Integrate e-Wallet and loyalty program
E-Wallet & Loyalty
Define a group which granted quotation template access.
Sales Quotation Template Access
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
Customize the period validity of the price list by month/year or by day of the week
Customize Pricelist Validity
Refund to e-wallet for loyalty customers
E-Wallet & Sale Loyalty
Provide additional features to customize promotion programs for subscription
Sale Subscription Loyalty
Manage your partner's shareholder
Partner ShareHolder
Confirm sales with backdate
Sales Confirmation Backdate
Ensure business nature fields are carried from CRM Opportunities to Sales Orders
CRM ↔ Sales Business Nature Sync
Allow members of the same sales team to collaborate on the same quotation / sales order
Sales Team Collaboration - Sales
Manage Partner Nationality
Partner Nationality Management
Add Enterprise Scale to partner profile and other improvements
Partner - Business Nature - Patch 1
Add the Third UoM for products to be used in some cases
Product Common UoM
Extend Sales Orders and Reports with customer business profile: industry, size, scale, business type, and ownership.
Sales - Customer Business Nature Profile
Allow members of the same sales team to collaborate on the same lead/quotation/order
Sales Team Collaboration
Manage your partner's equity range
Partner Equity Range
Add identification number and passport fields for individual partners
Partner Identity Information
Add budget code field for company partners
Partner Budget Code
Account Sale Approval
Sale Sale Approval