6. Order:
Dashboard
- Order dashboard will be shown as below image:
6.1.New Order:
- Click on the + Add New Order form to open it as per the below image.
- New Orders can be added under this tab.
- Click on Add New Order by default and the display form will open as below image.
- Once the Order is added it will display in the Active tab with their type.
1.Order Title / For: Enter the Title.
2.Net Amount:Enter the Net Amount.
3.Po Number: Enter the Po Number.
4.Client Company: Select Client Company using dropdown.
5.Group: Select Group using dropdown.
6.Order Date: Enter the Date.
7.Remarks: Enter the Remarks.
8.Group: Select Group using dropdown.
9.Marketing Source: Select Marketing source using dropdown.
10.Marketing Campaign: Enter the Marketing campaign.
11.Order Source: Select Order Source using dropdown.
12.Order Priority: Enter the Order Priority using dropdown.
13.Order Year: Select order Year. - Click on More tab, then form will get open as below image
- Once the Order is added it will display in the Active tab with their type.
1.Manager: Select the manager name using dropdown.
2.Delivery Due on: Enter the delivery due on date.
3.Assigned to: Select the assigned to using dropdown.
4.Tags: Enter the tags.
5.Open by: Select the open by using dropdown.
6.Enquiry Details: Enter the Enquiry details. - After filling all the mandatory fields click on the Submit button. On click of submit, the Service will be added successfully.
6.2.Active Order Tab :
- Created orders will be shown in Active Orders.
- On click of the View icon, users can view Order details.
- On click of the Edit icon, users can edit Order details.
6.3.History Tab:
- History tab gives the view of Previous Records that are already existing.
- One can view all data of Orders that are present & available.
- Click on the left side Menu list →Click on Sales→Click on Order→History
- Orders which are closed will get stored in the History tab.
- On click of the Order history icon, users can view task details.
