Sales orders feed the fulfilment and customer reports
What moves
Orders and their progress through shipping and invoicing are read for the Orders and fulfilment and Customer 360 packs.
Before you start
- Insights and Sales Orders in your plan
Step by step
- Insights administratorInsights — Business Intelligence & Apps
Installs the Orders and fulfilment pack.
You see:A report shows orders by state and the money in orders not yet shipped.
- Sales managerInsights — Business Intelligence & Apps
Uses the Not yet shipped and Not yet invoiced filters.
You see:The orders stuck between steps are listed.
Related
- Insights — Business Intelligence & Apps
- Sales Orders & Fulfilment
- Scheduled reports and alerts reach people by bell and email
- Social data in Insights
- Standards findings feed the compliance wall
- A person presses a button in an app and a manager approves in HR
- A ready-made report is installed once and read by people who see different numbers
- Connections between modules