Add business profile fields to partners (industry, size, ownership...) to classify customers, segment B2B markets, and let portal users update their info
Partner - Business Nature
Unique Product Default Code
Unique Product Code
Extend Sales Orders and Reports with customer business profile: industry, size, scale, business type, and ownership.
Sales - Customer Business Nature Profile
Extends partner industry classification with ISIC 4-level hierarchy (Section, Division, Group, Class) for comprehensive business classification
Partner - Industry ISIC Classification
Account Sale Approval
Sale - Order Addendum
Assign the Tech Lead for project and grant permission to read the sales order and sales order lines.
Sale Project Technician
Refund to e-wallet for loyalty customers
E-Wallet & Sale Loyalty
Customize the period validity of the price list by month/year or by day of the week
Customize Pricelist Validity
Module to support rental stock management on Viindoo management software.
Rental Stock Management
Provide additional features to customize promotion programs for subscription
Sale Subscription Loyalty
Integrate e-Wallet and loyalty program
E-Wallet & Loyalty
Define a group which granted quotation template access.
Sales Quotation Template Access
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
Add Enterprise Scale to partner profile and other improvements
Partner - Business Nature - Patch 1
Add ISIC 4-level industry hierarchy to Sales Orders and Sales Report
Sales - Business Nature ISIC
Add the Third UoM for products to be used in some cases
Product Common UoM
Manage your partner's shareholder
Partner ShareHolder
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 lead/quotation/order
Sales Team Collaboration