Bundles & Configurations, Workflows

A growing organization needs are different than a smaller business. As your products as well as team size grow it becomes extremely difficult to ensure that everyone is following same set of rules. WorksLeader comes with a host of built-in features that allows you to create complex product catalogs. It also ensures that the entire organization conform to some uniform set of rules and any deviations generate notifications to the appropriate people in the company.


Many products require customers or sales reps to configure before it is actually bought / sold. A desktop can be one example where customers may have varying needs like RAM Size, Hard Disk capacity etc. WorksLeader Configuration module allows you to create configurable SKU’s that can then be quoted upon or customers can create their own configurations on the eCommerce Store. Learn More


Product bundling is one of the most effective marketing strategies: Bundle a few products together, offer them at a discount and watch the sales go up! However bundling is not all about just improving sales: Product grouping is a common technique for creating complex products, kits and assemblies that consist of multiple parts. These parts may need to be stock-managed individually, bundled in multiples, and in some cases, they may need to have their own, configurable attribute and quantity options – or even be entirely optional.Learn More

Approval Workflows

It is critical that organizations are able to control and check documents or transactions which goes from one organization to another for accuracy as well as completeness. WorksLeader workflows can help you automate your business processes, making them both more consistent and more efficient. The WorksLeader Approval workflow lets you route transactions (Quotes, Carts, Sales Orders, Purchase Orders) to one or more people for their approval.Learn More

Upsell / Cross Sell

Ability to Upsell / Cross Sell is critical for the success of any business. Many a times there are possibilities of an add on sale or you may not have a particular item requested but have other items that works as well and you may want to give options. WorksLeader Upsell / CrossSell functionality is designed to help enterprises do more with WorksLeader and enable them to provide the best possible combination to their customers. Learn More