Sales Order

The Sales Order feature on the PiCortex platform allows you to create and manage sales orders for your customers. Here's how to use the Sales Order feature to manage your sales process efficiently:

1. Create Sales Order

To create a sales order, you can navigate to the "Sales Orders" section of the platform and click on the "Create Sales Order" button. You can then enter the details of the sales order, such as the customer name, products or services sold, and the quantity sold.

2. Send Sales Order

Once you have created the sales order, you can send it to the customer by clicking on the "Send" button. The customer will receive an email with the sales order details and a request to confirm the order.

3. Track Sales Order

After you have sent the sales order, you can track its status by checking the sales order history in the "Sales Orders" section of the platform. You can see when the order was sent, when it was confirmed, and when it was fulfilled.

Tips for Using Sales Order

Here are some tips for using the Sales Order feature effectively:

• Use the Sales Order feature to manage your sales process efficiently.
• Review the sales order carefully before sending to ensure that all details are accurate and complete.
• Customize the sales order to match the specific needs of your organization.

Conclusion

The Sales Order feature on the PiCortex platform allows you to create and manage sales orders for your customers. By creating the sales order, sending it, and tracking its status, you can efficiently manage your sales process. Use the tips provided to make the most of this feature and streamline your sales management process.