The primary actions in the Order work item is to take an order, apply deals and confirm the order.
You can read the following articles for an in-depth guide to:
- Taking an Order
- Confirming and Adding Distributor Accounts
- Applying Deals
There are a number of controls you should become familiar with before jumping straight into taking orders.
- Product Search
Quickly find a product by typing part of its description, product ID, distributor ID or item number into the search bar.
- Product Filter
You can choose from the list of product groups and structures set up to filter your product list.
- Ordering Mode
- Calculate/Apply Deal
- Order Options
- Sales History