SXP Employee Features
First published on 08/10/2023 at 6:54 pm
Visual Map of SXP Employee Features
|
Feature |
Description |
|---|---|
| (1) Company logo | |
| (2) Menu | Navigate to 'Reports' using the menu and pin favorites to make frequently used links easy to find. |
| (3) Breadcrumb/page title | As users navigate the site, the breadcrumb trail provides context and lets users quickly revisit recent pages. |
| (4) Dashboard | Dashboards are an essential part of SXP Employee. Out of the box, Sales User dashboards allow salespeople, sales managers, and sales executives to see relevant snapshots of company data. |
| (5) Add new lead | If enabled, you can add new 'Business Partner' leads or customers from SXP Employee. Requires a Named Sales User license. |
| (6) Customer search | Displays all customers the current sales user can place orders for. Requires a Named Sales User license. |
| (7) Place order | Allows a sales user to place an order for a customer. Requires a Named Sales User license. |
| (8) Place quote | Allows a sales user to place a quote for a customer. Requires a Named Sales User license. |
| (9) Delivery details | Displays outstanding deliveries and their signature status. Requires a Named Sales User license and advanced configuration to support signature capture. |
| (10) ?? | |
| (11) Layout view menu | If applicable, you can select saved layouts from this dropdown. Saved layouts allow for the same report to be viewed differently, as configured by the user or admin. |
| (12) Export | This button allows the current report to be exported in Excel format and saved to the user’s local desktop. |
| (13) Advanced options | If enabled, you can create, edit, or delete report layouts from this menu. |
Dashboards
See Dashboards for SXP Employee Edition
|
Last modified: 01/27/2025/9:55 pm |
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