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Sales - Navigation Tiles
Sales - Navigation Tiles
Navigation Tile Heading | Description | Notes |
---|---|---|
Quotes | Orders in the Quote function. | This will show all orders with the Quote function only. |
Awaiting Action | Orders in the Needs Processing or Waiting for Check Measure functions. | This will show all orders needed a Check Measure or manual processing. |
Awaiting Approval | Orders in the Deposit Approval Needed, Discount Approval Needed or Customer Credit Approval Needed functions. |
|
Work In Progress | All orders that have been accepted but not invoiced. | This will show all orders that have been accepted, is currently in progress in job tracking/dispatch. Has not been invoiced. Doesn’t include cancelled or lost orders. |
Further Reading
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