NavigateERP for African business

Setting up Navigate on the phone for your team

What each role needs - nothing else to switch on.

Steps

  1. Log visits: the role can view customers (Customers › view) or create sales documents (Sales › create). Visits that create leads also need CRM › create (and CRM on your plan).
  2. Take sales orders: Sales › create (and Sales on your plan).
  3. See the whole team’s visits and be told of new sales orders: Sales › approve (owners always).
  4. Stock alerts: Purchasing › create or Inventory › edit (owners always) - and a reorder level on the items (Inventory › Products › Reorder level).
  5. Approval notifications: the approval templates you already have (Settings › Approvals) - approvers are told when a document waits for them.

Good to know

  • Share the link to Navigate with your team and ask them to install it (see Install Navigate on your phone). Customers and items kept on each phone are limited to the first 3,000 of each, by name.