Sales Creatio, commerce edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

The [Orders] section

The section contains the list of your company’s orders.The procedure for working with the [Orders] section differs for short sales.

Short sales are most commonly used in areas such as online shopping, where an operator simply registers an order and issues an invoice.

Orders enable you to create installment plans using predefined templates. You can also issue invoices and monitor the payment status of your orders. Use the actions in the [Orders] section to send orders for approval.

The order dashboards enable you to analyze the fulfillment of orders, sales manager efficiency, and other key indicators You can customize dashboards to display additional charts and diagrams.

Contents

How to create an order in the [Orders] section

Order page

The [Products] tab

The [Order details] tab

The [Delivery] tab

The [Summary] tab

The [History] tab

The [General information] tab

The [Approvals] tab

The [Attachments and notes] tab

The [Feed] tab

Product selection page

Order approval process

Actions in the [Orders] section

Analytics in the [Orders] section

How to work with an installment plan

Orders FAQ

Video tutorials

Managing orders and invoices

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