Sales Request General

The Sales Request module within the EDI system facilitates the creation, approval, and management of sales requests.

It enables users to initiate requests, track their progress, and ensure a structured review process through workflows. This module integrates with various functionalities, including approval dashboards, detailed views, and settings customization.

Module Functions

  • Create Sales Request: Allows users to create a new sales request, including beneficiary selection, priority setting, due date assignment, and attachment uploads.
  • Settings Configuration: Enables customization of sales request behavior, including item selection options, expense type management, and storage provider selection.
  • Approval Workflows: Defines the structured approval process for sales requests, ensuring compliance and proper authorization.
  • Dashboard: Provides an overview of sales requests, filtered by organization unit and permission.
  • Sales Request Create: Guides users through the process of initiating a sales request with required details and attachments.
  • Sales Request Details: Offers a detailed view of submitted sales requests, including status tracking and workflow actions.
  • Sales Request Settings: Covers customization options for managing sales requests, including general settings and attachment handling.
  • Workflows: Defines the approval workflow for sales request creation and updates, ensuring a structured review and compliance process.
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