CRM Pipeline / Opportunity / Lead with Sales Orders / Purchase Orders / Stock Pickings and Moves / Customer Invoices / Vendor Bills Details
This app allows you to the sales manager, purchase manager, stock manager, and invoice manager to see the sales orders, purchase orders, stock pickings, stock moves, customer invoices, and vendor bills details and amounts on the CRM Lead / Pipeline / Opportunity form view as per their access as shown in the below screenshots.
- The sales manager sees the lead-related all sale orders total sales amount and sale orders on the CRM Pipeline / Lead form.
- The purchase manager sees the lead-related all purchase orders total purchase amount and purchase orders on the CRM Pipeline / Lead form.
- The account manager sees the lead-related all customer invoices and vendor bills total amount and due amount on the CRM form.
- The inventory manager sees the lead-related all delivery orders/picking, delivery stock moves, incoming receipts, and incoming stock moves.