Sales & Marketing
Move from prospect and opportunity to quotation, confirmed order, delivery, invoice and collection. Maintain customer records, pricing, contracts and portal access alongside the commercial workflow.
Start with your activity
Move from prospect and opportunity to quotation, confirmed order, delivery, invoice and collection. Maintain customer records, pricing, contracts and portal access alongside the commercial workflow.
Leads & Opportunities
Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.
↗5 documented pagesPricing & Promotions
Maintain price lists, item prices and applicable rules. Check currency, validity dates, quantity breaks and the selling or buying context. Verify a representative quotation before using a pricing change in live work.
↗2 documented pagesContracts
Record the contracting parties, validity dates and agreed terms. Associate the contract with the relevant commercial activity where supported. Uploading a signed document does not automatically change the status of an ERP order.
↗18 documented pagesCustomers
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
↗7 documented pagesMarketing
Maintain campaigns and permitted audience information. Record campaign ownership and related leads. Outbound messages require approved recipients and properly configured communication settings; a campaign record alone does not send a message.
↗8 documented pagesPoint of Sale
Select the permitted POS profile, customer and items, then review totals and the payment method. Opening and closing activities, stock availability and posting rules depend on the configured profile and assigned permissions.
↗35 documented pagesQuotations & Sales Orders
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
↗2 documented pagesCustomer Portal
Customers see only records associated with their approved customer account. A new login alone is insufficient: review the customer registration and link the verified account before enabling commercial document access.
↗Task tutorials
Create and link a customer
Matching an address title to the customer name does not create the relationship. The Dynamic Link row is required.
↗TutorialCreate a quotation and sales order
Changes to a submitted transaction may require cancellation and amendment. Do not create another order simply to conceal a duplicate.
↗TutorialApprove customer portal access
A successful sign-in can still show Customer access required until the party link is approved.
↗