- Create sales order
- Edit sales order
- View sales order
- Signature capture on order as confirmation
The sales person login displays a list of customer accounts allocated to that particular sales person. Selecting an account immediately shows the accounts aged balances. The sales person then has the option of entering an order on behalf of the customer. Orders entered are immediately created as sales orders in EXO. The customer login provides all the sales person functionality, but is limited to showing only the customers own information.
Customer’s can view the status of existing sales orders, as they are processed through EXO, for example: Picked, Shipped, Invoiced, including freight company tracking information if used in conjunction with the i-Freight module.