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.

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.