Unique Product Default Code
Unique Product Code
Account Sale Approval
Sale - Order Addendum
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
Restrict access to product's Cost field
Product's Cost Access
Disallow to delete a sale order that still has related invoice.
Delete Sales Order - Check Related Invoice
Allowing each product to have multiple barcodes instead of just one
Multi-Barcodes for Products
Grant project managers read access to the corresponding sales orders and sales order lines.
Sale Project
Assign the Tech Lead for project and grant permission to read the sales order and sales order lines.
Sale Project Technician
Define a group which granted quotation template access.
Sales Quotation Template Access
Integrate Product Category Chatter with WMS Accounting
Product Category Chatter - Stock Account
Integrate Product Category Chatter with Purchase
Product Category Chatter - Purchase
Allow members of the same sales team to collaborate on the same quotation / sales order
Sales Team Collaboration - Sales
Extend Sales Orders and Reports with customer business profile: industry, size, scale, business type, and ownership.
Sales - Customer Business Nature Profile
Add Enterprise Scale to partner profile and other improvements
Partner - Business Nature - Patch 1
Ensure business nature fields are carried from CRM Opportunities to Sales Orders
CRM ↔ Sales Business Nature Sync
Grant accountants access to product Cost
Product Standard Price Access - Accountant
Manage your partner's shareholder
Partner ShareHolder
Grant purchase users access to product Cost
Product Standard Price Access - Purchase User
Add Sankey view for Sale
Viin Sale Sankey
Allow members of the same sales team to collaborate on the same lead/quotation/order
Sales Team Collaboration