Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Sales Orders

• The 'Sales Order List' interface lets you view and update sales order details, including recurring invoice information, purchase order information and more.

• You can also schedule 'To Do' activities for the sales order from this interface. The activities will be reflected in the calendars of team members assigned to the sales order.

• You can create an invoice or associate an existing invoice record from an invoice details page.

• You can send emails of the sales order in pdf format.

View sales order details:

• Click 'All' > 'Sales Order' to open the 'Sales Order List' interface

• Click on a sales order to open its details page

To edit a sales order:

• Click 'All' > 'Sales Order' to open the 'Sales Order List' interface

• Click on a Sales Order's name and then the 'Edit' button at the top right of the 'Sales Order Details' interface.

OR

• Click 'All' > 'Sales Order' to open the 'Sales Order List' interface

• Place your mouse cursor over the name of a sales order to reveal the action buttons on the right side of the row.

• Click the 'pencil' icon to open the 'Sales Order' edit interface:

• See this table for descriptions of the fields in the 'Sales Order Details' interface

Activities

A 'To Do' activity is a task with a set start time and a due date. You can assign a 'to do' regarding the sales order to a staff member. For example, you may want the staff member to send it to the customer by a certain time. You can add a description in the field at the bottom. 'To do' activities will be added to the CRM calendar.

Create a 'To Do' activity :

• Click 'All' > 'Sales Order' to open the 'Sales Order List' interface

• Click on a sales order to open the sales order details interface

• Click 'Activities' from the menu on the right

• Click the '+ Add To Do' button in the activities interface.

The 'Creating New To Do' screen will be displayed:

• Enter the required details and click 'Save'.

See 'Manage Shared Calendar' for more details on the 'Event/To Do' full form.

The interface lets you do the following:

• Sales Order Details - Displays the sales order details

• Updates - View the modifications done on the sales order record

• Activities – Allows you to view and add future tasks related to the sales order

• Invoice - View and create invoices from the sales order. See Manage Calendar for more details.

See Associate Records From Other Modules To A Sales Order for more details.

Manage operations in detail view of the Sales Orders module

• Select a desired sales order record

• Click 'Edit' to modify a field information

• In 'More' select the following to,

• 'Delete Sales Order' to delete sales order record

• 'Duplicate' to create a new sales order record with similar properties

• 'Export to PDF' to export the sales order record in the default PDF

• 'Send Email with PDF to send the sales order in pdf format

• 'Create Invoice' to create the invoice related to the sales order record.