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MyPromoOffice - Sales order to job confirmation

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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