In Insight CRM Inventory management, Admins can easily handle sales orders, create, track, and manage them in one place. This ensures accuracy, faster processing, and smooth operations, helping businesses boost efficiency, satisfy customers, and achieve steady growth confidently.

 

How to Add a New Sales Order

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Sales Orders from the left menu, and a new window will appear.

• Click the Add New button to open an entry form.

• Fill in the following details:

• Customer: Select a customer from the customer dropdown menu.

• Order No.: Order number generated automatically.

• Delivery Address: Enter the desired delivery address in the respective field.

• Delivery Date: Select the Delivery Date from the dropdown calendar and click the Apply button.

• Pricing Type: Select the pricing type from the dropdown menu.

• Sales Product: Select sales product from the dropdown menu.

• Price: Automatically uploaded the price.

• Unit: Enter the desired unit in the unit field.

• Total: Total price will be calculated automatically.

• Grand Total: Grand total amount shown automatically.

• Delete: If you click the delete button, the selected product is deleted automatically.

• Add Product: If you click the Add Product button opens a row to add a product. 

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Invoice Print

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Sales Orders from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Invoice, Edit, and Delete.

• If you click the Invoice button, a print option will be enabled.

• Click the Print button, and an invoice will be printed automatically.

• If you click the Back button, you will go back to the previous page.

 

 

 

 

How to Edit Sales Orders

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Sales Orders from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Invoice, Edit, and Delete.

• Click the Edit button to open an entry form.

• Fill in the following details:

• Customer: Select a customer from the customer dropdown menu.

• Delivery Address: Enter the desired delivery address in the respective field.

• Delivery Date: Select the Delivery Date from the dropdown calendar and click the Apply button.

• Pricing Type: Select the pricing type from the dropdown menu.

• Sales Product: Select sales product from the dropdown menu.

• Price: Automatically uploaded the price.

• Unit: Enter the desired unit in the unit field.

• Total: Total price will be calculated automatically.

• Grand Total: Grand total amount shown automatically.

• Delete: If you click the delete button, the selected product is deleted automatically.

• Add Product: If you click the Add Product button opens a row to add a product. 

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the field is deleted automatically; otherwise, click Cancel.