Most Liked Features
Explore Related Transactions
We built the process trail history so that users could explore forward or backward on any process linked to a transaction , view the summary of the linked transactions or drill down to the detail
It provides a 360 degree view of everything related to the transaction, without leaving the screen.
For example ,on any of the sales process screens you can check the order , deliveries towards the orders, invoices, revenue receipts, Sales returns, Credit notes and more. The process trail would be available on all the available transactions , so if you are revenue receipts , you would know which invoice , dispatch , sales order it pertains to.