Release - 2023.02

March 16, 2023

Backoffice (Desktop Version) Check out all the new features that Sales Journey brought for the month of March:

• New filter in listings;• New configuration in Sales Order;

• Commercial Hierarchy update;• Optimization in custom fields filling;

• More interaction in Tasks functionality;

• Ease and speed in creating a Sales Order;

• All customer information in one place;

• Exceptions in Lock Objects.

New Filter in ListingsThe Customer and Opportunity Management listings now have a filter in the Hierarchy column, allowing for faster searching.

Opportunities and Customers Screens

New Configuration in Sales Order

Now, through the Transactional item in settings, it's possible to select which of the other Sales Order Types should be the default. The selected item is identified by a flag icon.

Settings Screen/Transactional - Sales Order Type

New Feature in Commercial Hierarchy

The new feature allows for the creation of limit rules to restrict the creation of a client in a city or state that is outside the permitted coverage area for the seller.

Commercial Hierarchy Screen - Applying Limit Rules

Optimization in Custom Field Entry

Now, custom fields are located in the Additional Data tab, both for creating and editing a new client, as well as for creating and editing an opportunity.

Telas de Clientes e Oportunidades

Enhanced Interaction in the Tasks Functionality

The "Notify by Email" feature is now available when creating a new task. Once created, an email is sent to the user with an attachment, allowing them to create a new event in their calendar.

Opportunities Screen - Tasks

Ease and Speed in Creating Sales Orders

Filling out the Sales Order has become easier and faster. Now in Sales, the user will find the button - Select the customer, through which opens a search screen, allowing to search for the customer through general, fiscal, and contact data. The search result allows selecting which delivery address to use if the customer has more than one. Upon selecting the desired customer, the user returns to the order with the customer information automatically filled in a card. If the user wishes to change the customer, simply select the Pencil to redo the search and select another one. In the upper right corner of the order screen, it is possible to change the responsible person and also the type of sales order.

Sales Screen

All customer information in one place

When accessing the details of a customer, the user will find the Summary tab, through which they can access general, fiscal, contact, indicators, and sales history information. Some information has a copy button, which, when selected, copies the information so that it can be pasted wherever desired. It is also possible to select the address, email, and WhatsApp items, where they will be taken to their destinations, meaning that selecting the address will open your map application, and the same action applies to email and WhatsApp.

Customer Screen - Summary Tab

Exceptions in Lock Objects

In the Fields tab, it's now possible to create exceptions for the desired fields so that they do not trigger a lock when changed. To add one or more exceptions, simply include the desired fields.

Lock Object Screen - Fields Tab

App (Mobile)
1 - Optimization in filling out custom fieldsIn Clients, both in creation and editing, custom data is located in the Additional Data tab. In creating an opportunity, custom fields are located right after the General Data; to edit it, simply go to the opportunity details, under General Data, and select the Edit option.

2 - Ease and speed when creating a new sales orderNow, in the Cart, users will find the "Select the customer" button while filling out the data. Through it, users can search for the customer using general, fiscal, and contact data. The search results allow selecting which delivery address to use if the customer has more than one. Once the desired customer is selected, users return to the order with the customer information automatically filled in a card format. If users wish to change the customer, they can simply select the Pencil icon to redo the search and select another one. In the top right corner of the order screen, users can change the responsible person and also the type of sales order.

3 - All customer information in one placeWhen entering a customer's details, users will find the Summary tab, which provides access to general, fiscal, contact, indicators, and sales history information. Along with some information, there's a "copy" button, which when selected, copies the information for pasting elsewhere. Users can also select items such as address, email, phone, and WhatsApp, which will lead them to their respective destinations; for example, selecting the address will open the map application. The same action applies to email, phone, and WhatsApp.

Telas de Clientes e Oportunidades
Tela Carrinho - Pedido de venda
Customers
Rafael Tobias

Product Designer - Sales Journey

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