We’ve introduced several improvements to make your sales processes clearer, more flexible and easier to manage across web and mobile.

Here’s what’s new:

📊 Clearer Sales Order totals

Sales Order details now include a clearer and more consistent summary of the main financial amounts, including the document subtotal, discounts, tax base and final amount.

This makes it easier to review the complete value of an order at a glance. See more details.

🧾 Improved tax management

You can now manage and review tax information more easily across companies, products and Sales Orders.

Define tax profiles, configure the default tax type for products and check the taxes applied to each order line and the total tax amount directly from the document summary. See more details.

🚚 Better visibility of transport costs

Transport or shipping costs can now be identified separately in the sales document summary.

The transport amount remains part of the document total, while the dedicated field provides a clearer breakdown of the final amount. See more details.

📦 Flexible Units of Measure

Products can now be managed and sold using different units of measure, such as units, boxes, packs, metres or litres.

When selecting a unit in a Sales Order, Sage Sales Management automatically applies the corresponding quantity, conversion and pricing rules, helping reduce manual calculations and prevent quantity errors. See more details.

💰 Discounts by percentage or fixed amount

Discounts can now be entered as either a percentage or a fixed amount.

For example, you can enter a negotiated discount of €100 instead of calculating the equivalent percentage. Both values remain automatically synchronized to ensure consistent order calculations. See more details.

⚙️ How to activate these features

The new Sales Order footer is available automatically and does not require any additional configuration.

All other features must be enabled by an administrator through the corresponding Sage Sales Management parameter.

If you cannot find or activate a feature, please contact your usual Sage Sales Management representative. Alternatively, you can contact the Sage Sales Management Support team for assistance.

Please note that feature availability may depend on your subscription plan, company configuration or ERP integration.

The new Sage Copilot AI agent helps you create new records and complete existing ones through a contextual, multimodal assistant that handles the heavy lifting for you. Get started by watching this short video:

🪄 Available from: Accounts, Contacts, Activities, WhatsApp Activities, Events, Tasks, Opportunities, and Orders.

🧩 True Multimodal Input: Add data by voice, text, image and/or PDF. The system combines and processes it automatically.

🌐 Built-in Internet Access: Enrich records with relevant public information from the web.

🛡️ Smart & Safe Creation: Create records easily and fill only blank fields when editing, keeping existing data unchanged.

🔀 Inconsistency Alerts: Keep your data accurate by letting the assistant notify you when conflicting information is detected.

📑 Duplicates detection: In Companies, the agent can identify potential duplicate company records.

✅ Mandatory fields: Detect any missing mandatory fields and notify the user before saving the record.

🧭 Context-Aware Operation: The agent works only within the selected section, preventing changes in the wrong place.

Click here to know more about this feature

We've redesigned the Android app main navigation to make moving around simpler, faster, and more intuitive. 

Access your most-used sections in just one tap. 

What's new?

• ⚡ Faster access to key features – Your main sections are now always visible at the bottom of the screen.
• 👆 Fewer taps to get things done – Move between areas of the app more quickly and efficiently.
• 📲 A modern mobile design – Enjoy a cleaner and more user-friendly interface.
• 🔄 Consistent across devices – A navigation experience that feels familiar whether you use iOS or Android.

Update to the latest version of the Android app to start using the new navigation experience today.

With ForceBI, our new analytics solution, you’ll have even greater control over your sales and make smarter decisions.

🔹 Build fully customised dashboards in minutes.
🔹 Share clear, intuitive charts with ease.
🔹 Focus on the data that truly matters.
🔹 Integrate your reports straight from Power BI.

💡 All your information, presented clearly and ready to act on — so you can decide with confidence, move quickly, and drive greater impact in your business.

Learn more

All the information you need to organize your daily activities and achieve your sales goals is now in one place: the new Web Dashboard. 👇 

With the new Web Dashboard, you can:

• Access all your essential metrics with just a click.
• Prioritize your upcoming tasks and opportunities.
• Save time on administrative tasks to focus on your clients.

Your day, simplified; your results, amplified.  🌟 

Learn more

Send quick replies, use templates to streamline your emails, and attach relevant files, images, or links—all from your mobile device. 

Learn more

Would you like to get more relevant results in your CRM? Now, with ForceManager’s related entity filters, you can cross-reference data between companies, contacts, activities, and more to access more useful and actionable information.

Try this new feature and optimise the way you manage your data, all with just a couple of clicks!

Read more in the Help Center

Now you can send emails to several contacts at once without leaving ForceManager. The best part? You'll receive instant notifications when a customer opens or clicks on any link in the email. 

• Customize, create templates, and track your emails.
• Transform data into decisions with open and click information.
• Centralize your efforts and accelerate your sales.

*If you don't see this feature available, please contact your Customer Success.

Learn More

Can you imagine having instant answers to most of your technical questions? All this without the need to review documentation or call the back office. With Dana AI Plus, this is now a reality.

Dana AI Plus will be your personalized business expert, thanks to prior training on your business specifications, catalogs, products, and more 🤖. You'll be able to respond faster and more accurately to your customers. Saving time and accelerating sales cycles.

Plus, with the new smart voice reporting, the days of wasting time organizing text notes and filling out lengthy forms are over. Just record a voice note with the details, and Dana AI Plus will create a structured summary, suggest next steps, and fill in custom fields 📱.

Contact your Customer Success to learn more or visit: https://www.forcemanager.com/tour/dana-ai-plus/

Version 3.69.0 of our Android app is here, and it's transforming the way professionals operate on-the-go:

🔍 Enhanced Filtering Options - Simplify campaign management by easily tracking account status for both pending and completed activities! 🎯

🗓️ New Event/Task Planning Feature - Schedule events swiftly across multiple companies on specific dates, boosting your efficiency and saving valuable time! ⏱️

🚗 Updated Calendar and Activities - Visualize your daily routes with clear driving times and distances, helping you organize your day more effectively! 🛣️

🔧 Improved All Entities Filters - Gain more control with our new filtering system, now with the flexibility to aggregate or eliminate based on your needs! 🎛️