The attached file is an explanation on how to go from a sales order to a job confirmation.
Step 1.0 – Creating a sales order
Step 2.0 – Deleting unwanted products
Step 3.0 – Adding a product
Step 4.0 – Adding a decoration
Step 5.0 – Adding sizes and colours
Step 6.0 – Adding rows for additional specifications
Step 7.0 – Ensuring information is correct
Step 8.0 – Client CRM Settings
Step 9.0 – Attaching a file
Step 10.0 – Sign off terms
Step 11.0 – Check information
Step 12.0 – Confirm order
Step 13.0 – Check information
Step 14.0 – Review and send quote
If you have any difficulty with the steps outlined in the help document, please don't hesitate to contact our help team by calling (02) 4302 0160 or via email at help@gunwebsystems.com.au
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