Define a group which granted quotation template access.
Sales Quotation Template Access
Enrich partner profile with partner's business nature information
Partner Business Nature Management
Assign the Tech Lead for project and grant permission to read the sales order and sales order lines.
Sale Project Technician
Grant project managers read access to the corresponding sales orders and sales order lines.
Sale Project
Allow members of the same sales team to collaborate on the same quotation / sales order
Sales Team Collaboration - Sales
Grant purchase users access to product Cost
Product Standard Price Access - Purchase User
Advanced reports for sales application
Sales Reports
Add Sankey view for Sale
Viin Sale Sankey
Integrate Product Category Chatter with WMS Accounting
Product Category Chatter - Stock Account
Integrate Product Category Chatter with Purchase
Product Category Chatter - Purchase
Grant accountants access to product Cost
Product Standard Price Access - Accountant
Manage Partner Nationality
Partner Nationality Management
Allow members of the same sales team to collaborate on the same lead/quotation/order
Sales Team Collaboration
Lock Sales Prices on sales quotation to salesmen (Users: own documents)
Sales Price Lock
Add collection to Products
Product Collection
Categorize products by Product Functions
Product Functions
Integrate Product Collection and Sales
Sales & Product Collection
Integrate Product Function and Sales
Sales Management & Product Function
Define fee templates
Fee Definition
Sell products and compute their supplementary fees
Sales Supplementary Fees