[1OFFICE] SALES MODULE UPGRADE ANNOUNCEMENT
Dear valued customers,
1Office sincerely thanks you for your trust and for using our services. To enhance product quality, we are constantly researching and developing new features to ensure you always receive the best product.
In this upgrade, we have adjusted the data fields in the Sales module to optimize the user experience and enhance flexibility and efficiency in managing orders and contracts.
Scheduled upgrade time: 17:00, August 13, 2024
Upgrade: Streamlining the Sales module
Purpose
To improve efficiency and accuracy in practical use, responding to the needs and feedback from our customers.
Change details
1. On the Create New Quotation screen
We have rearranged the information fields and form templates to improve convenience and efficiency.
Quotation Template field
- Old version
- New version
We have categorized Orders with discounts and Orders without discounts, providing more form templates to help distinguish between quotation types more clearly and in greater detail.
Quotation Type field
- Old version
- New version
The Quotation Type has been changed to a checkbox. If you check the “Quote only, without item quantity” option, the Quotation Content form will no longer have the Quantity field and will include a Discount field for you to enter.
2. On the Create New Sales Order screen
We have rearranged the information fields and form templates to make the data entry process more intuitive and efficient.
Order Template field
- Old version
- New version
We have categorized Orders with discounts and Orders without discounts, providing more form templates to help distinguish between order types more clearly and in greater detail.
3. On the Create New Contract screen
We have rearranged the information fields and form templates to optimize the user experience and make filling out the form easier.
Old version
New version
- Contract name changed to Contract type
- Added Signer field
4. On the Settings screen
We have changed the names of the information fields to optimize the user experience and make it easier to use.
Change details
4.1. Sales Settings
Old version
New version
- “% default sales of the person in charge” changed to => “Default sales % rate of the person in charge”
- “Minimum payment percentage to be eligible for sales’ changed to => “Minimum payment % rate to be eligible for sales”
- “Default commission of the person in charge” changed to => “Default commission amount of the person in charge”
4.2. Moved “Other fees, services” settings to the menu bar
Old version
New version
We have moved the “Other fees, services” settings to the menu bar for more convenient setup.
4.3. Create new contract template setting
Old version
Creating a new contract template from the general “Create new” button was not clear.
New version
We have added Create new and Export buttons directly on the Contract Template screen, making them easier to see and use.
4.4. Create new contract template form
4.4.1 Added Service rental contract type
We have added the Service rental contract type, allowing you to create service rental contracts using a standard rental form. This makes it easier to create standard contracts and ensures flexibility in choosing a contract template.
Steps to follow:
Step 1: Select Contract type: Service rental contract
Step 2: Select a suitable Contract template
Step 3: You will see the Goods, services form corresponding to the type + contract template you have selected, where you can fill in the information.
4.4.2 Edit the layout of the contract template creation form
Old version
New version
We have researched and changed the layout and position of the information fields to make it more convenient for you to use
Logic: If you select a Contract Type, the Goods and Services field will display the form corresponding to that contract type
There are 3 types of contracts
- Framework contract
- Goods and services contract
- Service rental contract
Example: If you select Framework contract then the form will display the form corresponding to the Framework contract type
4.5. Contract template list screen
Added View details and change contract Status actions when right-clicking on a contract template
4.6. Order Settings
Old version
Order templates can be enabled or disabled
New version
We have hidden the Order Template Settings feature to fix the templates, ensuring all order templates are displayed fully and consistently.
4.7. Order Status and Contract Status Settings
We have fixed the Order Status and Contract Status to ensure consistency; therefore, the function to edit these two sections has been disabled.
4.8. In the general Create New button
Old version
New version
We have hidden the Create New functions for Promotions, Sales, Commissions, and Debts on the general create new button to avoid duplication, as these functions are already available in the Reports of each type.
Note:
The feature update process is performed periodically and will not affect customer data in any way. We kindly ask our valued customers to take note of the update schedule to avoid any interruption to your business operations. For any detailed information or support, please contact us via:
- Customer Support Hotline: 1900 3313
- Email: support@1office.vn
- Live chat on the software
- Ticket
Sincerely,
The 1Office Product Development Team.
