Managing orders on CRM

Order management is the process of tracking the status of orders and managing various stages to complete them. Therefore, order management plays an extremely important role in every business. This process is closely linked to the supply chain activities of the business and directly impacts revenue and company expenses. Each business can choose different forms of order management depending on the scale and nature of its business operations/store. With the Order Management feature on CRM, managing orders will no longer be a daunting task for businesses.

On LONGPHAT CRM, order management consists of three main activities: creating orders, updating orders, and managing orders.

1. Creating orders

Creating orders is essential in the order management process on CRMOnline. Basic and necessary information is always displayed fully on the order creation screen.

 

The system will automatically calculate the fees once the user enters the amount for each part of the order.

2. Updating orders on CRM

On the update interface for orders, there are various functions available: Edit order, Duplicate order, Delete order,…
Two other important functions: Payment and Print bill.

 

3. Order management on CRM

Aggregate all functions on a single management page: edit, filter, information filtering, column selection, and sort data ascending/descending by each column.
Other additional functions include: assigning caretaker (assignee), exporting Excel files, and batch delete.