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Sales, CRM & POS capabilities

Sales dashboards, CRM products, POS multi-UoM, refunds, and retention tools.

Sales & CRM

  • Digits Sales Dashboard — period comparison, analytics, geographic insights.
  • Digits Sales Advanced Analytics — segmentation and advanced visualizations.
  • Advanced Sale Order Reports & Analytics — deep SO analysis.
  • CRM Opportunity Product Management — products and quotations from opportunities.
  • Digits Multi Product Selection — fast multi-line product picking on SO/PO.
  • Sales Analytic Distribution — header analytic distribution propagated to lines.
  • Digits UOM in Pricelist — UoM-aware pricelist rules.
  • Digits — Inactive Customers Follow-up Tracker — inactivity tracking and re-engagement.
  • Digits Cancel Sale Order Related Task — cancel linked tasks when an SO is cancelled.
  • Digits Inter Company Rules — inter-company SO/PO automation.

Point of Sale

  • Digits POS Multi UOM Price — sell with alternate units of measure.
  • Digits POS Refund Management — refund policies and validation rules.
  • POS Receipt Enhanced — clearer receipt layout.

Website / presentation helpers

  • Digits Product Categories Showcase — animated category presentation.
  • Digits Dynamic Portal — customizable customer portal experience.

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