You can now set the delivery address directly in the order, and it automatically propagates through the workflow and to couriers, being visible to the team and accessible via a direct click in Google Maps for delivery drivers or installers.
You can now complete an order directly without it going through the workflow stages, saving time for orders that do not require processing.
Replace a line item product in a quote/order while keeping all previously entered settings (dimensions, quantity, equipment), while the system automatically filters for compatible options and recalculates values.
Quickly define a payment plan with multiple due dates, and the system instantly generates all deadlines, with balanced distributed values and automatically calculated dates, without manual calculations.
Add or modify order labels directly from the Workflow in seconds, without additional navigation, and changes are visible instantly in the list.
Associate an order with a stock transformation, and all generated documents will automatically inherit the client and remain linked to the order, providing full traceability.
Quantity, unit of measurement, and description are now visible and aligned directly in the recipe, so you know from the start how the lines will appear in the quote or order, without further interpretation or calculations.
You can limit users to a single active order in progress, ensuring focus, operational discipline, and the elimination of bottlenecks caused by uncontrolled multitasking.
The number of comments and documents is displayed directly on the tabs, so you immediately know where content exists and no longer waste time manually checking each section.
No more redoing specifications or attachments — choose what you want to pull, and information transfers instantly between Opportunity, Quote, and Order, saving time and ensuring data continuity.
→ Platform Updates Other Recent ImprovementsOptimizations and new features added to various platform modules. | ||||||
| |