How to create a Sales Order

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:

1. Create Sales Orders: Easily generate new sales orders from the mobile app by selecting customers, adding products or services, and specifying quantities.

2. Real-time Access: Sync orders with the central system, ensuring data is updated in real-time for seamless coordination between mobile and desktop platforms.

3. 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.

4. Product Catalog: Access a detailed product or service list to add items directly to a sales order with accurate pricing and inventory details.

5. Order Approval Workflow: Submit orders for review and approval within predefined workflows, improving efficiency and compliance.

6. Notifications & Alerts: Receive notifications for order status changes or approval requirements.

7. 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.