Managing your customers
CustomersCentrally manage your customers
Add, edit, archive CustomersAdd, edit, archive your customer's details.
Order HistoryA view all sales orders.
Creating and Editing Sales Orders
Customer's billing addressA Customer's billing address details (to be displayed on invoices)
Customer's delivery address/esAll delivery addresses for a Customer.
Customer ContactsA view of all Contacts within an Customer account.
Customer SettingsEnable settings for Sales Orders.
Collaborate over a CustomerCollaborate with stakeholders, over a Customer, and keep all relevant information in one location.
Sales Order OverviewSales Orders explained
Sales Order DetailsThe details of a selected Order.
Collaborating over a Sales OrderCollaborate with stakeholders, over a Sales Order, and keep all relevant information in one location.
Sales Order ChecklistsUse Checklists to prioritise and track items that need to be completed
Linking Orders to a Sales OrderLink Sales and Purchase orders to establish relationships
Sales Order TimelineView the history of changes made to the Sales Order
LabelsCreate Labels to label or tag jobs with particular information.
Sales Order statuses and action buttonsSales Orders statuses and options explained.
Sales Order TrackingLine Item Status to track Submitted Sales Orders more granularly
DrawingsAdding drawings to Sales Orders (this is additional functionality that needs to be requested)