Orders

Orders tab is the place where the Sales team can keep track of the products that are needed to deliver to the customers, including:

Services(automatically fulfilled).
Hardware
Connectors

Once the Sales team successfully purchase the services for the customers in the Customer app, the order information will show on the Order tab with Pending status,

In order to change the order's status from Pending to Fulfilled, follow the steps below:

1. Go to the Product app > Select the Orders tab

2. Search the order by ID or through the list

3. Click View to take further actions

4. Tick on the service that you want to fulfill

5. Fill in the required information to Submit

Delivery Tracking Url (required)
Fulfillment Document (optional)

1. Go to the Product app > Select the Orders tab​

2. Search the order by ID or through the list​

3. Click View to take further actions​

4. Tick on the service that you want to fulfill​

5. Fill in the required information to Submit​

6. Once done, the item's status will change to Fulfilled​

1. Go to the Product app > Select the Orders tab

2. Search the order by ID or through the list

3. Click View to take further actions

4. Tick on the service that you want to fulfill

5. Fill in the required information to Submit

6. Once done, the item's status will change to Fulfilled