Use Case examples

  • Sales Operation team updates Sales Order status, and warehouse personnel update pick status.

  • Drivers update shipment status and save proof of delivery images, automatically triggering invoicing.

  • Customer, Vendor, and Item feedback is entered by and shared between sales, purchasing, and warehouse personnel.

  • Request I/C stock usage or I/C Transfer from a chat without logging into Sage 300.

  • Approve a Customer credit limit change.

  • Request creation of a new G/L account.

  • Request and approve a purchase requisition. extra info required for web orders).