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.

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

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

Perform quick actions from the Sales Order list or detail page for efficient processing, such as [Reorder] or [Create Shipping Order]:

After submission, the order detail page provides quick access to view/create Payment Collections, shipping records, and account payments (requires customer account activation):

When the order reaches the Supplier, a successful order notification is sent to the purchaser via service account and ShareCRM simultaneously:

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Scenario: Edit orders directly after submission (e.g., for accidental over-ordering) without withdrawal approval:

Distributors can import ShareOrder entries from the Sales Order list, significantly improving efficiency for high-volume/multi-product orders:

Scenario: Addresses order-from-contract or demand-plan requirements in healthcare/FMCG industries:

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