Fulfillment Manager

 

Overview: Fulfillment Manager allows the user to see contracts that have completed the fulfillment process and are ready for final review prior to invoicing.

Right clicking on a contract will display a list of options. (Overview, Modify, Inquire). You also will have the option to go to the customer dashboard.

 

The operation is visible so the user can eliminate contracts that have been invoiced. Create an operation and set it in the contract as each is completed for invoicing.

 

a.  Use the column filter to hide those contracts.

 

Data Filter

 

Selecting the Data Filter, will allow you to define the criteria when searching for contracts. You can search by trucks, trips, operation, Sales Rep and Status.