Managing Orders with Agency Simplifier: The Order Dashboard #
Effective order management is essential for maintaining a streamlined workflow and ensuring customer satisfaction. Agency Simplifier’s Order Dashboard offers a comprehensive suite of tools to manage, track, and analyze your orders efficiently. Here’s a detailed guide on how to navigate and utilize the Order Dashboard.
Creating an Order on Agency Simplifier #
Efficiently creating and managing orders is a cornerstone of successful business operations. Agency Simplifier’s intuitive platform makes it easy to create new orders, ensuring a seamless experience for both your team and clients. Here’s a step-by-step guide on how to create an order using our system.
Step-by-Step Guide to Creating an Order
- Initiate a New Order:
- On the Order Dashboard, click the “Add New Order” button. This button is typically prominently displayed to facilitate easy access.
- Enter Client Information:
- Select an existing client from the client list.
- Add Order Details:
- Select Services: Choose the products or services the client is ordering from your catalog.
- Save and Review the Order:
- Click the “Submit” button to create the order. This action will save all entered details and generate an order summary.
- Review the order summary to ensure all information is correct. Make any necessary adjustments before finalizing the order.
Assigning Orders to Team Members on Agency Simplifier #
Efficient order management often requires collaboration among team members. With Agency Simplifier, you can easily assign orders to specific team members, ensuring accountability and streamlined workflow. Here’s a step-by-step guide on how to assign orders to team members using our platform.
Step-by-Step Guide to Assigning Orders
- User can assign order by two ways
- Click on the + icon in the “Assign To” column of the order page.
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- Or by selecting eye icon view button in the “Action” column.
- When click on the eye icon view button, an order info page will be displayed.
- Click on the change status:
- Click on the change status in the order info page.
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- select “Assign To” options.
- Select Team member
- A staff dropdown menu will appear listing all available team members.
- Select the team member you want to assign the order to from the dropdown list.
