To create and manage orders in ExportDoc, navigate to Orders from the main menu.
ExportDoc provides two methods for order creation:
1. AI Draft Order
The AI Draft Order feature allows users to create orders instantly using:
• Customer emails
• WhatsApp messages
• Spoken summaries
• Voice inputs in your preferred language
The AI automatically analyses the provided information and creates a draft order within seconds. The built-in AI Helper further assists users by identifying and helping fill missing order details, reducing manual data entry and saving time.
2. New Order
The New Order option opens the complete order creation form for manual entry.
Users can either:
• Fill out the complete order form manually, or
• Use the integrated AI Helper to assist in filling important order details automatically
After entering the required information, click on Create Order to save the order.
Orders can be edited or deleted any time after creation if required.
Additional Features:
ExportDoc also provides additional order management capabilities, including:
• Attachment of customer documents for reference
• Internal tracking options - Sales person assignment, Production status management, Internal notes management, etc.
Once an order is created, the system automatically provides a Document Checklist that helps users track:
• Generated documents
• Pending documents to be generated
This ensures better workflow tracking and organized export documentation management.
