An introduction to the five key areas or panels used when entering a customer quote or order. Presented by Carly McNaughton. All data shown in the video is for training purposes only.
Video Contents (Duration 11 mins)
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- Customer Panel
- Including additional Information (the ‘i’ icon).
- Order History Panel
- Previous orders placed by the customer for a particular product.
- Product Details Panel
- Where bulk product details are entered
- Delivery Details Panel
- Includes Order Number, Earliest / Latest delivery dates and Delivery Instructions
- Miscellaneous Order Details
- Picks out details such as Lead Source, Critical / Must Go Orders and Ring Before Delivery settings
This video provides an introduction to the key areas in the quote / order entry screen.
- The layout of the panels can be configured to suit your preferences, see the ‘Save Panel View‘ video for more information on how you can switch or toggle views and save your preferences.
- For more details on how to enter product details, view ‘Add Product Details‘ video.