📌 This feature is available for Start, Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
In Sage Sales Management, you can register all the orders you need and link them to your companies to track their progress.
This article provides detailed information on:
How to access Orders in Sage Sales Management?
Once you log in to Sage Sales Management, to view or manage your orders, click on the "Orders" module located in the side menu.
What is an order details?
From the orders menu, you can filter and sort your orders by any field in the order header: status, date, customer, opportunity...
By accessing the order details, you can see the order details and also access orders linked to a company or an opportunity via the orders widget within the company or opportunity record.
Using the status review, you can quickly determine the status of each order.
Clicking on Change Log allows you to easily check the user, status, and date for each modification.
What do I see in an order details?
Note: Marking an order as "won" does not decrease the stock value of the products sold in that order. The stock field in Orders is primarily informative and does not affect the order status. You can even add more units to the order than are available in stock.
From the mobile app
From the mobile app, you can view the same information as on the web: general details including the order name, total amount, order status, validity date, owner, related company, rate, and currency.
You can also filter and sort this information by any field in the order header.
You can also access orders linked to a company or opportunity from their respective records.
At the bottom of the order record, you’ll find information about the included products, with the unit price and quantity of each product. You’ll also have the option for the customer to sign the order.
Additionally, you can navigate through the different tabs in the order record: information, documents, and reports.
From the Documents tab, you can manage the order’s attachments. You can add documents in any format (Word, PDF, Excel, etc.), as well as view and download them.
In the Reports tab, you’ll find the order sheet available for download or preview before signing. If you have a customised report for your orders, you can view it in this tab.