Sales Apps

Advanced reports for sales application

For businesses operating asset and tool rental activities

Add business profile fields to partners (industry, size, ownership...) to classify customers, segment B2B markets, and let portal users update their info

Extend Sales Orders and Reports with customer business profile: industry, size, scale, business type, and ownership.

Account Sale Approval

Extends partner industry classification with ISIC 4-level hierarchy (Section, Division, Group, Class) for comprehensive business classification

Enhance sales price calculation by using supplier pricelists as the base price, with markup configuration.

Integrate e-Wallet and loyalty program

Grant project managers read access to the corresponding sales orders and sales order lines.

Refund to e-wallet for loyalty customers

Define a group which granted quotation template access.

Module to support rental stock management on Viindoo management software.

Customize the period validity of the price list by month/year or by day of the week

Assign the Tech Lead for project and grant permission to read the sales order and sales order lines.

Confirm sales with backdate

Manage your partner's shareholder

Add the Third UoM for products to be used in some cases

Ensure business nature fields are carried from CRM Opportunities to Sales Orders

Add Enterprise Scale to partner profile and other improvements

Allow members of the same sales team to collaborate on the same quotation / sales order