Keep orders and next steps in view.
Track customer orders and their connections to sales documents and related operations.
Coordinate order processing
Once the customer agrees, the team needs to know what was ordered and which operations still need preparing.
- 01
Review the order
Find items, quantities and related information.
- 02
Follow progress
Check recorded statuses and operations.
- 03
Connect the documents
Find links to quotes, shipments and invoices, depending on the modules enabled.
What you can do
Review the order
Find items, quantities and related information.
Follow progress
Check recorded statuses and operations.
Connect the documents
Find links to quotes, shipments and invoices, depending on the modules enabled.
In practice
Use a confirmed order to prepare shipping operations, then find the invoice linked to the same order.
Explore next
Shipping
Turn orders into prepared shipments.
Invoicing and payments
Keep track of invoices and payments.
CRM and sales
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