In this tutorial, we’ll show you how easy it is to schedule an inbound order from CRM > Accounts in RazorERP!
Go to CRM, then select Accounts.
Search for an account using the filter function, then click on Schedule Inbound.
The Schedule Inbound sub-page will appear.
There are three Logistic Types:-Our Trucking-Common Carrier-Client Drop OffFor the mean time, we’ll use Our Trucking as an example.
To move to the next point, after entering all the required information, please select As A Quote.
For the specific information to enter, we suggest that you check the video below:
Once all information are entered, click on Convert to Order button at the bottom-right portion of the sub-page. (If this is to be Dispatched, click on To Dispatch button.)
Upon clicking Convert to Order, it will send email notification to the relevant people and to the client, informing them of the changes.