Sales Team App
Support configured region, branch and sales-team responsibilities.
View application purpose →Application release pendingOperations / In development
Sales Management
Show how a customer order moves from the sales team into approval and fulfilment.
What it is designed to manage
- Customer Management
- Sales Quotations (Multiple Revisions)
- Quotation Approval
- Sales Orders
- Delivery Management
- Sales Invoicing (Issue / Cancel / Audit)
- Customer Returns
- Sales Reports & Analytics
- Export to PDF / Excel
- Integration with Warehouse & Accounts
- Configurable sales responsibilities across region and branch teams
- Customer and order-booking context
- Approval handoff before fulfilment
- Order visibility across assigned sales roles
Feature-map status: Developed. This status is reported in the supplied map; it is not a claim of independent live-release verification. The sales chain is configurable: Region Manager, Branch Manager, RSM, Sales Manager, Manager, Team Leader, BDO and Order Booker.
Feature-by-feature availability
What is in source, planned or awaiting integration.
- Customer ManagementReported Developed
Maintain assigned customers and their authorized business context.
- Sales Quotations (Multiple Revisions)Reported Developed
Keep quotation revisions and their approval history.
- Quotation ApprovalReported Developed
Route the chosen quotation revision to the assigned approver.
- Sales OrdersReported Developed
Turn an approved customer request into a controlled order.
- Delivery ManagementReported Developed
Connect the order to warehouse dispatch and transport handoffs.
- Sales Invoicing (Issue / Cancel / Audit)Reported Developed
Manage invoice lifecycle through assigned issue/cancellation rights and audit.
- Customer ReturnsReported Developed
Route eligible returns through the required warehouse and finance review.
- Sales Reports & AnalyticsReported Developed
Review assigned team, customer and order activity.
- Export to PDF / ExcelReported Developed
Provide permitted sales reports/documents in their appropriate export formats.
- Integration with Warehouse & AccountsReported Developed
Carry source-linked stock and financial handoffs across departments.
- Configurable sales responsibilities across region and branch teamsPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Customer and order-booking contextPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Approval handoff before fulfilmentPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Order visibility across assigned sales rolesPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Related role applications.
Order Booker App
Record assigned orders and follow their authorized approval and fulfilment progress.
View application purpose →Application release pendingModule access follows assigned rights. Application package releases and live connections are separate.
A practical view of the process
How the work moves.
01
Book customer order
02
Submit for approval
03
Follow stock reservation
04
Track dispatch and delivery handoff
Information coming in
- Customer request
- Booked order
Records & handoffs coming out
- Approval request
- Order fulfilment status
Connected departments
Where this module connects.
In development. Release availability requires the relevant implementation, integration and validation work. The visual above is illustrative.
Start with your businessMap your teams.
Map your teams.
Connect your workflow.
Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.