# 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) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://support.ordereazi.com/sales-features.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.