When a sale is registered as signed in the CRM, an order can be created for the sale. You can manually create an order or the system can automatically create an order for you when a sale is marked as signed.
Register orders automatically
To enable the system to create an order automatically, tap [Settings] in the left-hand menu. Then tap Automation, under Orders. Tick the Automatically register orders checkbox.
A new order will now be created for each sale that is marked as won. This applies regardless of whether the sale is signed through the signing solution or signed manually.
Create an order manually
Where can you create a new order?
You can create a new order both from the order list and from the customer card.
Regardless of where you create an order, the creation will be the same. An order must be linked to a sale, regardless of whether it is created automatically or if you create it manually. To create an order via the Order list, tap [Order], then + New order, as seen in the top right corner. To create an order from the customer card, tap [Customers] and find the relevant customer card. Tap the Orders tab, then + New order.
Create a new order
Once you have pressed + New order, you will be taken to a page where you select the customer and which sale to link the order to. Select the customer and sale in the drop-down menu, then click Create.
💡 Tip: If you have created automatic tasks, they will be visible on the order card when the order is created.
Edit an order
After you have created an order, you can make changes to the order card. For example, you can change the status or create a contact person for the order.
Delete an order
If you want to delete one or more orders, you must do so from the order list. Tap [Order] in the left-hand menu to access the order list. Tick the checkbox for the order(s) you want to delete. Tap the three dots next to + New order, then Delete selected orders. Tap Delete to permanently delete the orders.