> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/sales-features.md).

# Sales Features

- [Dashboard](https://support.ordereazi.com/sales-features/dashboard.md)
- [Sales Snapshot Widget](https://support.ordereazi.com/sales-features/dashboard/sales-snapshot-widget.md)
- [Projects Widget](https://support.ordereazi.com/sales-features/dashboard/projects-widget.md)
- [Top Performers Widget](https://support.ordereazi.com/sales-features/dashboard/top-performers-widget.md)
- [Invoices vs Paid Widget](https://support.ordereazi.com/sales-features/dashboard/invoices-vs-paid-widget.md)
- [Staff Target Widget](https://support.ordereazi.com/sales-features/dashboard/staff-target-widget.md)
- [My Workspace](https://support.ordereazi.com/sales-features/my-workspace.md)
- [Workspace Export](https://support.ordereazi.com/sales-features/my-workspace/workspace-export.md)
- [Bulk Operations](https://support.ordereazi.com/sales-features/my-workspace/bulk-operations.md)
- [Projects](https://support.ordereazi.com/sales-features/projects.md)
- [New Project](https://support.ordereazi.com/sales-features/projects/new-project.md)
- [Import into Project](https://support.ordereazi.com/sales-features/projects/import-into-project.md)
- [Payments](https://support.ordereazi.com/sales-features/projects/payments.md)
- [Details](https://support.ordereazi.com/sales-features/projects/details.md)
- [Requests](https://support.ordereazi.com/sales-features/projects/requests.md)
- [Project History](https://support.ordereazi.com/sales-features/projects/project-history.md)
- [Documents](https://support.ordereazi.com/sales-features/documents.md)
- [Quote](https://support.ordereazi.com/sales-features/documents/quote.md): All information relevant to quotes in OrderEazi.
- [Create Quote](https://support.ordereazi.com/sales-features/documents/quote/create-quote.md): Step-by-step guide to creating a quote in OrderEazi:
- [Review Quote](https://support.ordereazi.com/sales-features/documents/quote/review-quote.md)
- [Document Languages](https://support.ordereazi.com/sales-features/documents/document-languages.md)
- [Products](https://support.ordereazi.com/sales-features/products.md)
- [Import Products](https://support.ordereazi.com/sales-features/products/import-products.md)
- [Filling in the Import Product Template.](https://support.ordereazi.com/sales-features/products/import-products/filling-in-the-import-product-template..md)
- [Simple Inventory Management](https://support.ordereazi.com/sales-features/products/simple-inventory-management.md)
- [Product Client Restrictions](https://support.ordereazi.com/sales-features/products/product-client-restrictions.md): The Product Client Restrictions feature lets you control which clients a product is available to. When restrictions are set, the product is hidden from projects belonging to other clients - giving you
- [End Users](https://support.ordereazi.com/sales-features/end-users.md)
- [Clients](https://support.ordereazi.com/sales-features/clients.md)
- [Import Customers](https://support.ordereazi.com/sales-features/clients/import-customers.md)
- [Filling in the Client Import Sheet](https://support.ordereazi.com/sales-features/clients/import-customers/filling-in-the-client-import-sheet.md)
- [Statements](https://support.ordereazi.com/sales-features/clients/statements.md)
- [Suppliers](https://support.ordereazi.com/sales-features/suppliers.md)
- [Import Supplier](https://support.ordereazi.com/sales-features/suppliers/import-supplier.md)
- [Supplier Import Sheet](https://support.ordereazi.com/sales-features/suppliers/import-supplier/supplier-import-sheet.md)
- [Reports](https://support.ordereazi.com/sales-features/reports.md)
- [Back Order Report](https://support.ordereazi.com/sales-features/reports/back-order-report.md)
- [Commission Report](https://support.ordereazi.com/sales-features/reports/commission-report.md)
- [Cost Price Tracking](https://support.ordereazi.com/sales-features/reports/cost-price-tracking.md)
- [Courier Report](https://support.ordereazi.com/sales-features/reports/courier-report.md)
- [Daily Metrics](https://support.ordereazi.com/sales-features/reports/daily-metrics.md)
- [Daily/Weekly/Monthly Sales](https://support.ordereazi.com/sales-features/reports/daily-weekly-monthly-sales.md)
- [Order Profit Detail Report](https://support.ordereazi.com/sales-features/reports/order-profit-detail-report.md)
- [PowerBI Reporting with OData](https://support.ordereazi.com/sales-features/reports/powerbi-reporting-with-odata.md): OrderEazi Central provides a built-in OData endpoint that lets you connect business intelligence tools like Microsoft PowerBI directly to your data. This gives you the flexibility to build custom repo
- [Supplier Spend Report](https://support.ordereazi.com/sales-features/reports/supplier-spend-report.md): The Supplier Spend Report shows line-item level purchasing data - what was bought, from whom, and at what price.
- [Sales Report](https://support.ordereazi.com/sales-features/reports/sales-report.md)
- [Sales Per Industry/Rep](https://support.ordereazi.com/sales-features/reports/sales-per-industry-rep.md)
- [Settings](https://support.ordereazi.com/sales-features/settings.md)
- [Workflow Manager](https://support.ordereazi.com/sales-features/settings/workflow-manager.md)
- [The Default Workflow](https://support.ordereazi.com/sales-features/settings/workflow-manager/the-default-workflow.md)
- [Setting up additional workflows](https://support.ordereazi.com/sales-features/settings/workflow-manager/setting-up-additional-workflows.md): Workflows make sure that your team are completing the tasks necessary to avoid issues when working through a project and ultimately building customer satisfaction.
- [Custom Validations](https://support.ordereazi.com/sales-features/settings/workflow-manager/custom-validations.md): This functionality enables users to build custom validation processes in third-party applications such as n8n.
- [Organization Setup](https://support.ordereazi.com/sales-features/settings/organization-setup.md)
- [General Settings](https://support.ordereazi.com/sales-features/settings/organization-setup/general-settings.md)
- [Document Appendices](https://support.ordereazi.com/sales-features/settings/organization-setup/document-appendices.md)
- [Advanced Settings](https://support.ordereazi.com/sales-features/settings/organization-setup/advanced-settings.md)
- [Exchange Rate Management](https://support.ordereazi.com/sales-features/settings/organization-setup/exchange-rate-management.md)
- [Email Sending & Domain Verification](https://support.ordereazi.com/sales-features/settings/organization-setup/email-sending-and-domain-verification.md)
- [Manage Users](https://support.ordereazi.com/sales-features/settings/manage-users.md)
- [Users](https://support.ordereazi.com/sales-features/settings/manage-users/users.md)
- [Roles](https://support.ordereazi.com/sales-features/settings/manage-users/roles.md)
- [Groups](https://support.ordereazi.com/sales-features/settings/manage-users/groups.md): Grouping users into groups that define their specific functionalities, limitations, and interactions within the OrderEazi ecosystem.
- [Edit User](https://support.ordereazi.com/sales-features/settings/manage-users/edit-user.md): Depending on your permissions you can edit your own profile and other users profile
- [Data Management](https://support.ordereazi.com/sales-features/settings/data-management.md)
- [Industry Manager](https://support.ordereazi.com/sales-features/settings/data-management/industry-manager.md)
- [Brand Manager](https://support.ordereazi.com/sales-features/settings/data-management/brand-manager.md)
- [Reporting Group Manager](https://support.ordereazi.com/sales-features/settings/data-management/reporting-group-manager.md)
- [Category Manager](https://support.ordereazi.com/sales-features/settings/data-management/category-manager.md)
- [Tags](https://support.ordereazi.com/sales-features/settings/data-management/tags.md)
- [Quote Reject Reasons](https://support.ordereazi.com/sales-features/settings/data-management/quote-reject-reasons.md): Quote Reject Reasons let you define a standard list of reasons for rejecting a quote during the review process. Instead of relying on free-text input, reviewers select from a predefined set of reasons
- [Product Behaviors](https://support.ordereazi.com/sales-features/settings/data-management/product-behaviors.md)
- [Global Search](https://support.ordereazi.com/sales-features/global-search.md)
- [Pricing](https://support.ordereazi.com/sales-features/pricing.md): Price Lists
- [Global Price List Rules](https://support.ordereazi.com/sales-features/pricing/global-price-list-rules.md): Price List calculator
- [Linking Suppliers to a Price List](https://support.ordereazi.com/sales-features/pricing/linking-suppliers-to-a-price-list.md)
- [Deliveries](https://support.ordereazi.com/sales-features/deliveries.md)
- [Delivery Notes Section](https://support.ordereazi.com/sales-features/deliveries/delivery-notes-section.md)
- [Branches](https://support.ordereazi.com/sales-features/branches.md): Branches allow you to divide your organisation into distinct operational units, each with their own users, warehouses, currency, addresses, and pricing configuration.