What do you want to learn about?

We have a range of Enterpryze Elements: simply click on the topic of choice and you’ll be taken to an on-demand webinar.

 

English Sales & CRM Expense & Finance Service Purchase Deliver & Van Sell
Español Sales & CRM Expense & Finance Service Purchase Deliver & Van Sell

 

Sales and CRM

Create new sales quotes and orders, update opportunities anytime, anywhere.

  • Application overview of Enterpryze
  • Sales management
  • Partners (suppliers and customers)
  • Sell App
  • 360 App

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Expense and Finance

Get to grips with your finances and manage your cash flow effectively to grow your business.

  • Overview – P&L, Balance sheet etc.
  • Adding a new receipt
  • Adding a copy of the receipt
  • Associating a project / customer billing
  • Billing / Age debtor / creditor
  • Sales invoicing

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Service

Easily manage key activities and daily schedules even when you’re away from the office.

  • Adding a service call
  • Add documents/activities to service call
  • Scheduling resources
  • Reviewing stock levels – committed etc.
  • Add stock transactions to service call – stock transfer + stock take

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Purchase and Stock

Easily create, approve and submit new purchase orders and requests into SAP Business One

  • Adding a purchase order
  • Sign off procedure
  • Authorisation
  • General process

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Deliver and Van Sell

Stay on schedule and get real-time updates when your drivers are on the road

  • What the delivery app is used for
  • Scheduling deliveries
  • Reviewing goods that have been delivered
  • Main differences of Van sales
  • Ordering on the go
  • Managing your business in the field