Sales Order and Contract Processing with CRM Mobile Sales Online 

Purpose

This process enables a sales manager to view status on sales and contracts using a handheld device.

Prerequisites

The sales order or contract exists in CRM Enterprise.

Process Flow

Display  Sales Order

You can display specific sales orders using search functionality. You can specify the creation date, net value or account as the search criteria. 

Display Contract

You can search and display the required contracts. By default, all contracts available in the system are displayed. Hence, it is beneficial to specify the search criteria when searching for specific contracts. The display area on a handheld being limited, a maximum of five items is displayed at a time. Using a blackberry device, you can display up to eight items in a single view.  For a contract you can view the details such as the creation date, validity period, net value and the responsible persons. You can also search for the account associated with this contract.

Display Sales Analysis

You can display the sales analysis charts from the home page. You can select a pie, bar or a text chart to represent data such as the open sales orders, incoming orders and completed contracts.

Result

You can now track and monitor the sales order and contracts using the handheld or blackberry device.