Guide: Create Order on Portal

Welcome to the user guide for the Create Order on Portal in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Create Order on Portal

Step 1. Setitng product for Portal channel
Step 2. check "Display Shopping cart and Products on Client portal" and check "Show Portal"
Step 3. Go to client portal -> click-> add the item to cart
Step 4. Go to Cart-> click Orderbutton
Step 5. Edit Customer details, Billing Addressand Shipping Address by click-> Enter the Note ->Select the Payment method ->click Orderbutton ==>This order is displayed in the Pending paymenttab
Step 6. Invoice isautomatically generated when submitting order -> You need to create inventory delivery voucher Processing order: Continue to do the same as step 5 ofcreate a manual order

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Create Order on Portal

Guide: Create Order on Portal

Create Order on Portal

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