Charline Crugnola

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Articles

Recent activity by Charline Crugnola Recent activity Votes

  • Sending EDI to shipping platform (Guisnel)

    1. Logistic
    2. Customer order deliveries

    Available from version 12.0KIn Winner Bizz, you can send EDI files directly and automatically to shipping platform. This new feature enhances operational efficiency by allowing users to bypass inte...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Force order confirmation number

    1. Purchase
    2. Supplier order confirmations

    Available from version 12.0KIn Winner Bizz, you can now select the option labelled Force order confirmation number. Users will be required to enter a confirmation number when they are editing a sup...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Change the supplier in a supplier order

    1. Purchase
    2. Supplier orders

    Available from version 12.0KIn Winner Bizz, you can change the supplier in a supplier order confirmation. This is useful if you use standard catalogues when designing an option, and then wish to al...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes

  • Split supplier order

    1. Purchase
    2. Supplier orders

    Available from version 12.0KIn Winner Bizz, users can split a supplier order. This is useful if you wish to deliver part of your order to a different address from the rest of the order. For example...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • E-signature: Test environment

    1. Sales
    2. E-signature

    Available from version 12.0KIn Winner Bizz, the e-signature service provider DocuSign now provides users with a test environment. This option is manageable directly from Winner Bizz. When configuri...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • E-signature : SMS code validation

    1. Sales
    2. E-signature

    Available from version 12.0KIn Winner Bizz, the e-signature service provider DocuSign allows user to sign documents via a SMS validation code. This option is now manageable directly from Winner Biz...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Preview email and documents from the Customer follow-up and Supplier follow-up

    1. Sales
    2. Customer follow-up

    Available from version 12.0KIn Winner Bizz, the Customer follow-up gathers several documents at various stages of a project. You can now preview emails and documents directly from the Customer foll...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Send e-signature contracts into workspaces

    1. Sales
    2. E-signature

    Available from version 12.0KIn Winner Bizz, the e-signature service provider YouSign gives access to Workspace according to user or company. A workspace is a separate place on your YouSign account ...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Customer/Supplier Follow Up: Create folders

    1. Sales
    2. Customer follow-up

    Available from version 12.0KIn Winner Bizz, the Document section of the Customer/Supplier Follow-Up contains all the documents exchanged between the salesperson and the client or a supplier. It is ...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Add contact information in tasks for Google or Outlook calendar synchronisation

    1. Communication
    2. Tasks and mails

    Available from version 12.0KIn Winner Bizz, when synchronising tasks between your Winner Bizz user agenda, or work schedule, linked objects like alternatives, options or contacts information will n...

    • Charline Crugnola
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes