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To export orders issued via offers from the Crm & Marketing section, navigate to Financial Management → Order Management, use the filter by order type, and choose "Offer." At this point, the system will only show orders that have been issued via commercial offer and you can . . . Continue reading...
Orders in Financial Management → Order Management can be filtered by type. These filters serve to reduce the amount of information on the screen, showing only the type of order requested. Clicking on "each order type" will bring up a drop-down menu showing the various types available: . . . Continue reading...
Entering a commercial offer To enter a commercial offer into the system navigate to CRM & Marketing → Offers and click the "Enter new offer" button. As a first step, choose the type of customer to whom the offer will be addressed between private and business, by valorizing the corresponding checkbox. Now type in at least 3 letters of the user you . . . Continue reading...