Sales
LiveBuilt and workingWhat this area doesTheir own words, from the product scope4 capabilities
The account manager's screen: the whole book measured against the rate each account's own ledger sets, the calls that need making today with the evidence behind them, and the outcome recorded against the account.
- The call list, built from the order book rather than typed by a person
- Every account measured against its own twelve month ledger, not against last week
- Open quotes, silent accounts and credit stops on one list
- Sales orders and telesales on one deterministic pricing engine
Built and reachable now: The sales desk, Orders on the account. Everything else in this area is stated as a plan, never as a working screen.
Where it sits in their planTheir delivery phases, Product Scope ch. 47Phase 1
0Discovery and architecture
1Operational foundation
2Multi-depot warehouse management
3Live fulfilment and delivery
4AI forecasting and purchasing
5Quoting and commercial intelligence
6Multichannel and white-label
7TapStation and advanced AI
Sales lands in phase 1, operational foundation. The whole plan on the front door