Need a way to view all of your sales documents at one time? Do you want to see the status of each open order? SalesPad offers just that!
The Sales Monitor is an easily accessible module within SalesPad that allows users to view the status of each open order.
Choose to view orders all on one tab
Or choose to view orders by their Document ID
Filter out orders by Sales Representatives
Adjust Security features on a user Group basis to allow:
- Batch Totals to show
- Cost to show
- Document Totals to show
- Gross margin to show
- Document ID groups to show
- To specify which Document IDs are visible on the Sales Monitor
- To specify which warehouses are visible on the Sales Monitor
View a grid of your open orders per Document ID and status (also easily exported into Excel!)
View only one Document ID and Status at a time
Or view several Document IDs and their Status at a time.
Completely customize your view by adding and removing columns of data on your Order grid.
Drill down to the Sales Document, Customer Card, or even Sales Representative through links already created in the Order grid
Contact us to learn more about the full line of Dynamics ERP and CRM software and how it work with SalesPad.