Quick Order (Form Mode) is commonly used by manufacturing enterprises to directly create Sales Orders. Similar to creating orders in ShareCRM, it supports complex workflows and logic such as UI events, functions, and validation rules.

1. Creating Orders

1.1 Submitting Orders via Form Mode

Create orders through quick access points like the order list or details page (clicking “Checkout Now” in the Cart also directs to the order submission page). The submission page automatically populates the Account name and default shipping address. Fill in essential order details, review the final amount (after Promo adjustments), and click “Submit” to complete.

Web Interface:

picture coming soon:

picture coming soon:

Mobile Interface:

Note: Click the dropdown arrow on the right to enter additional information during submission. Required fields left blank will trigger blocking alerts.

picture coming soon:

Perform quick actions from the Sales Order list or details page to streamline operations, such as Reorder or Create Shipping Order:

Web Interface:

picture coming soon:

Mobile Interface:

picture coming soon:

After submission, the order details page provides quick access to view/create Payment Collections, shipping records, and account payments (if customer accounts are enabled):

picture coming soon:

When the order reaches the Supplier, a successful order notification is sent to the buyer via service account and ShareCRM, confirming submission and enabling order details review:

picture coming soon:

Web Order Editing:

Scenario: Modify orders post-submission without approval withdrawal (e.g., correcting over-ordering).

picture coming soon:

picture coming soon:

1.2 Downstream Order Import

Distributors can import ShareOrder orders from the Sales Order list, ideal for high-volume or complex product orders to enhance efficiency:

picture coming soon:

picture coming soon:

1.3 Mid-Sales Support: Marketplace Mode Orders from Contracts/Custom Objects

Scenario: Supports industries like healthcare and FMCG where orders originate from Contracts or procurement plans.

picture coming soon:

picture coming soon:

picture coming soon: