Managing Client Orders in CRMLeaf: Creation and Tracking Guide

In CRM Leaf, Orders represent confirmed purchase requests from clients. An order contains essential details such as the client’s information, billing and shipping addresses, products or services being purchased, pricing, and the total cost. This module helps your team manage and track sales efficiently, ensuring smooth communication with clients and accurate record-keeping.

How to Add a New Order?

To create a new order, follow these steps:

•  Navigate to the Orders section in your CRM dashboard.
• Click on the Create Order button.
• You will then be directed to a form with the following fields:

Order Fields Explained

• Order Number:A unique identifier for each order. This is typically auto-generated by the system.
• Client:Select the client placing the order. If the client is not listed, ensure their details are added to your CRM’s client database.
• Billing Address:The address associated with the client’s billing or payment information.
• Shipping Address:The address where the items will be delivered. This can be the same as the billing address or different.
• Add Shipping Address:Click this option to input or select a shipping address if it differs from the billing address.
  Project:
• (Optional) Link the order to a specific project if applicable. Useful for tracking orders related to ongoing or one-time projects.
• Generated By:Indicates which user created the order in the CRM.
• Status:Choose the current status of the order (e.g., Draft, Confirmed, Shipped, Delivered, Cancelled). This helps in tracking the order’s progress.

Order Items

• You must add at least one item to the order.
• Click on Add Item to include products or services. Specify the quantity, price, and other item details.

Pricing Summary

• Sub Total:The total amount before any discounts or taxes are applied.
• Discount:You can apply a fixed or percentage-based discount to the order if applicable.
• Tax:Enter applicable taxes based on your local tax policies.
• Total:The final amount the client needs to pay after discounts and taxes.
• Client Note:Add any special instructions, notes, or messages intended for the client.

Export Order

• Once the order is created, you can export it as an Excel sheet by clicking the Export Order button.
• This generates a Microsoft Excel (.xlsx) file with all the order details for sharing, record-keeping, or reporting purposes.
• This feature ensures that your sales process remains organized, professional, and easy to manage.
• Every order recorded in CRM Leaf helps build better client relationships and streamlines your team’s workflow.