Easily place Orders for your customers via the Team Hub.
Primary Audience: All Internal Users
You can quickly and easily place orders for your customers in the Team Hub using your desktop or mobile device. This allows you to conveniently capture orders in real-time, whether in-person or over the phone.
To place an Order, follow these steps:
- Navigate to the "Orders" page of the Team Hub
- Click "Create Order" located in the upper right corner
- Input the Client Name, Account, and Location
- Select the appropriate Order Type
- Add the products individually or load products from an existing plan, quote, or order
- Note: To load products from a plan, the feature must be available through your organization's integration.
- Click "Place Order" at the bottom of the page
- Note: Depending on your organization's configuration, manger approval may be required for the submitted Order.
Integration with ERP
If supported by your organization's integration, the order will automatically be posted to your ERP, eliminating the need for double entry.
A detailed step by step video walkthrough can be found here.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.