# Your CRM, part 4: orders, and your agent using the CRM

> Take orders with sizes and a live total, move them from new to delivered, cancel with the stock returned, and let your agent take orders on calls.

Source: https://vaakyo.com/tutorials/crm-orders

0:00 / 1:51

# Your CRM, part 4: orders, and your agent using the CRM

Vaakyo

CRM · 1:51

 Audio: English   Off 

## Chapters

1.   0:00 Orders: what customers bought, from the console or from a call with your agent. Let's take one for a customer on the phone. 
2.   0:09 Search the catalog and add the products. For each one choose the size and colour, and the quantity. Prices come from your catalog. 
3.   0:20 The total adds up as you go. Choose the customer, the delivery address for cash on delivery, and your own order fields, like gift wrap. 
4.   0:31 Place the order. The stock is held right away, so nobody else can buy the last piece meanwhile. 
5.   0:38 As it moves, update it: confirmed, shipped, delivered, and the payment once it's paid. 
6.   0:45 If a customer cancels, cancel the order. Its stock goes back to the catalog on its own. 
7.   0:52 Filter by status or payment, or search by order number, name, phone or product. 
8.   1:00 Now your agent. On its Tools tab, turn on the CRM and tick what it may do: save the caller's details, check the catalog and stock, free times, book, take orders, and tell callers about their bookings and orders. 
9.   1:17 Moving and cancelling bookings are off by default: turn them on only if callers may change their own. The agent only ever sees the caller's own records. 
10.   1:28 With this on, each call is saved on the caller's contact, with what the agent learnt. Save the agent. 
11.   1:37 Now when a customer calls, the agent finds their size, checks stock, takes the order and saves it here, like this one it took on a call. That's your CRM. 

Take orders with sizes and a live total, move them from new to delivered, cancel with the stock returned, and let your agent take orders on calls.

 …more 

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