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
Assign the Tech Lead for project and grant permission to read the sales order and sales order lines.
Sale Project Technician
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
Customize the period validity of the price list by month/year or by day of the week
Customize Pricelist Validity
Refund to e-wallet for loyalty customers
E-Wallet & Sale Loyalty
Provide additional features to customize promotion programs for subscription
Sale Subscription Loyalty
Module to support rental stock management on Viindoo management software.
Rental Stock Management
Extend Sales Orders and Reports with customer business profile: industry, size, scale, business type, and ownership.
Sales - Customer Business Nature Profile
Ensure business nature fields are carried from CRM Opportunities to Sales Orders
CRM ↔ Sales Business Nature Sync
Add the Third UoM for products to be used in some cases
Product Common UoM
Allow members of the same sales team to collaborate on the same lead/quotation/order
Sales Team Collaboration
Confirm sales with backdate
Sales Confirmation Backdate
Manage your partner's shareholder
Partner ShareHolder
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 budget code field for company partners
Partner Budget Code
Add identification number and passport fields for individual partners
Partner Identity Information
Exclude on-behalf sales lines from auto PO creation
On-behalf Sales & Vendor Pricing Bridge