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order_create [Solar eCRM]

Solar eCRM

Look Professional. Be Profitable

User Tools

Site Tools


order_create

Order Creation

A function for admin to create orders. Orders can be converted from quote or created as a new one.

Add Order

Quotes -> Place Order
Orders -> Add New

Order Details

Order details include sales rep, order date and quote number.

Sales Rep

  • Select the sales rep who is related to the order
  • It is a required field

Order Date

  • Select the order date
  • It is a required field

Target Installation Date

  • Select the target installation date
  • It is an optional field

Quote Number

  • Quote number / order book number /form number, etc which ever is suitable for you for reference.
  • It is an optional field


Customer Details

The admin can enter the customer details here.

Title

  • Select the title
  • It is a required field

First Name

  • First name of the customer
  • It is a required field
  • Accepts only alphabets

Last Name

  • Last name of the customer
  • It is a required field
  • Accepts only alphabets

Company Name

  • Company name of the customer
  • It is a optional field
  • Accepts only alphabets

Home Phone

  • Land-line contact number of the customer
  • It is a required field
  • Accepts only numbers

Mobile

  • Land-line contact number of the customer
  • It is an optional field
  • Accepts only valid mobile numbers

Email

  • Email of the customer must be captured. This is important for long term contact with the customer.
  • It is an optional field
  • Accepts only valid email ids


Address

The admin can enter the customer's address here.

Street No.

  • Street number of the customer
  • It is a required field
  • Accepts both numbers and alphabets

Street Name

  • Street name of the customer
  • It is a required field
  • Accepts alphabets only

Suburb

  • Suburb name of the customer
  • It is a required field
  • Accepts alphabets only

State

  • State name of the customer
  • It is a required field
  • Choose any one from the list

Postcode

  • Enter the postcode of the customer
  • It is a required field
  • Accepts numbers only


Product Details

Details of the products that customer ordered.

System Size

  • Size of the system
  • It is a required field

Inverter

  • Model of the inverter
  • It is a required field

No of Pannels

  • Number of Pannels
  • It is a required field

Watts

  • Watts of the product
  • It is a required field

Brand

  • Brand of the product
  • It is an optional field

Site Details

  • Details of the site e.g Double Storey, Tile/Pitched
  • It is an optional field


Payment Details

Details of the payment.

Order Total

  • Total price amount of the order
  • This is required field

Deposit

  • Deposit amount paid for the order
  • This is required field

Payment Date

  • Date of payment for the order
  • This is optional field

Mode of payment

  • Payment method to choose from drop down list
  • This is required field

Finance Type

  • Finance type to choose from drop down list
  • This is required field


Costs

The break down of the cost. These costs are only used for internal profit analysis.

Installation Cost

  • Cost of the installation if there is any
  • This is optional field

Cost1

  • Any other cost charges related to this order
  • This is optional field

Cost2

  • Any other cost charges related to this order
  • This is optional field

Cost3

  • Any other cost charges related to this order
  • This is optional field


Status

Status of the order need to be chosen from a drop down list. This is a required field


Identifiers

Three identifiers field for user to assign custom identifier to order.



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Call Stack
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10.0003376752{main}( ).../doku.php:0
20.02754989936act_dispatch( ).../doku.php:84
30.02785013184include( '/home/solarecrm.com/public_html/help/lib/tpl/dokuwiki/main.php' ).../actions.php:192
40.03235422296tpl_pageinfo( ).../main.php:65
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order_create.txt · Last modified: 2019/02/28 13:41 (external edit)