What it does
This module extends the Sales module by enriching Sales Orders and Sales Reports with business profile
information of the customer.
Key Features
- Auto-populate customer business data on Sale Orders based on the corresponding customer profile
- Industry
- Business Type
- Employee Size
- Enterprise Scale
- Ownership Type
- Improve Sales Reports with enhanced filtering and segmentation by:
- Industry
- Business Type
- Employee Size
- Enterprise Scale
- Ownership Type
Use Case:
This module helps sales teams analyze customer profiles, segment markets, and tailor sales strategies based
on business characteristics.
Compatible with multi-company setup.
Editions Supported
- Community Edition
- Enterprise Edition
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