- 1 Introduction
- 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 CRM Workflow
- 3.2 Add Product
- 3.3 Add Customer
- 3.4 Create Order
- 3.5 Sign Contract
- 3.6 Manage Contact
- 3.7 Manage List
- 3.8 Manage Supplier
- 3.9 CRM Settings
- 3.10 CRM Report
- 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 Inventory(PSI)
- 10 Flow
- 10.1 Introduction
- 10.2 Built-in Flows
- 10.3 Features
- 10.4 Examples
- 11 Ameba
- 11.1 Amoeba Management
- 11.2 Start Ameba
- 11.3 Ameba Category
- 11.4 Ameba Department
- 11.5 Expense Distribution Rules
- 11.6 Income Distribution Rules
- 11.7 Ameba Budget
- 11.8 Ameba Trade
- 11.9 Ameba Report
- 12 Administration
- 12.1 Settings
- 12.2 User
- 12.3 Privileges
- 12.4 Apps
- 12.5 Email settings
- 13 Integration
- 13.1 Introduction
- 13.2 Integrate ZenTao
- 14 Customization
- 14.1 Get Ready
- 14.2 Zdoo Directory
- 14.3 Find the Code
- 14.4 Database Structure
Create Order
- 2016-09-01 09:05:53
- tengfei
- 5631
- Last edited by MCFEY on 2020-05-18 10:20:35
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. Fllow up an order
Order history is the most basic and also very important information for sales. Sales can record communications with the customers and record it in Zdoo so to provide better service to them. Click View of an order and you can check its history.
Click Follow Up to add the communication with your contact and set a date for the next contact.
3. View and filter orders
You can filter your order and view them by clicking tabs on the navigation bar, such as "Today", "Tomorrow" etc.
4. Assign an order
When you create an order, you are assigned to this order by default. You can click "Assign" to assign orders to other salesperson.
CUSTOMERS
PRODUCTS
SUPPORT
CONTACT US
- Email: Philip@easycorp.ltd
- Skype: philip517
- Whatsapp: +86 185 6395 3295