Vital CRM
Application and operation of order management

Our [Order] function keeps track of customer order, customer purchase behavior, order frequency, analyzes purchase data to discover popular products and filter VIP customers from inactive customers.

[Two features of Order]

1. Add new products.
2. Add customer order record.

1: How to add new products?

(1) Go to [Settings > Data > Product]


(2) Click [Add] and fill out the required fields, then click [Save] to add your new product. (Please note red*fields must be filled)



2: Create customer order records

(1) Go to [Order] tab, then click [Add].
(2) Fill out the fields. Please note red*fields must be filled.



(3) Receipts can be uploaded through [Attachment].




(4) When done, click [Save] to complete the purchase record
 

Two features of Order (Refer to FAQ) 1. Add new products. 2. Add customer order record.
https://faq.vitalyun.com/EN/CRM#3938