Quickly place an order, that is, the form mode, which is long used in manufacturing enterprises to directly create a new sales order. Like a new CRM order, it supports complex processes and logic, such as UI events, functions, validation rules, etc.
1. New Order
1.1 Submit order in form mode
Create a new order in the order list, details page and other quick entries (in the shopping cart, click Settle Now to enter the order submission page), the submission page will automatically bring out the customer name and default delivery address, you need to fill in the basic information of the order, and you can view the final order amount (the amount after the promotion is adapted), and click Submit after confirmation.
Web Effect:
Mobile Effects:
* Notes: When submitting an order, you can click the drop-down arrow on the right to fill in more information. If any required information is not filled, a block will be reported decisive reminder
Relevant shortcut operations can be performed on the sales order list or details page to facilitate quick business processing. Take orders as an example, such as [Purchase Again], [Create Invoice], etc.:
Web Effects
Mobile Effects:
After submitting the order, the order details page has quick view/creation of repayment, delivery record, account payment (customer account needs to be opened) and other entries, which can be operated as needed:
When the submitted order flows to the supplier side, a successful order notification will be sent to the orderer at the same time, indicating that the order has been successfully submitted and you can view the order details. The notification will be sent together with ShareCRM through the service account.
1.2 Import Order from Downstream
The list of downstream dealer sales orders has added an import entry, importing orders through orders, and quickly improving the efficiency of order placement for scenarios where dealers place a large number of orders and place orders for many products:
