BUSINESS ROLE
Control commercial rules and keep track of sales activity across your business.
For businesses that manufacture or sell windows and doors, managing sales involves pricing decisions, commercial terms, relationships with key customers and detailed analysis of business results. Okvir.io links this information to the product catalogue, quotations and analytical reports, making it easier to manage the business.
Company settings and operational data available to owners and directors according to their permissions.
Company settings cover products, profile systems, glazing, hardware and relevant accessories. For individual products, the available constructions and dimensions can be restricted.
The catalogue can calculate prices from components and rules or use price tables for finished products. The choice depends on how the company manages its product prices.
Price lists, margins, rebates and price changes are configured for the relevant products and business relationships. When a quote is prepared, the system applies these settings together with the commercial terms for that customer.
Rules may differ for manufacturers, connected distributors and independent resellers. Owners or authorized users maintain the settings used to calculate the final price.
Company users receive access appropriate to their role in administration, sales and other available modules. Operations can therefore be carried out under individual accounts with defined permissions.
In a distributor network, manufacturers control catalogue availability and partner terms. A distributor quote and an order sent to the manufacturer remain separate business actions.
The quote overview includes statuses, issued documents and revisions. An issued document retains the prices and commercial terms captured when it was issued.
Available reports show indicators relating to quotes, customers and sales activity. Their scope depends on enabled functions and user permissions.
Who sets the rules, who creates quotes, and who works in the workshop or on site? We will show what each role in your business can see and do.
