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Order Management

Order Management for Customer Service Agents, Manufacturers' Representatives, and Dealers

A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Creating customers, quotes and sales
A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Closing a Sale
Using Order Flags and the Flag First Configs Option
Order Management Guide
Adding Dealer and Outside Rep Logins
External Agent Access Levels
Printing and Emailing Quotes and Sales

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