Introduction

The Aptean Call Plan (CAP) extension is designed to streamline and optimize the sales and purchase processes within an organization. This extension effectively manages the shipments and receipts, enabling you to schedule customer and vendor interactions, as well as coordinate shipping, receiving, and delivery timelines.

Additionally, it incorporates pertinent information for each customer and vendor in the sales and purchase pipeline. With the Aptean Call Plan extension, a structured call plan can be established, empowering sales and purchase users to efficiently engage with the list of customers and vendors associated with each order.

By using the call plan worksheet, sales and purchase personnel can easily create new orders and access existing ones that are associated with the call plan record. The Aptean Call Plan extension helps in planning, monitoring, and integrating sales, shipment, purchase, and receipt processes, making it a valuable tool for improving operational efficiency.