Sending a representative an order using O2O is as easy as sending an email - once the basic O2O configuration is followed for the representative, follow these steps to send the order.
Create the order as usual. This includes creating any orders from quotes:
Follow your standard business process for new orders.
To send the order using O2O, just press any of the print buttons:
To use O2O, you must select "Send Message".
Above is the standard OASIS order form is always sent (above) and below is the .o2o file:
Make sure the "to" lists the proper person to send the order to and then press "Send".