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
The [Attachments and notes] tab
•Actions in the [Orders] section
•Analytics in the [Orders] section
•How to work with an installment plan
Video tutorials
