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.

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Deals

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

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

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

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  • 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.

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