The following improvements have been made to the Sales & Marketing Role Centre.

The home menu includes the following commonly used pages:

  • Contacts
  • Customers
  • Items
  • Sales Quotes
  • Sales Orders
  • Sales Return Orders
  • Sales CR/Adj Notes

As well as the following actions:

  • Sales Prices
  • Sales Line Discount
  • Sales Price Worksheet
  • Item Tracing
  • Navigate

Activities and Cues

The activities section has improved upon the standard Sales Order Processor activities section, new cues are highlighted below:

  • Sales This Month (New, drills down to customers with totals filtered by current month)
  • Sales This Year (New, drills down to customers with totals filtered by current year)
  • Sales Documents for Release
    • Quotes Open
    • Orders Open
    • Orders Pending Approval (New)
    • Orders Pending Prepayment (New)
  • Sales Orders Released Not Shipped
    • Ready to Ship
    • Partially Shipped
    • Delayed
    • Average Days Delayed
  • Returns
    • Returns Open
    • CR/Adj Notes (New)
  • My Approval Requests
    • To Approval
    • Send for Approval
  • My User Tasks
    • Pending User Tasks

Common new document actions are also included:

  • New Sales Quote
  • New Sales Order
  • New Sales Return Order
  • New Sales Credit Adj. Note

The Sales & Relationship activity is also available but hidden by default, it includes the following cues:

  • Contacts
    • Companies
    • Persons
    • Duplicates
  • Opportunities
    • Open
    • Due in 7 Days
    • Overdue
    • Closed
  • Sales
    • Open Quotes
    • Open Orders
    • Active Campaigns

Insights and Lists

The following insight charts and graphs are included:

  • Top Five Customers
  • Trailing Sales Orders
  • Sales Pipeline
  • Opportunities (hidden by default)
  • Power BI Reports (hidden by default)
  • Sales Performance (hidden by default)
  • Inventory Performance (hidden by default)
  • Top 5 Opportunities (hidden by default)

The following lists are also included:

  • Customer List
  • Item List
  • Report Inbox
  • My Job Queue (hidden by default)
  • My Customers (hidden by default)
  • My Items (hidden by default)
  • My Analysis Reports (hidden by default)