The following improvements have been made to the Sales & Marketing Role Centre.
Menus and Actions
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)