Sales
This category contains articles describing Comarch Mobile application
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Configuration of features
- Assigning item flags in Comarch ERP Enterprise
- Adding attachments in Comarch ERP Enterprise
- Adding, verifying, and exporting item stock levels in Comarch ERP Enterprise
- Defining item weights in Comarch ERP Enterprise
- Creating item categories and assigning items to category structures in Comarch ERP Enterprise
- Export and import of objects between Comarch Mobile and Comarch ERP Enterprise
- Adding promotions in Comarch ERP Enterprise
- Attributes in Comarch ERP Enterprise
- Contact persons in Comarch ERP Enterprise
- Tax assignment in Comarch ERP Enterprise
- Logic for downloading and updating documents in Comarch Mobile
- Downloading historical documents – Configuration
- Creating and assigning relationships in Comarch ERP Enterprise
- Synchronization of sales appointments in Comarch ERP Enterprise and Microsoft Outlook
- Preselling
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CRM
- Private
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Sales appointment
- Available calendar views
- Calendar options
- Get Directions option
- Filtering actions
- Scheduling a sales appointment in the calendar
- Scheduling a sales appointment without a start time
- Scheduling a sales appointment without an appointment template
- Completing a sales appointment
- Completing a sales appointment without an appointment template
- Discontinuing a sales appointment
- Deleting and rejecting sales appointments
- Rescheduling an appointment
- Completing appointment elements
- Sales appointment element – Document registration
- Sales appointment element – Other
- Sales appointment element – Travel
- Filtering customers when adding a sales appointment in Comarch Mobile Sales