Order Follow-up
Set follow-up dates and comments on sales and purchase documents — with due follow-ups surfaced directly in the Busines 360 Role Center so nothing gets missed.
Funksjoner
- •Follow-up details on documentsMark orders and blanket orders for follow-up, then record a date, an optional code and a comment of up to 200 characters.
- •Follow-up list in Business 360See documents marked for follow-up in the Business 360 Role Center, sorted by follow-up date.
- •Reusable follow-up codesMaintain codes with descriptions and apply one code to multiple selected documents from the document list.
Beskrivelse
Order Follow-Up gives your sales and purchasing teams a simple, structured way to keep track of documents that need attention. Set a follow-up date on any sales or purchase document, add a comment to describe what action is needed, and the follow-up appears in the Business 360 Role Center — ready to act on.
Documents marked for follow-up are shown in the Business 360 Role Center list, ordered by follow-up date. The app provides a straightforward way to keep follow-up details with the document; it does not create tasks or send reminders.
It is lightweight by design. There is no complex workflow or separate system to manage — just a clear reminder tied to the document, visible from the Role Center where your team already works. Nothing falls through the cracks and everyone knows what needs to be done and when.
Kommersielt og oppsett
Brukt i caser
Denne appen er ikke knyttet til noen caser ennå.