One customer record. One order record. Every commercial document.
Role-isolated CRM, duplicate-customer approval, professional documents, approval control and audit history.
Upcoming Follow-ups
Workflow
Documents are generated from versioned snapshots, so historical prices and customer details never change later.
Customers
50 customers per page
| Company | Website / Email | Country | Owner(s) | Price Level | Next Follow-up | Last Contact | Status |
|---|
Follow-up Center
Reminders show what to follow up and the latest material/contact recorded for that customer.
Global Sales Center
Customer local time, recommended follow-up windows, upcoming public holidays and live currency conversion in one workspace.
Customer Contact Time Settings
For countries with multiple time zones, select the customer’s actual city/region time zone.
Currency Converter
Uses the ERP exchange-rate cache and retrieves a current rate when needed.
Upcoming Public Holidays & Major Events
Use this to avoid follow-ups during local holidays or plan contact before customers leave the office.
| Date | Day | Holiday / Event | Local Name | Type | Follow-up Advice |
|---|
Package Size & Weight Estimator
Choose a construction family and enter the target screen size.
Import & Screenshot References
Keep the original screenshot as evidence, then confirm the structured fields.
Packaging Master
Filter reference records. Estimated records are excluded from future estimator training to avoid compounding estimation errors.
| Family | Model / Size | View | Primary Package | CBM | GW | Source | Version | Reference |
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| Series | Item / Model | Size / Fabric | Distributor | Cost | Unit N.W. | Unit G.W. | Unit CBM |
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Projection Screen Size Calculator
Calculate screen diagonal, width and height for common projection aspect ratios, with metric and imperial conversions.
Input
Result
Dimension Conversion Table
All values are calculated from the same visible image dimensions.
| Dimension | Meter (m) | Centimeter (cm) | Millimeter (mm) | Feet (ft) | Inch (in) | Feet + Inches |
|---|
Common Aspect Ratios
Historical Prices
| Date | Product / Model | Size / Fabric | Qty | Unit Price | Incoterm | Source | Sales | Notes |
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| Order No. | Date | Customer | Sales | Total | Margin | Status | Approval |
|---|
Customer-Specific Priority, Design & Terms
Price-Book Header / Top Content Editor
Priority controls prominence/order only. Recommendation is controlled separately per product series. Country color guidance is advisory; the customer's own brand should take priority.
Category / Series Order
Move important products to the top; section numbers are regenerated automatically from the final visible order. Priority remains separate from Recommendation.Generated Revisions
Duplicate Customer Access Requests
Pricing / Margin Approvals
| Title | Category | Documents | Required | Enabled |
|---|
| Name | Username | Role | Active | Last Login |
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| Time | User | Action | Entity | ID | IP |
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