Zdoo ManualBook Info
1 About Zdoo
1.1 About Zdoo
1.2 Zdoo Features
1.3 Technical Support
1.4 Zdoo License
2 Installation and upgrade
2.1 Source Code Package 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 ranzhi 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 Administration
9.1 Settings
9.2 User
9.3 Privileges
9.4 Apps
9.5 Email settings
10 Integration(ips)
10.1 Introduction
10.2 Integrate ZenTao
11 Customization
11.1 Get Ready
11.2 Zdoo Directory
11.3 Find the Code
11.4 Database Structure

Create Order

2016-09-01 09:05:53
tengfei
2207
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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