en

Knowledge

  1. Home
  2. Knowledge
  3. Fixed Equipment Management plugin for RISE CRM

Order Processing

  • Last Created On Aug 22, 2024
  • 95
0 0

Step 1. After the customer successfully creates an order, the order will be displayed on the admin portal at Fixed Equipment - Orders → select a booking and go to detail page

Step 2. Select Create Invoice

Step 3. Select Create Export Stock

Step 4. Change order status to Finish
⇒ Result: asset displayed in customer portal

Views: 95

Recent Articles

  • Bulk Edit Banking Transactions
    7
  • Class Tracking for Transactions
    9
  • Debit Note Mapping
    39
  • Credit Note Mapping
    35
  • Polls vs Surveys
    35

Popular Articles

  • Warehouse
    2432
  • Item Settings
    1963
  • Plaid environment & Setup Your Bank Acco...
    1756
  • General Accounting Settings
    1665
  • Mapping Setup
    1521