Sales force, Delivery, BI Reporting Automation Solution
How can we help you today?

Tutorials

New Sales Order

How to add a New Order in Customer account ?

  • Go to the “Customer(Account)” page
  • Select customer for which you want to create the order
  • Click the “New Order” button
  • Edit quantities with the help of ‘-‘ & ‘+’ buttons or simply type in the quantities
  • Click the “Confirm” button on the top once you are finished adding products and their quantities.
  • Click the “Save” button in the pop up.
  • Click the “Signature” button to get the customer’s signature
  • Click the “Submit” button to submit the final order.