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To search by product code in SalesOrder within Vtiger, you typically follow these steps:
- Login to Vtiger: Access your Vtiger CRM account using your credentials.
- Navigate to Sales Orders: Go to the module where Sales Orders are managed. This is usually found in the main menu or sidebar.
- Locate the Search Bar: Look for the search bar or filter options within the Sales Orders module.
- Enter the Product Code: Input the product code you want to search for. Ensure you enter the correct product code that matches the products in your database.
- Initiate Search: Hit Enter or click on the search icon/button to initiate the search.
- Review Results: Vtiger will display the Sales Orders that include the product with the matching product code.
If you encounter any issues or if your Vtiger instance has a customized interface, the exact steps might vary slightly. However, these general steps should guide you to search by product code effectively within Vtiger’s Sales Order module.
Conclusion
The different variety of the best vTiger hosting solutions available, like dedicated servers as well as shared hosting, while also offering useful guidelines for using vTiger modules of sales orders. By using all these perceptions, organizations can easily enhance their processes and increase productivity. Always choose the best Vtiger hosting solutions provider, like Infinitive Host, to meet your needs.