Alpha Sales User Guide
Complete guide for sales team members
Sales User Guide
Welcome to the Sales User Guide. This guide covers daily sales operations in Alpha Platform.
Your Role
As a sales user, you handle:
- Customer Orders - Creating and managing sales orders
- Client Relations - Managing client accounts
- Invoicing - Generating and sending invoices
- Order Tracking - Monitoring fulfillment
Daily Workflow
Typical Day
- Check new order requests
- Process pending orders
- Follow up on outstanding items
- Create invoices for shipped orders
- Update client communications
Key Screens
| Screen | Purpose |
|---|---|
| Sales Orders | Manage orders |
| Clients | Client information |
| Invoices | Billing |
| Dashboard | Overview |
Common Tasks
Creating Orders
Quick order creation:
- New order from dashboard
- Select client
- Add products
- Confirm order
Managing Clients
Client tasks:
- Add new clients
- Update information
- Track history
- Manage contacts