Yes! In Borg Desk ERP, the Sales Team can create and place sales orders directly from the Sales CRM module as well as from the Inventory module. Here's how it works:

Order Placement in Different Modules:
✅ Sales CRM Module
Sales teams can convert a lead or opportunity directly into a Sales Order without switching to the Inventory module.
Useful when the sales team is interacting with a customer and needs to place an order immediately.
Steps:
  ✔Go to Sales CRM > Lead Opportunities
  ✔Select a lead/opportunity and click Convert that Lead to make it customer
  ✔Go to Manage Sales Order ----> Click to New Sales Order
  ✔Choose Customer, products, pricing, and discounts etc,
  ✔Submit & process the order    Click to lean more about placing order

✅ Inventory/Order Module
Primarily used for managing stock, approvals, and logistics after an order is placed.
Sales Orders from CRM will reflect here for processing.
Warehouse & dispatch teams work from this module.
However, Borg Desk also facilitates to place / create orders from Inventory Module too.
Click to lean more about placing order

✅Key Benefits of Sales Order Creation from CRM:
✔ Faster Order Processing – No need to switch between modules.
✔ Better Sales-Inventory Sync – Orders automatically reflect in inventory.
✔ Easy Discounts & Approvals – Apply offers directly from CRM.
✔ Improved Sales Team Productivity – Sales reps can focus on conversions without delays.

If Still any Concern or need one-to-one session with our Product Manager  Reach out to us on https://wa.me/919667916787 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

Admin

March 20, 2023

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