Sales Rep Login

1. The “Search Field” is a grid search that works as a multicolumn search for the sales representative's input

2,3. The “Export PDF” option enables the user  to export all the data and also can be exported in an excel format

    b. Change date range

• The “Change date range” feature enables the user  to select the specific date range to display the data. The custom range allows the user  to select  a particular date range

c. Column chooser, New and Save option

1. The "Column Chooser" option affords the user the capability to either include or exclude columns as desired

2. The small box with drop down is used to select the no of rows to be displayed

3. The “Save Option” is used to save the modification in the grid

d. Global Search

1. The “Change date range” option enables the sales representative  to select the specific date range to display the data. The custom range is used to select  a particular date range

2. The “Filter” option provides the view on products by selecting particular product classification and product type

3. The small box with a drop down is used to set the row view

4. The save view option is used to save the changes made for column or row order and filter option

5. Click on the “New” option to create a new product

1.Catalog view

1. Select the category from the drop down

2. Enter the product specific to the category, or by selecting all categories it searches  all the products when a keyword is entered by proceeding with the search option

3. Search option helps user to search a specific product

4. The small box with a drop down is used to customize the catalog view by selecting the number of rows for a display

5. The row scroll option at the right bottom used to display the next page

1. The “Change date range” option enables the sales representative  to select the specific date range to display the data. The custom range is used to select  a particular date range

2. The “Search Field” is a grid search that works as a multicolumn search for the  input

3. The “Column Chooser” option is used to include and exclude the columns for a display

4. Export all data to Excel

5. Click on the “Export PDF” option to export the data in PDF format

6. The “Filter” option enables the user  to list the customers

7. The “New” option is used to create new customers

Kanban view

Kanban view is a visual project management approach, representing workflow stages, enabling teams to track and manage work progress efficiently. It emphasizes real-time collaboration and provides clear insights into task status

1. The “Change date range” option enables the sales representative  to select the specific date range to display the data. The custom range is used  to select  a particular date range to display the view

2. The “Filter” option allows the sales representative to view assigned customers separately

3. “View by” option is used to select the visibility of customers by stages, country, tasks and other view options

4. The “New” option is used to create new customers

The “Prospects” menu lists all the leads and prospect details of the respective sales representative

1. The “change date range” option is used to view the leads or prospects created with the specific time range

2. The “Search Field” is a grid search that works as a multicolumn search for the  input

3. The “Column Chooser” option is used to include or exclude the columns for display

4. The “Export Excel” option is used to export all the data to Excel

5. The “Export PDF” option is used to export all the data in a pdf format

6. The “Filter” option enables view on the assigned prospects

7. The “Save View” option is used to save the customized settings views

8. The “New” option is used to create a new prospect

Prospects Kanban View

    The Kanban view provides all the leads / prospect details along the stage process

• The “Filter” option enables the user to view the prospects assigned to sales representatives

• The “view by” option allows you to view the prospect by selecting different headers based on sales representative, prospect stage, Country, Grade, Source, and priority

1. The contacts option displays all the prospects and customers details assigned to the respective sales representative.

2. The “change date range” option is used to sort the customer or prospects based on the date range.

3. The “Filter” option allows the user to have an individual view on the customer and prospects by selecting the option from the drop down

4. The “Save View” option allows the user  to save the customized settings on the screen

6.Sales Pipeline

The “Sales Pipeline” menu displays all the prospects respective to the sales representative.

1. The “Change date range” option is used to select the date range to list the prospects, the custom range option displays the data for the provided date range.

2. Search option help users to search a specific Sales Representative or a prospect.

3. The  “Column Chooser” option is used to include and exclude the columns.

4. The “Export” option is used to export all the data into a PDF format.

5. The “Filter” option enables the sales representative to view the prospects details by selecting the check box

6. The “Save View” option allows the user  to save the customized settings on the screen

7. The small box with a drop down at the left bottom is used to set the row view

8. Click on the “New” option to create a new sales pipeline

a. Pipeline Kanban view

• The “Pipeline Kanban View” displays all the prospects with the stage process

• The “Filter” option enables the sales representative to view the prospects details by selecting the check box

• The “View by” option enables the sales representative to view the prospects by selecting different headers

• The “Save” option is used to save the row or column modification

• The “New” option is used to create a new sales pipeline

1. The “Change date range” option is used to select the date range to list the sales quotation, the custom range option displays all the sales quotations for the provided date range

2. The “Search Field” is a grid search that works as a multicolumn search for the  input

3. The “Column Chooser” option is used to include or exclude the columns for display

4. The data can be exported into both pdf and excel formats

5. The “Filter” option is used to select the transaction type to view the quotations

6. The small box with a drop down at the left bottom is used to set the row view

7. The “Save view” option is used to save the modified views that are made for date range, and rows

8. The “New” option is used to create a new sales quotation

•  Click on the “New Sales Quotation” menu, select customer / prospect

• Click on Browse items option to select the products, Add Line item allows the sales representative to directly select the items by entering the product code and clicking on the create option

8.Sales Order

• New sales order option enables the user to create a new sales order

1. The browse item option allows you to select the product, select the customer and click on create option to create a new SO

2. The “Add line item” option enables the sales rep to select the products directly using product code to create a sales order

3. Click on create option to confirm the creation of SO

All sales order

The “All Sales Order” option displays all the open sales order sales orders

1. The “Change date range” option is used to select the date range to list all the sales orders, the custom range option displays all the sales orders for the provided date range

2. The “Column Chooser” option is used to include or exclude the columns for display

3. The data can be exported into both pdf and excel formats

4. The “Filter” option is used to select the transaction type to view the quotations

5. The “Save view” option is used to save the modified views that are made for date range, and rows

6. The small box with a drop down at the left bottom is used to set the row view

7. The “New” option is used to create a new sales order

Members Orders

The “Membership Orders” display all the SO related to membership orders

• The “Change date range” option is used to select the date range to list all the sales orders, the custom range option displays all the membership sales orders for the provided date range

• The “Search Field” is a grid search that works as a multicolumn search for the  input

• The “Column Chooser” option is used to include or exclude the columns to display in the grid

• The data can be exported into both pdf and excel formats

• The “Filter” option is used to select the transaction type to view the quotations

• The small box with a drop down at the left bottom is used to set the row view

• The “Save view” option is used to save the modified views that are made for date range, and rows

• The “New” option is used to create a new membership SO

• Search the membership customer and enter the PO#

• Products can be selected either using “Browse items” or “Add Line items”

•  Click on the “Create” option to create a new SO

Webstore Order

The webstore order option enables the  sales rep to view all the web placed orders.

1. The “Change date range” option is used to select the date range to list all the webstore orders, the custom range option displays all the sales orders for the provided date range

2. The “Column Chooser” option is used to include or exclude the columns to display in the grid

3. The data can be exported into both pdf and excel formats

4. The “Filter” option is used to select the transaction type to view the quotations

5. The small box with a drop down at the left bottom is used to set the row view

6. The “New” option is used to create a new webstore order

• The “Save view” option is used to save the modified views that are made for date range, and rows

9.SO Kanban

• The “SO” Kanban View offers a comprehensive and detailed overview of sales orders, encompassing crucial information such as the sales Order number(SO#), delivery date and customer details

• The “View by” option is used to select the visibility of sales orders by stages, country, suppliers and other view options

• The “Change date range” option is used to select the date range to list all the sales orders for a Kanban view, the custom range option displays all the orders for the provided date range

16.Sales Invoices

All sales invoices

• The “All sales invoices” enables the sales representative to view both open and paid sales invoices separately

• The “Change date range” option is used to select the date range to list all the sales invoices, the custom range option displays all the sales invoices for the selected date range

• The “Search Field” is a grid search that works as a multicolumn search for the  input

• The “Column Chooser” option is used to include or exclude the columns to display in the grid

• The data can be exported into both pdf and excel formats

• The small box with a drop down at the left bottom is used to set the row view

• The “Save view” option is used to save the modified views for date range, and rows

11.Task Requests

List View

The “Task Requests” menu is used to view all the task requests, all the open and closed tasks can be viewed separately by selecting the appropriate check box

1. The “Change date range” option is used to select the date range to list all the tasks, the custom range option displays all the tasks for the selected date range

2. The “Column Chooser” option is used to include or exclude the columns to display in the grid

3. The data can be exported into both pdf and excel formats

4. The “Filter” option is used to select the transaction type to view the tasks

5. The small box with a drop down at the left bottom is used to set the row view

6. The “Save view” option is used to save the modified views for date range, and rows

7. The “new” option is used to create a new task request

Kanban View

The “Kanban View” offers a comprehensive and detailed overview of tasks ,encompassing crucial information such as the task number, progress, summary, assigned and escalated to details

1. The “Change date range” option is used to select the date range to list all the tasks, the custom range option displays all the tasks for the selected date range

2. “View by” option is used to select the visibility of tasks by stages, tasks status, customer, process stage, and other view options

3. The “Filter” option allows the sales representative to view the open and closed tasks separately by selecting the check box

4. The “new” option is used to create a new task request

12.Appointments

The “Appointment” menu displays all the scheduled appointments.

1. The “Change date range” option is used to select the date range to list all the meetings, the custom range option displays all the tasks for the selected date range.

2. The “Column Chooser” option is used to include or exclude the columns to display in the grid.

3. The data can be exported into both pdf and excel formats.

4. The “Filter” option enables the sales representative to view the past and pending appointments.

5. The small box with a drop down at the left bottom is used to set the row view.

6. The “Save view” option is used to save the modified views for date range, and rows.

7. The “new” option is used to create new appointments.

• Search for the customer, enter the summary and provide the additional details

• Select the date and time, click on create option to create a new appointment 

13.Reports 

• The “Reports” option enables the sales representative to view all the respective sales transactions,sales order,invoices,quotes, back order and other reports option

Collaboration Module

14. Projects

• The “Projects” menu option displays all the open projects

• The “Change date range” option is used to select the date range to list all the projects, the custom range option displays all the tasks for the selected date range

• The “Column Chooser” option is used to include or exclude the columns to display in the grid

• The data can be exported into both pdf and excel formats

• The small box with a drop down at the left bottom is used to set the row view

• The “Save view” option is used to save the modified views for date range, and rows

• The “new” option is used to create new projects

• Click on New > Project code > Description > Project code >Parent project code> Select the customer > click on create

• Select the project code to open the project and project status can be closed once the project is completed

The “Project Analysis” menu displays the details and progress of the project.

• Select the project and click on “Go” to view the particular project’s analytics.

• The tasks option allows you to view project related tasks.

16. Task Request

• List View

• The “Task Requests” menu Lists all the respective users assigned and escalated tasks

1. The “Change date range” option is used to select the date range to list all the tasks, the custom range option displays all the tasks for the selected date range

2. The “Column Chooser” option is used to include or exclude the columns to display in the grid

3. The data can be exported into both pdf and excel formats

4. The small box with a drop down at the left bottom is used to set the row view

5. The “Save view” option is used to save the modified views for date range, and rows

6. The “New” option is used to create a new task request

Kanban View

The “Kanban View” offers a comprehensive and detailed overview of tasks ,encompassing crucial information such as the task number, progress, summary, assigned and escalated to details

1. The “Change date range” option is used to select the date range to list all the tasks, the custom range option displays all the tasks for the selected date range

2. The “Filter” option allows the sales representative to view the open and closed tasks separately by selecting the check box

3. “View by” option is used to select the visibility of tasks by stages, tasks status, customer, process stage, and other view options

4. The “New” option is used to create a new task request