Demo #1: Common business needs – Client, Product and Sales Orders management via dashboards, forms, lists, data import and calculations
In this demo we will show a simple scenario that is common to many businesses selling products and the same approach can be applied to service providers – we will create a new client record, a new product record and, in the end, a new sales order using the newly created client and product information.
Through this screencast, you will familiarize with Platformatica’s user interface and observe several capabilities of the platform such as:
- Secure authentification
- Visual dashboards
- Data import
Discover additional capabilities by tags, categories and video demos:
Approval management Automation Calculation Classwork SaaS Control panel CRM Dashboard ERP Fields Field settings Field types Flexibility Form General Business Homework SaaS HR Intake KANBAN List Low Code No Code Order Platformatica Showcase Portfolio Management Project Management Request management SCRUM Tags Unified data manipulation Visual board Workflow