Zdoo ManualBook Info
1 About Zdoo
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  Basic Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contacts
3.7  Manage Lists
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Reports
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Flow
9.1  Introduction
9.2  Feature
9.3  Example
10 Ameba
10.1  Amoeba Management
10.2  Start Ameba
10.3  Ameba Department
10.4  Ameba Category
10.5  Expense Distribution Rules
10.6  Income Distribution Rules
10.7  Ameba Budget
10.8  Ameba Trade
10.9  Ameba Report
11 Administration
11.1  Settings
11.2  User
11.3  Privileges
11.4  Apps
11.5  Email settings
12 Integration
12.1  Introduction
12.2  Integrate ZenTao
13 Customization
13.1  Get Ready
13.2  Zdoo Directory
13.3  Find the Code
13.4  Database Structure

Create Order

2016-09-01 09:05:53
tengfei
2679
Last edited by Renee on 2019-08-12 11:12:50

Once you have a customer, you can start to use "Order" to track it. You can create, assign, check, close and activate an order.


1. Add an order

Login Zdoo, click "CRM"->"Order" and click "Create". In Zdoo, one customer+one product=one order.

Note

If the customer and the product that is relevant to this order have not been created, check the Create box and you can create one instead of going to Customer/Product page to create it.


2. Communication of an order

Order history is the most basic and also very important record. Sales can record communications with the customers and record it so to provide better service to them.


Go to CRM->Contact and you will see all the orders. Click Record in Actions to record the communication with the contact.


You can choose a contact to communicate with this time and set time frame for next contact.


3. View and retrieve orders

You can retrieve your order list by clicking tabs on the navigation bar, such as "Today", "Tomorrow" etc.



4. Assign an order

When you add an order,  you are assigned to this order as default. You can use "Assign" to assign orders to other sales. 

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