Have you already set up Zoho CRM Plus and Cloudprinter.com applications and added one or even several products? It's time to create your first order!
- To create the order open the Purchase Orders tab.
- Press the + button on the top right corner of the page.
- Here you have to fill in the Subject (name of the order), Contact Name, Vendor Name (Cloudprinter) fields, and choose the Cloudprinter shipping level.
- Fill in the Address Information.
- Scroll a bit down to find the Product Details section and press on the Add Line Items title.
- You can find your product by Product Name or Code and set the Quantity and another product to the order by pressing the + button. After that press Add Products.
- After that, you can check products in order, and press Save to create order.
- Now you can send the order to print by pressing the Post order to CP button.
- The order was posted.