Order Entry in the Operations Portal

This video provides a walkthrough of the basic order entry process in the Operations Portal. We will demonstrate how to efficiently create and manage customer orders, from initial customer search to final order submission. Whether you're new to the system or need a refresher, this step-by-step explanation covers essential features including customer search, order creation, item selection, delivery details, pricing, and integration with ERP systems. The process is designed to be user-friendly while maintaining detailed record-keeping and customer communication capabilities, making it an invaluable tool.