Process of Managing Inventory and Orders

This topic lists the tasks that sales representatives typically perform to manage inventory and orders. Your company might follow a different process according to its business requirements.

The following list shows the tasks that end users perform to manage inventory and orders:

  1. Associating Assets with Inventory Locations (End User)

  2. Recording Van Information (End User)

  3. Verifying Van Inventory (End User)

  4. Reviewing Billings (End User)

  5. Taking Retail Orders (End User)

  6. Recording Deposits (End User)