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Workcube Sales Management module offers all the functions you need to centrally manage all your sales activities end-to-end, from opportunity registration to shipment. It is the module in which all activity processes (opportunity, offer, order) required for the sale of the products in Workcube according to the special agreements and price conditions with the customers are followed. With a single click in Workcube, opportunities turn into offers and offers become orders.

Every sales personnel who is a sales module user can instantly access general and contact information about the customer, customer orders, offers given to the customer, customer-related opportunities and projects in order to provide optimum sales, consultancy and support. It enables your customers and business partners to create and track self-service orders.

Sales Management offers all the functions you need to centrally manage all your sales activities end-to-end, from opportunity registration to shipment. When there is a sales opportunity, an opportunity record is opened. Sales activities are carried out through the opportunity record until the status of the offer or order is finalized. Online access to Workcube allows the sales team to instantly access the information they need by logging into the system wherever they are, thus seizing all sales opportunities and gaining new customers. Opportunity management helps preserve corporate memory. All interactions made for opportunities that take a long time or even years to turn into sales remain recorded in the system for years, regardless of the sales employee.

Quotes, on the other hand, are the structure that is recorded in the system directly or after the sales opportunity and where product prices are presented to the customer. Offers prepared in the offer module may consist of sections such as a home page, main offer page, price quotas, sales tools, and answers to the questions of the customer to whom the offer is made. Customer-specific offers can be prepared by adding an unlimited number of additional pages to the offers.

Orders and installment orders in the sales module can be recorded into the system in conjunction with the offer or directly. Orders are price and delivery agreements for products offered to the customer. Promotions and special discounts calculated in the order detail are automatically displayed by the system. Production, purchasing and shipment orders can be created automatically from the order. Orders are fully integrated with Workcube's finance, dispatch, stock, production, product management, mobile sales and campaign modules. In this way, when an order is received, customer current account control, product stock control, discounted price calculations, product delivery from company stock, suppliers or external sources, etc. transactions can be carried out easily.

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Release Notes

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