en

Knowledge

  1. Home
  2. Knowledge
  3. Omni Channel Sales module for Perfex CRM

Create Manual Order

  • Last Created On Jun 28, 2023
  • 267
0 0
  • Step 1. Go to Order list menu under Omni Sales module from the left sidebar.
  • Step 2. Click Create order button 
  • Step 3. In the Order manual page, fill in the required details and click Save 

    1. Select the Estimate (optional) 
    2. Select the Customer 
    3. Select the Payment methods
    4. Select the Discount type: No discount, Before Tax, After Tax
    5. Select the Sale Agent 
    6. Selec the item, enter the Quantity and click 
  • Step 4. Go to order detail -> click Create invoice button 

  • Step 5. If you are using the Inventory module, you can create  inventory delivery voucher ==> The inventory delivery voucher is automatically Approved
    Go to order detail, click Create export stock button.

    Note: If the product is not a service product (not check the "Do not update inventory numbers" option), The inventory delivery voucher is only generated when the warehouse has enough available quantities for all items in the sale order
    If the product is a service product (check the "Do not update inventory number" option), you can create inventory delivery voucher regardless of the available quantity.

  • Step 6. View shipment detail and add activity log
    In the sale order detail, click Shipment button

    You can add activity log in shipment detail page by click 

  • Step 7. Create packing list
    Go to Packing lists menu under Inventory module from the left sidebar -> Create a packing list from the above inventory delivery voucher and approve the packing list.
  • Step 8. Change shipment status to Product Delivered. Change the Delivery status of packing list or delivery voucher to Delivered or Received  → shipment status changes to Product Delivered
  • Step 9. Change order status Go to sale order detail and select a status
Views: 267

Recent Articles

  • Synchronize data from Quickbooks to RISE...
    17
  • Synchronize data from RISE CRM to Quickb...
    20
  • Updated Feature in Version 1.0.3 of the...
    26
  • Connect with Quickbooks
    22
  • Client creates Appointments and Rates Ap...
    23

Popular Articles

  • Warehouse
    1709
  • Item Settings
    1390
  • General Accounting Settings
    1202
  • Mapping Setup
    1117
  • Inventory Receiving Voucher
    986