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Equipment Orders workflow

Posted by Gary Lavin on Jul 1, 2019 8:40:42 PM

We are building out a new process to help our clients manage equipment orders. From letting sales see where their order is at to auto generating the related service calls and auto changing the equipment order status. Your feedback is needed!

For every deal we see 3 different types of sales orders and we are trying to get feedback as to what style you use.

We see clients create one sales order per deal, one sales order per ship to location and one sales order for every host. Please let us know what your company does by entering your email and picking a selection below.

Once we get this feedback we will document a best practice set up to take advantage of our new process.

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