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Rover Sales
4 min read
Rover Sales extends Rover ERP with tools for managing customer relationships, opportunities, quotes, and sales orders from any device.
Recent Enhancements
- Customer & Prospect Management – faster global contact search and filtering for large databases.
- Activity Tracking & Tasks – simplified logging of calls and follow-ups directly from a customer record.
- Quoting & Sales Orders – quotes created in POS automatically appear here for follow-up or conversion.
- Pricing and Promotions – standardized pricing matrix applies complex discounts without manual calculation.
- Sales Dashboards and KPIs – role-based BI dashboards show pipeline status and recent quotes.
- Order to Cash Process – take deposits via Rover Pay and track shipment and invoice status in one place.
Customers Overview
The Customers workspace in Rover ERP serves as the central command center for managing all aspects of your customer relationships, transactions, and operational history. With a single, browser-based screen, users can view, edit, and take action on every important customer detail—from contact info to invoices, sales history, opportunity tracking, and beyond.
Key Sections & Tabs
1. General Customer Information
- General Info: Display and edit the Customer ID, company name, main phone, and registration date.
- Mailing Address: Edit primary address and validate with one click.
- Core Details: Access codes, terms, shipping fees, account manager, tax group, and credit settings.
2. Tabs for Deep Customer Insight & Action
Ship To Addresses
- Manage multiple shipping destinations for a single customer.
- Quickly add or edit addresses as business needs change.
Contacts
- Maintain an unlimited list of contacts (name, title, email, phone, roles).
- Assign contacts to specific functions (purchasing, AR, technical, etc.).
Contact Log
- Track every interaction: emails, phone calls, notes, and follow-ups.
- Provides an audit trail of account management and support communications.
Credit Cards
- Securely store customer payment cards for easy invoicing and sales transactions.
- Manage expirations, preferred cards, and compliance (PCI, etc.).
Deal Sheet
- Record and view customer-specific pricing, terms, rebates, or incentives.
- Centralize all special arrangements for sales and AR to see.
Change History
- Full audit log of every change to the customer master record.
- See who changed what, when, and why—for compliance and data integrity.
Attachments
- Store related documents: contracts, compliance files, certificates, tax forms.
- Drag-and-drop upload for fast document management.
Opportunities
- Instantly see all sales opportunities tied to the customer.
- Drill into each opportunity for pipeline status, probability, assigned rep, and expected close date.
- Update or manage opportunities right from the customer record.
Quotes
- View every quote created for the customer.
- Track quote status (open, sent, accepted, lost) and link to related opportunities.
- Generate new quotes or duplicate past ones from this tab.
- Quotes & Orders
Orders
- Access full sales order history for the customer.
- Check order status, shipment tracking, fulfillment dates, and line item details.
- Quickly launch new orders or view/edit existing ones as needed.
RMAs (Return Merchandise Authorizations)
- Manage returns and after-sale service requests.
- Track RMA status, receipt of goods, and resolution for customer satisfaction and warranty compliance.
Accounts Receivable
- See outstanding invoices, open orders, payment status, and customer’s credit utilization.
- Immediate visibility into AR balance, credit holds, and risk messages.
3. Business Intelligence, Integrations, and Actions
- Dashboard Widgets: At a glance, see current balance, open orders, credit messages, and account health.
- Role-Based Access: Each tab or field is visible only to those with permission (e.g., AR for finance, credit cards for accounting).
- API & Extensibility: All tabs and data are available via API for integrations with other systems or custom reporting.