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Latest Release: the new ZenOrders module for the integrated management of orders in electronic format and many other important news from ZenShare Suite.

27 January 2022 By

The latest releases 13.6, 14.0, 14.1, 14.2 see the introduction of new interesting features that mark a significant increase in the performance level of all the solutions of the ZenShare Suite.

The 14.0 release with which ZenOrders was released undoubtedly deserves particular attention. This is a new module, integrated in ZenCRM (Customer Relationship Management solution) dedicated to the management of orders from public bodies of the National Health Service through NSO (Public Administration Orders Sorting Node) and PEPPOL network (Pan-European Public Procurement On- Line).

ZenOrders has added a new fundamental asset to the already present Lead-To-Cash management managed by ZenCRM, thus also offering the possibility to manage in an integrated way the entire phase relating to purchase and sale orders in electronic format, in accordance with the provisions of the new Italian legislation on public procurement.

For this purpose, we remind you that Interzen is accredited by the NSO of the PA and has obtained the qualification of Peppol Service Provider Access Point, at European level, for the receipt and dispatch of orders in electronic format.

From a more strictly functional point of view, ZenOrders allows you to:

– create a new order (for a private customer or a public body) by entering the header data and selecting the products from the catalog:  

– generate the relative XML file;

– in the case of an order from a public body of the SSN, forward the order to the Order Sorting Node, after the appropriate compliance checks;

– manage different types of orders (Simple, Complete and Pre-agreed in the case of the Public Administration);

– archive, in addition to the order, all communications between the supplier and the end customer;

– view and monitor in real time, through special dashboards, the status of all orders received.

Also noteworthy are the improvements and innovations that have affected the other solutions of the ZenShare Suite.

We list the most relevant below, but remember that it is possible to consult in more detail all the updates made to ZenShare Suite by visiting our page dedicated to the latest releases. 

ZenCRM

Release 13.6 has equipped the Agenda area with new features:

– the possibility of duplicating a appointment by re-proposing all the valorised information taken from the previous appointment, except date and time;

– for meetings that are yet to be confirmed, by selecting the ‘to be confirmed’ option, the appointment on the agenda is displayed in Red; in the event of a confirmed meeting, the appointment  retains the green color for the user who created the appointment and for the participants who accepted it, it will turn orange for the participants who have not yet accepted the meeting.

The FullCalendar library was then updated and the drag & drop functionality of calendar events was improved.

In terms of Marketing Campaigns, the goal of a differentiated management of campaigns was achieved according to 2 alternative types:

– commercial campaigns (sending information of an administrative nature)

– marketing campaigns (sending promotional and advertising information).

Release 14.1 introduced in the Opportunity Management area, the figure of Sales Support: a user with a commercial role and with the right to an economic percentage on contracts.

ZenProject

Release 13.6 in particular has improved the overall usability of the sprint detail page in the Scrum area.

With the most recent release 14.2, on the other hand, an alert has been provided that warns of the overcoming of the order end date at the same time as the opening of a case connected to an order.

ZenDMS

Release 14.2 introduced the possibility of viewing all the company resources booked in the diary and it is now possible to make company resources available only in certain pre-set time slots during the week

ZenShare Suite means continuous development of an innovative tool to support your business goals.

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Filed Under: News Tagged With: CRM, DMS, document management, electronic orders, lead to cash, NSO, Project Management, scrum, ZenShare Suite

  • Solutions
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    • ZenShare Cloud Electronic Invoice
  • Business Areas
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    • Information Management
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