Schedule a follow-up activity for salespeople after full delivery.
Block SO confirmation when customer receivable exceeds credit limit.
Block SO confirmation when any line has discount exceeding threshold %.
Block SO confirmation when untaxed amount exceeds threshold. Manager must approve.
Automatically archive draft and cancelled quotations older than 90 days
Escalate sale orders past their delivery commitment date.
Allows to create revisions of original document by clicking on new revision button. It creates a new document, linked to the first one, with revision n + 1.
Auto-tag partners with 2+ confirmed sales orders as 'Repeat Customer'.