Easy to learn and use
Learn fast how to do things quickly
Salesorder.com is truly easy to learn and use. You just need to understand these five familiar concepts to get started and get the job done. Watch the tutorial.
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| 1. Documents - To fit your way of doing business |
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All of the documents you need to run your business are included in salesorder.com. Think of a document you need to record a transaction or get the job done, a Sales Quote, a Sales Invoice, a Cash Sale, a Purchase Order, a Bill and Expense form, a Timesheet etc. They are all easy to find and use. With just a couple of clicks you can change the way they look, email and print them.
If you're unsure or need help, every document in salesorder.com has its own easy to follow help system containing a short, crystal clear explanations about how and where it can be used.
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| 2. Actions - Just do it, no consultants, no training!! |
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Each Document has its own easy to understand, menu of relevant Actions that make it simple for you to learn what can be done and just do it.
Take Sales Quote, naturally you will find, E-Mail, Delete, Print, Edit but in its Actions menu you will find Create Sales Order, Create Cash Sale, Create Sales Invoice, Actions that you would logically expect to do with this Document. If you know the document you need then what you can do suddenly becomes obvious. Learning and getting the job done has never been easier!
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| 3. Lists - The search is over |
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Every Document is stored in a List. Sales Invoices are stored in the Sales Invoice List, Customer Records are stored in the Customer List and so on. Every List has its own built in Search function.
What's more every Document has a Find action, so you can easily discover which Sales Orders were derived from a Quote, which Sales Invoices were derived from a Sales Order etc. From each Customer and Supplier you can easily find their associated documents. Suddenly finding a Document becomes effortless.
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| 4. The Explorer - Everything is in order |
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All of the Lists are organised and instantly accessible in the Explorer. Click on the name of the List in the Explorer and you can instantly create or find a Document. Click the E on the Document you are working with and a bookmark appears on the explorer. Now you can easily navigate back to this document. Suddenly arranging, moving between and working with multiple Documents is incredibly simple.
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| 5. Memos - Nothing is forgotten |
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You can attach Memos to every Document in Salesorder.com. Using Memos you can record, what was done why, what needs to be done when, reminders, events, telephone calls, information and much more.
Salesorder.com Memos make it really easy to make sure nothing gets forgotten, the job gets done accurately and on time. Keeping detailed records has never been this easy!
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