Converting Purchase Order to Project Task with single button click, transfer all important and compatible data. Configurable in settings.
Converting Sale Order to Purchase Order/RFQ with single button click, transfer all important and compatible data. Configurable in settings.
Converting Sale Order to Project Task with single button click, transfer all important and compatible data. Configurable in settings.
Create Account Invoice from POS (Point of Sale). Configurable in Settings. Get track on created Invoice's from POS dashboard.
Create Purchase Order/RFQ from POS (Point of Sale). Configurable in Settings. Get track on created PO's from POS dashboard.
Create Quotation/Sale Order from POS (Point of Sale). Configurable in Settings. Get track on created SO's from POS
Allows to converting records and transferring data between Purchase Orders and Project Tasks. Configurable in settings.
Allows to converting records and transferring data between Sale Orders and Project Tasks. Configurable in settings.
Allows to converting records and transferring data between Sale Orders and Purchase Orders . Configurable in settings.
Product field in Task form.
Converting Project Task to Sale Order/Quotation with single button click, transfer all important and compatible data. Configurable in settings.
Converting Project Task to Purchase Order/RFQ with single button click, transfer all important and compatible data. Configurable in settings.
Default Tasks for Project based on created Templates. Compatible with other third-party customizations.
Default Order lines on Purchase Order creation based on templates.
Default Order lines on Sale Order creation based on templates.
Sale order field in Purchase Order/RFQ form
Reference Salesperson (User) to Purchase Order/RFQ.
Automatically change Salesperson/User on Order Status change. Configurable in Sale Settings.
skype widget
Additional fields in Employee form, such as Skype, Facebook, LinkedIn, Freelancer. Click on Skype field to launch instant Skype Chat with filled username in it.