The section contains the list of your company’s orders. The procedure for working with the [Orders] section differs for short and long sales.
Short sales are most commonly used in areas such as online shopping, where an operator simply registers an order and issues an invoice.
In a long sale, an order consolidates all agreements reached at all opportunity stages, since the purchased products and delivery arrangements may change multiple times during the negotiations. For example, your customer is a large company. Initial negotiations were about purchasing a specific list of products. In the process of negotiations, the client changed the product list. An agreement about the prices and terms of delivery on the updated list of products was reached. In this case, the order can be created from the opportunity page. You can create multiple orders for a single opportunity. Each order contains a list of products and an installment plan.
Note
In Creatio, an order contains a list of purchased products, as well as the payment and shipment terms. A contract, on the other hand, contains all the legal information. For example, different installments can be paid using different bank accounts. Each installment can have a separate contact responsible for payments.
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
•Add an order based on opportunity
The [Attachments and notes] tab
•Actions in the [Orders] section
•Analytics in the [Orders] section
•How to work with an installment plan
•Add a contract based on the order
Video tutorials
