Sales Orders User Guide

Welcome to the Sales Orders User Guide! This guide provides an overview of how to manage sales orders efficiently in the Sales Portal platform.

Overview

Sales orders are a crucial part of the sales process, representing confirmed requests from customers to purchase products or services. In this guide, you'll learn how to view, filter, and manage your sales orders effectively to ensure smooth order fulfillment and customer satisfaction.

Key Features

• Viewing Sales Orders: Easily access a list of all your sales orders.
• Filtering: Narrow down the list of sales orders based on criteria such as date, customer, status, and more.
• Exporting Data: Export sales order data for further analysis or reporting purposes.

Getting Started

To get started with managing sales orders, simply navigate to the Sales Orders section in the Sales Portal platform and explore the available features. Whether you're a sales representative, manager, or administrator, understanding how to work with sales orders is essential for successful sales operations.