Vedatrak Online Help

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Orders

The Orders module supports the sales process by tracking order history and organizing data for each sale, including associated costs and sell prices.

Features

  • Shared Orders
    All orders within the database are accessible to each team member.

  • Order Properties
    All orders have a set of standard properties that are included with the software. Additional custom properties may be added at your discretion.

  • Simple Order Retrieval
    All orders are linked to their corresponding contact and can be easily found within the contact's card.

  • Linked Tasks
    Each order can be linked to a task. A sales rep can assign a task for an assistant to send a newly created fax, for instance.

Orders Contents


    
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