TERRA-310-05Live
Order views and filters
Overview includes every order except Lost, keeping Won in view. Filter by customer, owner, received period, channel, needed-by date and Autopilot. Stage counts follow the same filters and your access permissions.
Also inside TERRA-310 ORDER
The rest of ORDER.
TERRA-310-01Live
Stages and sources
New, sent, costing, quoted, feedback, won or lost, and where it came from: email, WhatsApp, phone or entered by hand.
TERRA-310 ORDER
TERRA-310-02Live
Linked documents
The deal it belongs to and a tree of every request and document raised from it.
TERRA-310 ORDER
TERRA-310-03Live
Find it, copy it
Open an order by its number, and copy it into a new one.
TERRA-310 ORDER
TERRA-310-04Live
Add and find lines
Add a line from a button above the table, and find any line in a long order.
TERRA-310 ORDER
TERRA-310-06Live
One queue for the papers
The ERP Overview lists what needs a person and every proposal the readers prepared from suppliers' and customers' papers, to apply or dismiss.
TERRA-310 ORDER
TERRA-310-07Live
A customer's purchase order
The purchase order a customer sends is read into the order and proposed as a proforma, position by position.
TERRA-310 ORDER
TERRA-310-08Live
Sales targets
A plan per month for the whole desk, a manager, a brand or a country, against the tax invoices sent that month.
TERRA-310 ORDER