RO App

Essential information about sales in Orderry

Sales. General Information

Learn what data is displayed in the sales table, how to manage columns, change their order, filter sales, and export data

Sales table in Orderry: columns, filters, export

Learn how to properly process sales in cases of quick offline calculations without stages, prepayments, and complex scenarios

How to sell products and services from Sales page?

Learn how to change the status of an inquiry, create a related sale, accept payment, and correctly calculate payroll

How to sell products and services from inquiry profiles?

Learn how to sell products from the inventory correctly: from selecting stock to processing payments and recording sales in the system

How to sell products on the Inventory > Stock page?

Learn how to quickly create sales of goods and services and efficiently manage them in a mobile app using clear tools and simple workflows

How to work with sales in an Orderry mobile app?

Learn how to correctly issue a refund for a product or service to a customer directly from a sale while maintaining accurate financial records

How to Process a Client Refund from a Sale

Christina

Xenia

In this section you will learn how to sell goods and services in Orderry

Sales

Instructions for deleting a sale in Orderry

How to delete a Sale?

Learn how to edit a payment in a sales transaction and what to take into account

How to edit a payment in a sales transaction?

Look for answers to the most common questions in the Sales section

Q&A (Sales)

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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