Welcome to Enhatch’s sales operations system. We’re excited to work with you and assist you in bringing growth to your business.
On this occasion, we would like to walk you through the main components and areas of the sales operations system to help you get started.
The operations system is designed to leverage your sales and logistics capacity by assisting you in 5 general areas of your business: sales management, inventory management, time management, client interaction and reports.
You will be able to work on those 5 areas either through the Navigation Bar on the top, or the Dashboard at the bottom, to which we will refer first.
The dashboard is designed to keep you aware of your most sensitive information and it allows you to take immediate action.
On the left-hand side of the dashboard you will see sales and inventory related information classified under 3 categories. To expand the content of each item, or to take action, just click on the [view] link under the action column to the right.
On the top right-hand side of the dashboard you have a calendar that will show you your sales-related activities for the current week, which you can expand to add appointments or see further ahead in the future by clicking on the calendar view link on the right.
At the center, you have the option to read or add relevant reminders for future actions. To add, just click on the add reminder link on the right.
Finally, if by any chance you were not able to take action on any of your reminders, they’ll keep showing in the PAST DUE Reminder Details section for your benefit.
On the Navigation Bar you will find a more complete set of tools for your activities.
The Sales Management options will cover all procedures necessary to formalize your orders and update your inventory information accordingly, whether sales orders or the purchase orders required to replenish your inventory.
On the other hand, if you’re a Supervisor, you have the option to set and to manage all company goals that might be required.
The Inventory Management tab gives detailed options to be able to accurately track and move your inventory.
The Time Management tab helps to keep record of your past, be ready for the present and organize your future activities.
Your Client Interaction options allows you to manage all contact and location information necessary to guarantee the accuracy of your sales procedures.
The Reports options will provide you with detailed information of activities related to your sales or inventory management during a certain time period.