Online Requirements (Sales Management) Functions & Features

Online functionality for sales management allows all types of users (employees, salespeople, customers, partners, etc) to easily perform sales-related activities such as searching for customer information; looking for available products in inventory; creating quotes and orders; managing sales documents; displaying sales history for one or more customers, etc. When these options are available online, all authorized users can access them from a Web browser, without requiring that a special program be installed on their computer.. Online Requirements (Sales Management) Functions & Features are an important module of the comprehensive ERP RFP Template for Discrete Manufacturing.

The ERP RFP template with Online Requirements (Sales Management) Functions & Features for ERP is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 3761 decision criteria. The ERP RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to ERP software vendors. It ensures for:

complete response from each ERP software vendor
deep and accurate evaluation of submitted ERP proposals
impartial side-by-side comparison of ERP solutions evaluated
rational and documented selection of the best matching ERP system

The ERP software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the ERP solutions from scratch.

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The Online Requirements (Sales Management) Functions & Features comprise the following elements:

Accommodate an order type for a new order or quote
Accommodate an order type for a new order or quote, Online Requirements (Sales Management) Functions & Features
Status field for new quotes or orders (specifies whether it's a new order or quote)
Status field for new quotes or orders (specifies whether it's a new order or quote), Online Requirements (Sales Management) Functions & Features
Creates order from quote and retains quote reference identification (for all new orders or quotes)
Creates order from quote and retains quote reference identification (for all new orders or quotes), Online Requirements (Sales Management) Functions & Features
Create an order from only selected lines of the quote
Create an order from only selected lines of the quote, Online Requirements (Sales Management) Functions & Features
Decrease the amount quoted
Decrease the amount quoted, Online Requirements (Sales Management) Functions & Features
Allow for customer account and sales order status on-line by customer name or number or by sales order number
Allow for customer account and sales order status on-line by customer name or number or by sales order number, Online Requirements (Sales Management) Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which ERP solution is the best for your needs.

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Online Requirements (Sales Management) Functions & Features

Accommodate an order type for a new order or quote

Status field for new quotes or orders (specifies whether it's a new order or quote)

Creates order from quote and retains quote reference identification (for all new orders or quotes)

Create an order from only selected lines of the quote

Decrease the amount quoted

Allow for customer account and sales order status on-line by customer name or number or by sales order number