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Orders:

  • After acceptance, the lead's information is used to create an official sales order. This order is entered into the organization's systems, triggering various actions.
    Steps:
  • Goto the CRM.
  • Then Go to the Orders Module.


  • After clicking on Orders module, user will be redirect to the Active orders tab as shown in below image.


    1. Active Orders:

  • Active orders report is manage their order processing and fulfillment operations.
  • Based on the sidebar we can easily get filter the record as per Customer and Lead year.
  • Orders are generated through leads or through creating direct orders.
  • For creating direct order please follow the below step:
  • Step : Click on the +New Order button, order creation form will get open as shown in the below image.

Enter the required details.

  • Order Title / For: Enter the Order name .
  • Booking Amount: Enter the booking amount, which is decided by management or a lead time.
  • Client Company: Select Client Company using dropdown.
  • Order Date: Specify the order date of the order.
  • Order Priority: Enter the Order Priority using dropdown.
  • Order Source: Select Order Source using dropdown.
  • Enquiry Type: Select order enquiry type using dropdown.
  • After filling all the required fields click on the Submit button. On click of submit, record will be added successfully.
  • Also we can provide non-mandatory/additional option while creating new order.
  • Reference From Partner: Select Reference From Partner name using dropdown.
  • Marketing Source: Select Marketing source using dropdown.
  • Marketing Campaign: Enter the Marketing campaign.
  • Remarks: Enter the Remarks.
  • After entering all the order details in the 'order details' tab, click on the More tab.
  • Delivery Due On: Specify the delivery due date of the order.
  • Tags: Enter the tags.
  • Open By: The user can choose "open by" from a dropdown list, as well as by default displayed login user session id.
  • Assigned To: The user can choose "Assigned by" from a dropdown menu, as well as by default displayed login user session id.
  • Manager: The user can choose "Manager" from a dropdown menu, as well as by default displayed login user session id.
  • Enquiry Details: Enter the order enquiry details.
  • To view the order details click on the eye icon.
  • Clicking the "Close order" button in infoview closes the order and moves the record to the history tab.
  • To edit/update the order details click on the pencil icon.

2. History:

  • To a comprehensive record or log of all the orders that a customer or client has placed with a business or organization over a specified period of time.
  • This record includes details of each individual order, such as order dates, items purchased, quantities, prices, payment information, and order status.
  • Based on the sidebar we can easily get filter the record as per Customer and Lead year.

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