Manual order and steps
Such a problem. Made a manual order in CRM. The client did not place an order through the site. And when ordering, they immediately set the stage "Transferred for delivery"
Actually, the problem is that the goods are not written off. How to be? If I understand correctly that since the previous stage was not affected, then there was no write-off.
Order - https://vuuoksa-home.crm-onebox.com/admin/customorder/order/269/edit/
And correctly I understand, it was easier for us to make the initial stage "New Order"?
Original question is available on version: ru
Actually, the problem is that the goods are not written off. How to be? If I understand correctly that since the previous stage was not affected, then there was no write-off.
Order - https://vuuoksa-home.crm-onebox.com/admin/customorder/order/269/edit/
And correctly I understand, it was easier for us to make the initial stage "New Order"?
Answers:
1. You can switch the stage to the starting stage and go through the chain again
2. You can make a procedure, set the desired action on it and call it to work in this order
3. You can configure the bp so that you go from the current stage to the desired one and then back + delete these connections after the operation
2. You can make a procedure, set the desired action on it and call it to work in this order
3. You can configure the bp so that you go from the current stage to the desired one and then back + delete these connections after the operation
06.11.2020, 11:39
Original comment available on version: ru
Bodyako Dmitry
Employee wrote:
1. You can switch the stage to the starting stage and go through the chain again
2. You can make a procedure, set the desired action on it and call it to work in this order
If it doesn't make it difficult, tell me by method 1 and 2. I can't find it in the interface yet.
06.11.2020, 11:52
Original comment available on version: ru
1. Go to the PSU settings and connect the stages of interest with arrows. You should probably know how to do this if you work in boxing and at least once set up your PSU
2. The same PSU settings have the Procedures item. https://www.youtube.com/watch?v=TqBiFzAznEs&feature=emb_logo here is a video about them and how to use them
2. The same PSU settings have the Procedures item. https://www.youtube.com/watch?v=TqBiFzAznEs&feature=emb_logo here is a video about them and how to use them
06.11.2020, 12:31
Original comment available on version: ru
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