Clients and orders

#743 Clients: manager sign-in and links with counterparties

The «Clients» tab links your firm's clients on iFurn.pro with the counterparties of your accounting system. The counterparty code becomes the client's 1C code — one client corresponds to one counterparty. First — the ma…

Read →

#744 Firm orders: list, filters and actions

The «Firm orders» tab is the CRM «Orders» tab inside the data processor. It requires a manager's sign-in in the program. If a manager sees only their own orders in the CRM, it will be the same here. Two lists «Curr…

Read →

#746 Importing an order into a «Customer order» document

The import turns a iFurn.pro order into a «Customer order» document (a sales order) in your accounting system. It is started from the «Firm orders» tab: for a green ID — with the «Import into BAF» button or a double clic…

Read →