en

Knowledge

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

Order Processing

  • Last Created On Aug 22, 2024
  • 123
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: 123

Recent Articles

  • Labor Cost Calculation Guide
    166
  • Customizing Ticket Statuses in Customer...
    145
  • Convert to Invoice or Expense & Create I...
    155
  • Service Appointment in Field Service
    179
  • Work Orders in Field Service
    164

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3354
  • Warehouse
    2714
  • Item Settings
    2260
  • X (Twitter) Analytics
    2121
  • Plaid environment & Setup Your Bank Acco...
    2040