Sales in two minutes
What Sales is, where things live in it, the words it uses — quotes, sales orders and deliveries — and the job you'll do most: entering an order.
销售订单、交付与开票——从客户点头成交到顺利回款。
What Sales is, where things live in it, the words it uses — quotes, sales orders and deliveries — and the job you'll do most: entering an order.
The onboarding walkthrough for whoever takes the orders: why a quote and an order are the same document, converting a quote that came from Pipeline, entering an order by hand, allocation and backorders, getting a delivery out of the warehouse, invoicing what shipped, and what Warehouse and Accounting see — plus asking Luma what is still waiting to ship.
打开在线演示,数据已准备就绪,您可以跟着视频进行同样的操作。