Sales & CRM

My Products

Show each sales rep the exclusive products assigned to them, the account products of their clients, and the open products available to every rep.

LiveERPGCC

Capabilities

  • Review exclusive products assigned directly or through the team
  • See the clients owned by the rep's team
  • Check account-product coverage by brand, including what has not been bought yet
  • Browse open products grouped by brand
  • Search products and clients from one screen

How it works inside the ERP

  1. Review exclusive products assigned directly or through the team
  2. See the clients owned by the rep's team
  3. Check account-product coverage by brand, including what has not been bought yet
  4. Browse open products grouped by brand
  5. Search products and clients from one screen

Important scope note

Sales credit is finalized when the invoice is issued. A product with no sales class is not credited.

Product evidence

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

  • public/modules/sales-my-products/view.html
  • public/modules/sales-my-products/logic.js