Workspace · Sales
The Sales workspace takes the opportunity from first contact to confirmed order. Quote, apply deterministically calculated prices and margins, manage discounts with approval, and coordinate returns, all on the same governed, audited path.
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Opportunities on shared master data
Manage opportunities and their progress through stages on the unified directory of contacts, companies, and products. Every stage change is recorded as a typed action, with its history and its defined reversal.
What it solves
Quote, version, and escalate discounts for approval
Build quotes with controlled versions and revisions from the opportunity. When a discount exceeds the allowed limit, it raises a concession request that goes through the approval flow before issuance.
What it solves
The order that drives the rest of the chain
Confirm orders that reserve stock, promise delivery, and trigger invoicing for what was actually delivered. When it applies, open the return authorization (RMA) that links to inventory and to the fiscal credit note.
What it solves
Commissions calculated and carried into payroll
Calculate sales team compensation from closed orders. The resulting commission line flows to Payroll as part of the same system of record, with no recalculation in separate spreadsheets.
What it solves
Prices resolved deterministically
Resolve the applicable price from the price lists and rules in force, with margin visibility. The calculation is deterministic: no AI agent invents a price, it is resolved from the configured rules.
What it solves
From bid or no-bid to agreement pricing
Manage tenders and framework agreements from the decision to participate through partial deliveries. Agreement prices become available to price resolution, and call-offs come down as orders.
What it solves
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