Why Order with FLUID?
1. Real-Time Inventory Tracking: Automatically updates inventory levels as orders are placed, providing accurate stock levels at all times.
2. Seamless Data Flow: Ensures all deal-related data, including orders and inventory, is centralized within Outfield for easy access and management.
3. Efficiency in Sales Operations: Streamlines the process of managing deals and orders, reducing manual work and potential errors.
How to Attach Orders in Deals:
- Navigate to the Deals section from your Outfield dashboard and click on the Add Deal button.
- Create or Select a Deal. Fill in the deal details, such as the lead team member, account, and stage.
- Within the deal, click on the “Add Order to Deal” button. This will open the order form where you can enter the order details.
- Fill in the Order Details
- Order Date: (optional)
- Due Date: (optional)
- Payment Term: Select the payment terms. (optional)
- Line Items: Add the products or services by selecting from the FLUID database, which will pull the available inventory.
- Once all the order details are filled in, click Save. The order will now be attached to the deal, and the inventory levels will be updated in the FLUID database, ensuring you have real-time tracking of your stock.
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