New Remote Sales Portal (for tablets/touch screen)SouthWare has been busy creating better remote access for the "on-the-road" salesman.The Remote Sales portal allows a mobile salesperson to access and update SouthWare orders and manage customer relationships over an internet connection. The layout and functionality of this portal are optimized for tablet and touch screen use.Feature HighlightsHighlights of features included in the portal include:Easy tabbed access to major categories of sales-related infoEach tab maintains its state to give you multiple open desktopsStart Tab for overview and find functionsOrder status and trendsInvoice trendsTask statusPipeline statusGlobal Find/NavigateSearch by name or document numberFind includes all major filesZoom from search list to related details portalAccounts TabSummary of all accountsFind account by name or list all accountsView A/R aging for accountsAdd a new prospect recordCustomer Account PortalSummary and overviewAccess to contactsAll open orders and past invoicesSales opportunitiesTasksReceivablesService OrdersService ContractsNotes and Extended DataProspect Account PortalSummary and overviewContacts, opportunities, tasks, notes, Extended DataContact PortalSummary and overviewTasks, notes, and Extended DataOrders TabOrders summary and overviewInquire a stock itemList orders and quotes and invoicesAdd a new customerAccess an existing orderOrder EntryGeneral order header and totals infoLine item entry including search and recent customer purchasesMiscellaneous chargesShipping infoOptional signature captureOptional payment entryText entryNotes and Extended DataOptional Order Summary page (with signature) for review and/or printingService tabListing of service ordersOption to view (optional edit)Tasks tabList of tasks (open or closed) with zoom optionsOption to add new taskPipeline tabAnalysis of sales opportunities including forecast, stage funnel chart, stage analysis, and opportunity listingAnalysis tabMultiple analysis charts and lists including sales pipeline, monthly sales, and commissionsales View DocumentationView Video/DEMO
