The Sales Order feature in the DreamzCMMS mobile app provides an efficient way for users to manage and process sales activities on the go. Here's a high-level overview of how it works:
Key Features:
Create Sales Orders: Easily generate new sales orders from the mobile app by selecting customers, adding products or services, and specifying quantities.
Real-time Access: Sync orders with the central system, ensuring data is updated in real-time for seamless coordination between mobile and desktop platforms.
Order Management:
- View Orders: Quickly access a list of all pending, completed, or canceled sales orders.
- Filter and Search: Find specific orders based on criteria like order date, customer name, or order status.
Product Catalog: Access a detailed product or service list to add items directly to a sales order with accurate pricing and inventory details.
Order Approval Workflow: Submit orders for review and approval within predefined workflows, improving efficiency and compliance.
Notifications & Alerts: Receive notifications for order status changes or approval requirements.
Integration: Seamlessly integrates with other modules like Inventory, CRM, and Invoicing, reducing manual entry and enhancing accuracy.
Here is a reference video:
Sales order can be created using two ways.
Open the opportunity view page from More option
Tap on 3 dot of opportunity
Select Create Sales Order
Also you can create sales order directly.
Tap on + sign at lower panel of mobile app
Select Create Sales Order
It will open up a sales order page to fill up the mandatory fields and save it. You can also select a pre-defined template if you already have it.
