We are currently updating our site; thank you for your patience.

CRM Customers

Sales Orders

You can view, download, print and/or email Sales Orders for your Customers in CRM.

However, Sales Orders are created in BPO only.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

To access your customer-specific list of Sales Orders, you will first need to navigate to the Customer Dashboard (Customer Home page).

  1. In the Dashboard (Home page),
  2. Click on the Customers tile.

  1. The Customers listing page will open.

Search for and Select the Customer

  1. You can use the Page Reference field,
  2.  the Filter Row or
  3. the Filter Text Box to search for your customer.
  4. Click on the selected Customer icon in the View column.

  1. The Customer Dashboard (Customer Home page) will open.
  2. Click on the Orders tile.

The Orders for [selected customer] listing page

  1. The Orders for [selected customer] listing page will open.
  2. All of the Orders linked to this customer will be displayed (even ones where you are not the Salesman).
  3. The Order Status and Order Status Description can be viewed (e.g. I = Invoiced Order, N = New Order).
  4. Each Order Value can be viewed.
  5. The Currency of each Order can be viewed.

Search for and Select an Order

  1. You can use the Page Reference field or the
  2. Filter Row or the
  3. Create Filter Row functionality to search for a particular Order.

View, Download or Print Customer Order

  1. In the Order No. column, click on the blue number of the Order that you wish to View, Print or Download .

  1. The Report Viewer and Emailer page will open.
  2. The selected Order will be displayed.
  3. Here you can Download the Order and/or
  4. Print the Order.

Email Order

  1. Click on the expand icon [ + ] on the Email Document tab.

  1. The Email Document frame will be expanded.
    Check and/or add the following details, as necessary:
  1. To: Either click in the field and select the preferred contact from the list, or type in the contact email address.
  2. Cc: Here, you can add other email recipients, if applicable.
    • Either click in the field and select customer contacts from the list, or type in additional addresses as noted above (separated by a semi-colon and a space).
  3. Subject: This field will auto populate with Sales Order but you can edit this, if required.

Add an Attachment

You can add other documents, as attachments, if required.

  1. Attachments: Click on Browse.

  1. The Open screen will pop up.
  2. Search for and select the file you wish to link to this Order.
  3. Click on Open .

  1. The file will now be attached to the email.
  2. You can delete the attachment if required by clicking on either of the Delete icons.

  1. Type a relevant message in the Message body.
  2. The Message tool bar can be used to customise your email message.
  3. Signature: If you have a Signature configured in CRM - your Signature will pull through here, otherwise the Company default CRM mail signature will pull through.
  4. Click on the Send icon.

  1. A message box will pop up informing you of the status of the sent email.
  2. Click on Back .

  1. You will return to the Orders for [selected customer] listing page.
  2. Select another Order to View, Download, Print or Email, if required.
  3. Click on the Customers icon to return to the Customer Dashboard (Customer Home page).
  4. Click on the CRM icon to return to the Dashboard (Home page).