Atollon Innovations (week 20)

Sales Module Innovations

• Expanded Application Suite: Finalised development of both new and existing applications within the Sales module.

• Web Interface Integration: Introduction of specialised tools previously unavailable on the web platform.

• Enhanced Sales Workflow: Improved connectivity between individual applications for a smoother end-to-end process.

Deals

• Sales Pipeline Header: A new visual component at the top of the deal detail for instant status recognition.

• Change project type: Easily switch the "Project Type" directly within the Sales module.

• Enhanced Timeline
  • Modernized Interface: New, cleaner design for a more professional look.
  • Improved Readability: Better layout and spacing for faster orientation in case history.

• Direct Action Buttons

  • Case Operations: Duplicate a deal, create a new device, or start a project with a single click directly from the business case.

  • Financial Documents: Instantly generate related financial records, including Estimates, Sales Orders, and Invoices.

  • One-Click Workflow: Streamlined process for converting sales opportunities into operational or financial tasks.

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Unified Order Management: Estimates, Sales Orders, Purchase Orders, Offer Received

• Standardized Interface: All order types now share a consistent, modern web design for easier navigation.
• Split-Screen Editor: Efficiently manage your document list and detail side-by-side.
• Dynamic Document Handling:

  • Sales Orders: Manage client commitments and track expected delivery.

  • Purchase Orders: Streamline procurement and supplier communication.

  • Offer Received: Track and process incoming vendor proposals.

  • Real-time Calculations: Automatic updates for VAT, totals, and currency conversions across all documents.