💡 As an account manager, you can immediately create an order for a contact, provided that the contact is linked to a company in Douano. If the contact is not yet known as a company/customer in Douano, you can follow this 👉 guide to create a company for the contact.
For more information on creating a sales order, check this 👉 guide.
💡 Approved quotes are automatically converted into a sales order and can be found here under the 'Ordering' tab. Depending on your permissions, you can continue processing the order here.
For more information on quotes, see this 👉 guide.
💡 Orders can be further tracked both here and under Sales – Orders.