
Vital CRM
How to create customer purchase records?
1. Go to [Order] tab, then click [Add].
2. Please note red*fields must be filled when you’re creating a purchase record
3. Receipts can be uploaded through [Attachment].
4. [Share Data With] allows you to manage who has access to the purchase record you're creating.
5. Press [Add] to add more products to your purchase record.
6. When you're done, click [ Save] to complete the purchase record.
https://faq.vitalyun.com/EN/CRM#3942