PL ProfitLensGCC ERP by Somar
ERP & SolutionsSales & CRMSales Collections Assist
Sales & CRM

Sales Collections Assist

Coordinate sales-team support for assigned overdue accounts without mixing follow-up with finance posting.

Open guide All modules
LiveERPGCC

Capabilities

  • Review assigned assist tasks
  • See overdue exposure and high-value accounts
  • Identify accounts that may need a visit
  • Log calls, visits, and outcomes
  • Record promise dates and amounts
  • Return follow-up context to the collections team

How it works inside the ERP

  1. Review assigned assist tasks
  2. See overdue exposure and high-value accounts
  3. Identify accounts that may need a visit
  4. Log calls, visits, and outcomes
  5. Record promise dates and amounts
  6. Return follow-up context to the collections team

Workflows

Workflows

Receivables Follow-up & Collection

Separate relationship follow-up, field activity, promises, claims, and finance posting while keeping one customer context.

Open guide →

Important scope note

This module records follow-up activity; finance posts confirmed receipts in Customer Invoices & Collections.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/sales-collections-assist/view.html
  • public/modules/sales-collections-assist/logic.js