Easily enter sales quotes in the Sales Module. Enter all necessary information, including number, order type, collection, salesperson, customer information, ship to information, and more.
On the Sales Goal Board within the Sales Module, you can now add and edit sales goals in dollar amounts by month.
Enhancements have been made to the Representatives feature of the Sales Module, including adding fields to enter mobile phone, email, and website information, and adding tabs to the dialog.
When converting quotes to orders, it now pulls in additional header fields from the quote to supplement the order information.
Sales territories has been added to the Sales Module.
Loads can now be deleted from the load list within the Shipping Module. Click on the “Actions” button next to the load and select “Delete” from the drop-down list.