For a full diagramatic overview ofthe BusinessMan flow, please see this link: http://www.businessmancrm.com/businessman-flow/
Select the sales order processing (SOP) module from the BusinessMan main menu.
The first view you see in this module is the “All Orders” view. The progress of each order is colour-coded for ease of recognition and again comprehensive filtering is available to enable you to work with the orders you require.
The various tabs in the sale order processing indicate the status of the orders that will be displayed by making that selection.
Selecting any of the blue buttons to the left of any of the lists will take you to the detail of that order. Details of the quote can also be viewed from the order by selecting the appropriate tab stop purchase orders and other costs may be recorded against the order to give you a true cost of providing that item or service.
If this is a new order or it has been created from an existing quote, the order must be set to the ready status by pressing the ”Set Order Ready” button at the top left.
At this point we may create as many jobs as we like to fulfil the requirements of the order, providing order is not in the “Complete” state.
If items on the order are deliverable items, delivery notes may be created under the delivery details tab.
The sales order progress is managed by criteria such as the status of the customer account, whether they have credit or whether the order needs to be paid for before delivery. The order progress automatically indicates what step is required next, depending on the selected delivery criteria and the customer status.
Again, in this area we have document management available.