Keep scrolling and take a look at the new features made available in Revive in August!
Easily enter sales quotes in the Sales Module. Enter all necessary information, including number, order type, collection, salesperson, customer information, ship to information, and more.
- Sales - Goal Board - Add/Edit Sales Goals
On the Sales Goal Board within the Sales Module, you can now add and edit sales goals in dollar amounts by month.
- Sales - Reps – Enhancements
Enhancements have been made to the Representatives feature of the Sales Module, including adding fields to enter mobile phone, email, and website information, and adding tabs to the dialog.
- Sales - Quote to Order - Pull in Additional Header Fields
When converting quotes to orders, it now pulls in additional header fields from the quote to supplement the order information.
- Sales - Added Sales Territories
Sales territories has been added to the Sales Module.
Loads can now be deleted from the load list within the Shipping Module. Click on the “Actions” button next to the load and select “Delete” from the drop-down list.
New features coming next month:
- Dispatch Lists
- Part Tickets
- Production Stations & Area Displays
- And more!