Whether you are a manufacturer, a store owner, e-commerce manager, distributor or exporter... You can make this template work for you with just a few tweaks according to your specific needs. Then you can start adding automations and new reports to make it even better. You can create additions like PO Forms to automatically create orders or you can check out Zapier integrations for connecting your sales orders with different platforms where you receive the orders. Also you can connect your sales order with your other apps in Workiom, such as Inventory Management, CRM, Task Management, Accounting, Purchase Orders etc.
The options to streamline your order workflows are endless, start with Workiom's basic Sales Order Tracking template and start thinking about the workflows/details you can add to it.
Workiom’s Sales Order Tracking template is a comprehensive solution, designed to manage and track every detail of your sales orders, from client details to product information, ensuring a seamless and efficient sales operation.
Navigate through your sales order management process with a template that understands the intricacies of sales operations, ensuring every detail from client management to order tracking is captured and organized.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.