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Sale Custom Checklist
The Sale Custom Checklist app streamlines and enhances sales order management by allowing users to create customized checklists. These checklists help track task progress through stages such as "Completed," "Cancelled," and "Deleted."
Features
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Features
Custom Checklist for Sale Orders
1. Custom Checklist for Sale Orders The core feature of the Sale Custom Checklist app allows users to design personalized checklists for each sale order. This flexibility ensures that every step in the sales process, from initial customer contact to order fulfillment, is tracked.
Manage Checklist Stages
The app allows users to organize tasks within a checklist into different stages such as "Completed," "Cancelled," or "Deleted." This functionality makes it easier to manage tasks and maintain clarity on the status of various activities.
Percentage-Based Task Progress Tracking
With this feature, users can monitor the progress of each task in a sale order using a percentage-based system. This visual tracking helps sales teams stay on top of their tasks and identify any delays early on.
Screenshot
1.) Configuration Screen
Navigation : Configuration → Sale Checklist
2.) Quotation Checklist Button
In the quotations view, click on the Checklist button to access and manage the sale checklist.
3.) Checklist Task Management
Within the checklist, tasks are displayed in different states: New, Completed, or Cancelled. You can mark a task as complete by clicking the Check icon, or cancel it by using the Cancel icon.
4.) List View with Progress
View the completed percentage in the List View. Filter checklists to display Completed or Uncompleted tasks.
5.) Kanban View
See the progress of each checklist in the Kanban View with a visual progress bar showing task completion in percentage.
User Guide
