Short Demo
Datamoto Order Management CRM
Purchase Order
Inventory
Sales Order
Field Service – Work Order Execution
Purchase Order from Sales Order
Purchase to Bills
Updating Inventory Item Cost
Inventory
Renaming or Hiding Labels
Setting Warehouse Locations
Uploading Items File
Adding Items in Inventory
Inventory Alert Setting
Inventory Transfer
Kitting or Packaging
Bill of Materials
Sales Order
Creating a Sales Order
Quote to Sales Order
Fulfilling Sales Order
Returning a Sales Order
Canceling a Sales Order
Advance Payment – Layaway Order
Pending Fulfillment
Sales Order Customer Notification – Email
Creating Purchase order from a Sales Order
Creating Packing List or Delivery Note for a Sales Order
Creating Drop Ship Purchase order for a Sales Order
Creating Drop Ship Sales Order for Vendor who sells to Client’s Clients
Field Service – Work Order
Setting Up Datamoto for Field Service
Initial Setup of Field Service
General
Beginner’s series 1: Setting and Configuration of Datamoto
Beginner’s series 2: Customers and Inventory update including CSV file upload
Beginner’s series 3: Creating quote and invoice
Beginner’s series 4: Creating recurring invoice
Beginner’s series 5: Sales Order Management
Beginner’s series 6: Purchase Order
Contacts and Reminder Management
Electronics Parts Sourcing
Purchase Order with Budget – Cost Center
Create Invoice Template, Quote Template, Order Template
Inventory and Order Management Features
