Sales Manager — Orders guide
Decide the calls the desk cannot make.
Decides what the desk cannot: approves or refuses a return, signs off the refund, approves a price below the floor, confirms an order on the clerk's behalf. Reads every order, and raises one when the desk is busy.
What you will be able to do
- Read every order, every customer
- Approve or refuse a return, and sign the refund
- Confirm an order on the desk's behalf, or raise one yourself
What this role can and cannot do
| Can | Cannot |
|---|---|
|
|
4 steps, each one carried out in the product on .
Read the whole desk #
Where Sales Orders
- Open Sales Orders.
- Click the Total column's heading to put the largest orders first.
You should see Every order and every customer, with the tiles that filter them.
Decide a return on its own page #
Where Sales Orders » Returns » the return
- Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
- Type the e-mail address your administrator set up for you, then your password.
- You land on the app launcher: a grid of the apps your company uses.
- Click the Sales Orders tile.
- Open the order, the Returns tab, the return number.
- Approve or Reject; after the warehouse receives the goods, enter the refund and Complete & refund.
| Field | What to put in it |
|---|---|
| Refund amount | what goes back to the customer |
| Refund method | bank transfer, credit note… |
You should see The status chip moves Pending → Approved → Processing → Completed. A completed return drafts the credit note in accounting by itself.
Watch out Completing the return drafts a credit note against the order's invoice; the accountant books it.
Raise an order yourself #
Where Sales Orders » New order
- Press New order (top right of the list).
- Fill it in exactly as the desk does: customer, products, Create Order.
You should see The same form the desk uses, with you as Responsible.
Worth knowing Change Responsible to the clerk who will look after the order.
See every return waiting for your decision #
Where Sales Orders » Returns
- Open Sales Orders » Returns.
- Press Waiting for a decision.
- Click a return to approve or refuse it.
You should see One list of the returns still to approve or refuse, from every order, with the customer, the reason and how many items are coming back.
Use cases — the work, step by step
Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.
weeklyA customer wants to send goods back #
The desk raises the return; you decide it; the warehouse receives it; you sign the refund — four people, one page.
Open the order, its Returns tab, the return number.
Sales Orders » Returns » the return — verified: the control is offered; the control is offered; the page says “Complete & refund”; no “changed_mind” anywhere on the page Read the lines and their condition; Approve or Reject.
Sales Orders » Returns » the return — verified: the control is offered; the control is offered; the page says “Complete & refund”; no “changed_mind” anywhere on the page Once the warehouse has pressed Goods received, enter the refund amount and method and press Complete & refund. Accounting drafts the credit note.
Sales Orders » Returns » the return — verified: the control is offered; the control is offered; the page says “Complete & refund”; no “changed_mind” anywhere on the page
The desk does most of the typing; you make the decisions it cannot — returns, refunds and prices below the floor.