickets
Reports for a Better Support
Forum and eLearning
Ratings
Timesheet and Invoice
Invoice Time Spent on Tickets (Prepaid Support Services)
Invoice Time Spent on Tickets (Postpaid Support Services)
Advanced
After Sales Features
Allow customers to close their tickets
Productivity
Discuss
Overview
Get started with Discuss
Use channels for team communication
Activities
Advanced
Configure ICE servers with Twilio
Calendar
Outlook Calendar synchronization
Synchronize Google calendar with Juniper
Internet of Things (IoT)
Configuration
Connect an IoT box to Juniper
Use an IoT box with a PoS
HTTPS certificate (IoT)
Flashing the SD card
Troubleshooting
Devices
Connect a screen
Connect a measurement tool
Connect a camera
Connect a footswitch
Connect a printer
Connect a scale
Mail Plugins
Outlook Plugin
Gmail Plugin
Studio
Fields and widgets
Views
Models, modules, and apps
Automated actions (automations)
PDF reports
Miscellaneous
Users and companies
Manage users
Change language
Access Rights
Companies
Portal access
Authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
Sign in with LDAP
Two-factor Authentication
Apps and modules
Export and import data
Email Communication
Send and receive emails in Juniper with an email server
Configure DNS records to send emails in Juniper
Email templates
Email issues
VoIP (Voice over Internet Protocol)
Configure your VoIP Asterisk server for Juniper
Use VoIP services in Juniper with OnSIP
Use VoIP services in Juniper with Axivox
Digest Emails
In-App Purchase (IAP)
Developer Mode (debug mode)
User Docs
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Multi-currency system
Average price on returned goods
VAT units
Taxes
Cash basis taxes
Withholding taxes
Fiscal positions (tax and account mapping)
Avatax integration
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Payment terms and installment plans
Cash discounts
Credit notes and refunds
Cash rounding
Deferred revenues
Snailmail
Incoterms
Vendor bills
Non-current assets and fixed assets
Deferred expenses and prepayments
Payments
Online payments
Checks
Batch payments: Batch deposits (checks, cash etc.)
Batch payments: SEPA Direct Debit (SDD)
Follow-up on invoices
Internal transfers
Pay with SEPA
Pay by checks
Forecast future bills to pay
Bank and cash accounts
Bank statements
Bank reconciliation
Cash reconciliation
Reconciliation models
Manage a bank account in a foreign currency
Cash register
Reporting
Tax return (VAT declaration)
Analytic accounting
Track costs of human resources with timesheets
Track costs of purchases, expenses, subcontracting
Financial budget
Intrastat
Data inalterability check report
Silverfin integration
Year-end closing
Expenses
Documents
Payment acquirers (credit cards, online payments)
Wire transfers
Adyen
Alipay
Authorize.Net
Buckaroo
Mollie
Ogone
PayPal
SIPS
Stripe
Fiscal localizations
Argentina
Australia
Belgium
Chile
Colombia
Egypt
France
Germany
India
Indonesia
Italy
Kenya
Luxembourg
Mexico
Netherlands
Peru
Saudi Arabia
Spain
Switzerland
United Arab Emirates
United Kingdom
Sales
CRM
Organize the pipeline
Activities
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Lead mining
Assign and track leads
Track your prospects visits
Assign leads with predictive lead scoring
Analyze performance
Check your Win/Loss Ratio
How to use Google Spreadsheet in Addition to my Data?
Optimize your Day-to-Day work
Enrich your contacts base with Partner Autocomplete
How to motivate and reward my salespeople?
Sales
Send Quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Terms and conditions
Product variants on quotations and sales orders
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoice based on time and materials
Invoice project milestones
Re-invoice expenses to customers
Sell subscriptions
Products & Prices
Manage your products
How to import Products with Categories and Variants
Product variants
Automatically get product images with Google Images
Manage your pricing
How to adapt your prices to your customers and apply discounts
How to sell in foreign currencies
Process returns and refunds
Point of Sale
Log in with employee
Receipts and invoices
Configuration
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop features
Sales orders
Barcodes
Serial numbers and lots
Restaurant features
Bills
Floors and tables management
Orders printing
Tips
Pricing features
Discounts
Discount tags (barcode scanner)
Loyalty programs
Pricelists
Tax rates (fiscal positions)
Cash rounding
Payment methods
Payment terminals
Adyen
Ingenico
SIX
Vantiv
Worldline
Reporting
Subscriptions
Configuration
Use subscription templates
Add subscription products
Sales flow
Create a quotation using subscription products
Renew a subscription
Upsell a subscription
Close a subscription
Follow-up
Set up automatic alerts
Reporting
Generate subscription reports
Rental
Websites
Website
Pages
Search Engine Optimisation (SEO)
Configuration
Translations
Multiple websites
Unsplash (free images)
reCAPTCHA v3 on forms
Geo IP Installation (On-Premises Database)
Reporting
Link trackers
Google Analytics
Mail groups
eCommerce
Get started
How to build a product page
How to customize my catalog page
Manage my products
Multiple images per product
Product variants
How to import Products with Categories and Variants
Get paid
Manage orders paid with Payment Acquirers
How customers can access their customer account
Maximize my revenue
How to sell pricier alternative products (upselling)
Cross-selling: Accessory and Optional Products
How to enable comments & rating
Adapt prices to website visitors
How to create & share promotional codes
Live Chat
Ratings
Commands and Canned Responses
Inventory & MRP
Inventory
Warehouse Management
Products
Replenish on order (MTO)
Use different units of measure
Units of measure, packages, and packagings
Selecting a replenishment strategy
Reordering rules
Scrap inventory
Warehouses
Resupply from another warehouse
Transfer products between warehouses using replenishment
Manage Warehouses and Locations
Create a second warehouse
Locations
Inventory adjustments
Inventory adjustments
Cycle counts
Incoming shipments and delivery orders
Process receipts and deliveries in one step
Process receipts and deliveries in two steps
Process receipts in three steps
Process deliveries in three steps
Miscellaneous Operations
Consignment: buy and sell stock without owning it
Process Batch Transfers
Process wave transfers
Planning
Scheduled delivery dates
Lots and Serial Numbers
Difference between lots and serial numbers
Use serial numbers to track products
Use lots to manage groups of products
Expiration dates
Valuation Methods
Inventory valuation configuration
Using inventory valuation
Integrating additional costs to products (landed costs)
Shipping
Shipping Setup
How to setup a delivery method?
How to integrate a third party shipper?
How to get UPS credentials for integration with Juniper?
How to get DHL credentials for integration with Juniper?
Shipping Operations
How to invoice the shipping cost to the customer?
Multi-package shipments
How to print shipping labels?
Change shipping label size
Use dropshipping to ship directly from suppliers to customers
How to cancel a shipping request to a shipper?
Advanced Routes
Concepts
Routes and Pull/Push Rules
Organize a cross-dock in a warehouse
Sell stock from multiple warehouses using virtual locations
Putaway & Removal Strategies
Putaway rules
Removal strategies (FIFO, LIFO, FEFO)
Barcodes
Setup
Set up your barcode scanner
Activate the Barcodes in Juniper
Daily Operations
Apply inventory adjustments with barcodes
Process receipts and deliveries with barcodes
Create and process transfers with barcodes
Overview
GS1 barcode nomenclature
GS1 barcode usage
Manufacturing
Maintenance
Add new equipment
Manufacturing management
Create a bill of materials
Managing BoMs for product variants
Use kits
Manage semi-finished products
Quality Control
Subcontract your Manufacturing
Use the Master Production Schedule
Manage work orders using work centers
Make work centers unavailable using Time Off
Scrap during manufacturing
Manufacturing backorders
Quality control
Add quality controls
Create quality alerts
Purchase
Products
Configure reordering rules
Purchase in different units of measure than sales
Manage deals
Purchase agreements: blanket orders and calls for tenders
Control and know when vendor bills should be paid
Manage vendor bills
Advanced
Analyze the performance of your purchases
Human resources
Attendances
Hardware
Employees
Add a new employee
Fleet
Configuration menu
Create new vehicles
Services
Payroll
Contracts
Payslips
Work entries
Reporting
Recruitment
Job positions
Referrals
Marketing
Email marketing
Mailing lists
Manage unsubscriptions (Blacklist)
Marketing Automation
Getting Started
Getting started
Target an audience
Marketing activities
Testing/running campaigns
Advanced
Understanding metrics
SMS Marketing
Essentials
SMS essentials
SMS campaign settings
Mailing lists and blacklists
Pricing and FAQ
SMS Pricing and FAQ
Events
Event essentials
Sell tickets
Track and manage talks
Surveys
Survey essentials
Scoring surveys
Timed and randomized questions
Social Marketing
Essentials
Social marketing essentials
Social marketing campaigns
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Timesheets
Overview
Create Timesheets upon Time Off Validation
Field Service
Onsite interventions planning
User default warehouse
Helpdesk
Overview
Getting Started
Service Level Agreements (SLA)
Start Receiving Tickets
Reports for a Better Support
Forum and eLearning
Ratings
Timesheet and Invoice
Invoice Time Spent on Tickets (Prepaid Support Services)
Invoice Time Spent on Tickets (Postpaid Support Services)
Advanced
After Sales Features
Allow customers to close their tickets
Productivity
Discuss
Overview
Get started with Discuss
Use channels for team communication
Activities
Advanced
Configure ICE servers with Twilio
Calendar
Outlook Calendar synchronization
Synchronize Google calendar with Juniper
Internet of Things (IoT)
Configuration
Connect an IoT box to Juniper
Use an IoT box with a PoS
HTTPS certificate (IoT)
Flashing the SD card
Troubleshooting
Devices
Connect a screen
Connect a measurement tool
Connect a camera
Connect a footswitch
Connect a printer
Connect a scale
Mail Plugins
Outlook Plugin
Gmail Plugin
Studio
Fields and widgets
Views
Models, modules, and apps
Automated actions (automations)
PDF reports
Miscellaneous
Users and companies
Manage users
Change language
Access Rights
Companies
Portal access
Authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
Sign in with LDAP
Two-factor Authentication
Apps and modules
Export and import data
Email Communication
Send and receive emails in Juniper with an email server
Configure DNS records to send emails in Juniper
Email templates
Email issues
VoIP (Voice over Internet Protocol)
Configure your VoIP Asterisk server for Juniper
Use VoIP services in Juniper with OnSIP
Use VoIP services in Juniper with Axivox
Digest Emails
In-App Purchase (IAP)
Developer Mode (debug mode)
docs
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Juniper 15
Navigation
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next
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previous
|
Juniper 15.0 documentation
»
User Docs
»
Sales
»
CRM
»
Analyze performance
Analyze performance
¶
Check your Win/Loss Ratio
How to use Google Spreadsheet in Addition to my Data?
Navigation
index
next
|
previous
|
Juniper 15.0 documentation
»
User Docs
»
Sales
»
CRM
»
Analyze performance
