- 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 How to install ioncube
- 3 CRM
- 3.1 Basic workflow
- 3.2 Add a product
- 3.3 Add a customer
- 3.4 Create an order
- 3.5 Sign a contract
- 3.6 Manage Contacts
- 3.7 Manage Lists
- 3.8 CRM settings
- 3.9 CRM reports
- 4 OA
- 4.1 Todo
- 4.2 Routine work
- 4.2.1 Project management
- 4.2.2 Add a project
- 4.2.3 Actions on a project
- 4.2.4 Add a task
- 4.2.5 Actions on a task
- 4.2.6 View Tasks
- 4.3 Notice
- 4.4 Document
- 4.5 Attendance
- 4.6 Leave
- 4.7 Overtime
- 4.8 Business trip
- 4.9 Reimbursement
- 5 CASH
- 5.1 Introduction
- 5.2 Basic settings
- 5.3 Add a bank account
- 5.4 Manage an account
- 5.5 Keep accounts
- 5.6 Batch keep accounts and import
- 5.7 Reconciliation
- 5.8 Report
- 6 TEAM
- 6.1 Introduction
- 6.2 Settings
- 6.3 Modules
- 7 Administration
- 7.1 Settings
- 7.2 User
- 7.3 Privileges
- 7.4 Apps
- 7.5 Email settings
- 8 Integration
- 8.1 Introduction
- 8.2 Integrate ZenTao
- 9 Customization
- 9.1 Get Ready
- 9.2 Zdoo directory
- 9.3 Find the Code
- 9.4 Database structure
Create an order
- 2016-09-01 09:05:53
- tengfei
- 1945
- Last edited by Renee on 2018-08-27 16:12:26
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.
