1. Business Use Case Examples

• Sales Representatives:
  After identifying customer purchase needs, sales reps can directly place orders via the mobile app and track the entire approval process. Performance metrics are updated in real-time.
  During order creation, the system supports flexible Discount and Promotion strategies (e.g., customer retention, win-back scenarios). Sales reps can apply discounts within their permissions, including product-level or order-wide discounts.

• Order Administrators & Finance Teams:
  Receive pending order approval notifications on mobile devices for timely processing, improving approval efficiency.

• Warehouse Staff:
  Get real-time order fulfillment notifications via mobile to expedite shipping and enhance order processing efficiency.

• Sales Directors & Executives:
  Access real-time sales data to monitor business performance.

2. Sales Order Details

2.1 Sales Order Views

2.1.1 Preset Scenarios

• All:

  • Records owned by the current user or their subordinates.

  • Records where the current user or their subordinates are part of the Related Teams.

  • Records requiring approval by the user’s assigned Roles (e.g., “Order Finance” role approving submissions from designated Departments).

  • Records shared via “Data Permission Management” rules (e.g., shared with the user, their department, or user group).

  • Records under “My Responsible Departments.”

• My Responsibilities: Orders owned by the current user.

• Participated by Me: Orders where the user is part of Related Teams.

• Responsible by My Subordinates: Orders owned by the user’s subordinates.

• Subordinates Participated: Orders where subordinates are part of Related Teams.

• Shared With Me: Orders shared via “Data Permission Management” rules.

• My Responsible Departments:

  • Records where the user is the head of their primary department.

  • Records where Related Teams’ primary department matches the user’s department.

  • Note: Visibility of subordinate data is determined by “CRM Settings > Rules > Basic Settings > Superior Data Access Scope.”

Notes:
- CRM Admins can view all data.
- Voided records are visible only to CRM Admins.

2.2 Sales Order Operations

2.2.1 Creating a Sales Order

• Methods:

  • Manual Creation:

    • Entry points:

      • [Sales Order] list page.

      • [Account], [Opportunity], [Contract], or [Visit] detail pages under the [Sales Order] tab.

  • Copy Existing Order: Via the “Copy” option on the order detail page.

  • Import: See Import Guide.

• Key Fields:

  • Add Products: Select from the product catalog. Edit discounts, Sales Price, and quantities based on regional or tiered pricing strategies. Custom fields (e.g., product discounts) can be configured under CRM Management > Field Management > Sales Order > Product Fields.

  • Shipping Address: Pulled from the Account’s “Address Management,” with the default address auto-filled.

  • Fixed Approval Flow: Predefined workflows trigger automatically upon order submission. Configure via Approval Flow Management.

  • Flexible Approval Flow: Legacy feature (deprecated). Manually assign approvers (e.g., “Order Admin,” “Finance”) during order creation.

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2.2.2 Flexible Approval Flow

• Note: This legacy feature will be phased out. Use Approval Flow Management instead.

• Process:

  • Approvers receive notifications via “CRM Alerts > Pending Sales Orders.”

  • Approve: Proceeds to the next step or completes the flow.

  • Reject: Returns to the first node, marking the order as “Rejected” for revisions.

• Key Points:

  • Only “Confirmed” orders contribute to “Total Order Value” and allow shipping.

  • Orders can be referenced by related objects regardless of approval status.

2.2.3 Reassign Approver

• Scenario: Reassign pending approvals due to role changes (e.g., employee turnover).

• Conditions: Order status is “Pending Approval” in Flexible Approval Flow.

• Permissions: Current approver.

• Entry Point: Sales Order detail page.

2.2.4 Recall

• Scenario: Withdraw an order from the next approver.

• Conditions: Order status is “Pending Approval.”

• Permissions: Owner, owner’s manager, Related Teams with “Read/Write” access, or shared parties with “Read/Write” rights.

• Entry Point: Sales Order detail page.

2.2.5 Confirm Shipment

• Scenario: Warehouse confirms order shipment.

• Conditions: Order status is “Confirmed.”

• Permissions: Owner, manager, Related Teams with “Read/Write” access, or users with “Confirm Shipment” permission.

• Entry Point: Sales Order detail page or “CRM Notifications > Orders to Ship.”

2.2.6 Confirm Delivery

• Scenario: Customer confirms receipt.

• Conditions: Order status is “Shipped.”

• Permissions: Same as “Confirm Shipment.”

• Entry Point: Sales Order detail page.

2.2.7 Common Operations

• List Actions: See List Operations Guide.

• Add Sales Activity: See Sales Activity Guide.

• General Actions: Reassign owner, add Related Teams, print, import/export, edit, void, or delete. See Common Operations.

• Collaboration Tools: Forward, Calendar, reminders, calls, emails. See Common Operations.