Wiki

Scale Your Enterprise

User Tools

Site Tools

mbstring extension must be loaded in order to run mPDF

versago3:sales_rep

This is an old revision of the document!


Sales Rep Solution

There are two versions of the solution that can be downloaded from the customer portal under Software>Versago-Bizweaver Template content:

  • VGO-BW Sales Rep SQL: SAP on SQL Server environment
  • VGO-BW Sales Rep HANA: SAP HANA environment.

Please refer to the sections below for more detail information on the solution.

Instructions

  • Versago database connections to vgoCommon, vgoData, and SAP must be configured before import.
  • Bizweaver database connections to vgoCommon, vgoData and SAP must be configured before import.
  • Bizweaver connections to SAP’s Service Layer must be configured before import.
  • Import the Versago package before the Bizweaver package.
  • Ensure to map the correct connections when importing the VGO and BW packages.

Leads

The following objects are included in the Leads category.

  • Opportunities: form to add opportunities.
    • BW Workflow integrates to SAP by creating an opportunity.

Sales

The following objects are included in the Sales category.

  • Quotes: allows the rep to create a quote.
    • BW Workflow integrates to SAP by creating a Sales Quote.
  • Sales Orders: allows the repo to create an order.
    • BW Workflow integrates to SAP by creating a Sales Order.

Inventory

The following objects are included in the Inventory category.

  • Inventory with Supply Details: data view shows detail information regarding inventory levels.

Dashboard

The following objects are included in the Dashboard category.

  • My Pipeline: chart shows detail opportunity value for each stage of the sales process.
  • Orders, Deliveries, Invoices and Credits: dashboard of charts the show rolling count for each category.

Home

versago3/sales_rep.1720116151.txt.gz · Last modified: 2024/07/04 14:02 by dlee