Sales & Deals

Manage every opportunity from first conversation to fulfilled order.

 


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The Sales & Deals view gives produce teams a complete workspace to track active deals, customer activity, sales status, pricing, quantities, and order progress in one place. Instead of managing opportunities across spreadsheets, emails, and disconnected systems, teams can view every deal in a structured pipeline built for produce transactions.

Each row gives users quick visibility into the key details that matter: deal status, customer, commodity, origin, quantity, pricing, and next actions. Sales teams can filter, search, update, and move deals forward without losing context.

Centralized Deal Tracking

View all active and historical deals in one organized table, with statuses that show where each transaction stands.

Produce-Specific Sales Details

Track commodities, pack styles, origins, quantities, and pricing information designed around how produce is actually bought and sold.

Customer and Partner Visibility

See the customer, supplier, or related party tied to each deal so teams always know who is involved.

Pipeline Status Management

Use clear status labels to understand whether a deal is pending, confirmed, in progress, completed or requires attention.

Fast Search and Filtering

Quickly find deals by customer, commodity, status, date, or other key details.

Quick Action from Each Row

Open, edit or manage deal records directly from the list view, helping sales teams move faster.

Connected to Operations

Deals can flow into sales orders, purchase orders, deliveries, invoices and payments; keeping sales connected to the rest of the business.

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