Imaging Services Sales Tools Management Tools Integrated Solution  
  Home >> Sales Tools >> What is Product Presenter: Additional Capabilities
  Sales Tools   :::   Product Presenter  
What is Product Presenter: Additional Capabilities
Order Entry

A completed financial plan can be exported in a format suitable for upload into various order entry systems.

  • Leverage the efforts of seasonal planning – reduce order entry efforts.
  • Concluding buy confirmation convert customer plans into an Order.
  • Quickly, easily export your customer order from Product Presenter, sync with your.
  • Order entry system to convert your plan to an order .
Export

Product Presenter allows you to create custom Excel Reports once you have created your plan. There are several Excel Report formats available, and users have the ability to specify which fields to include in each Report.

Key features include:

  • Excel Reports with Product Images.
  • Planning down to the Door and Size level.
  • Planning based on Deliveries.
  • Summary totals and segment totals.
Import
Creating plans from a list of products created externally in a tool like Microsoft Excel is easy with the Import feature. Choose from a standard import template provided or configure your Import routine to read from specific Excel layouts using preference settings.

<< Back
What is in the Plan?
What is in the Catalog?
Additional Capabilities
Implementation
Ongoing Seasonal Support
System Requirements
 
  About Us  
:::
  Contact Us  
:::
  News  
:::
  Support  
:::
  Login  
:::
  Sitemap  
© Copyright Oswego.Group. All rights reserved.