How to Schedule an Inbound Order from Accounts

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.
  
  

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• Search for an account using the filter function, then click on Schedule Inbound.
  
  

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• The Schedule Inbound sub-page will appear.
  
  

   

• There are three Logistic Types:
  -Our Trucking
  -Common Carrier
  -Client Drop Off
  
  For 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.