Guideline

Automatically create orders from any sales channel.

GTG CRM Team

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Table of Contents

In the era of multi-channel selling, a question that shop owners always ask is: How to manage hundreds of orders from Facebook, websites, Shopee, Lazada, and TikTok Shop without getting overwhelmed? How to ensure no orders are missed, no incorrect deliveries are made, and most importantly, how to save time processing orders instead of manually entering each one?

In reality, many shop owners have to open 5-6 browser tabs simultaneously, constantly switching back and forth between platforms to check for new orders. Every time an order comes in from Facebook Messenger, they have to copy the customer information, address, and product details and enter them into the system. When an order comes in from Shopee, they have to go back to the platform to download the information and re-enter it into the management software. This manual process is not only time-consuming but also prone to errors, seriously impacting customer experience and the shop's reputation.

GTG CRM understands this pain point and has developed an intelligent automated order creation system, allowing you to focus on business growth instead of wasting time processing orders manually.

The system automatically creates orders from all channels.

GTG CRM fully integrates the most popular sales channels currently available, allowing for automatic synchronization of all orders to a single platform.

1. Facebook/Zalo and Website with AI Chatbot

When customers place orders via Facebook Messenger or website chat, GTG CRM's AI Chatbot automatically identifies their needs, asks for delivery information, and creates the order immediately. You no longer need to reply to each message or copy-paste customer information. The system handles everything, from product consultation to order confirmation.

Integrated order management interface

2. Automatic synchronization from e-commerce platforms

GTG CRM connects directly with Shopee, Lazada, and TikTok Shop. Whenever a new order is placed on these platforms, the system automatically retrieves it and creates an order within GTG CRM. Customer information, products, and delivery addresses are 100% accurately synchronized, requiring no further action from you.

In particular, when you sell the same product on multiple platforms, GTG CRM automatically identifies it via SKU code and updates inventory consistently. This avoids overstocking or confusion between channels.

Configure connection for e-commerce platform.

Automated process from order placement to warehousing.

After the order is automatically created, GTG CRM continues to support you throughout the entire order processing process.

Step 1: The order automatically appears in the system.

As soon as a customer places an order through any channel, the order will appear in the list with the status "Pending Confirmation". You simply need to check and confirm that the order is valid.

Automated order list

Step 2: Automatically generate the warehouse release form.

When you change the order status to "Waiting for Pickup," GTG CRM automatically generates the corresponding delivery note. Warehouse staff simply need to access the Warehouse Management section, view the delivery note, and prepare the goods. There's no need to print separate orders or manually record information.

Automatic warehouse release form

Step 3: Confirm warehouse release and generate automatic invoice.

After the warehouse staff has prepared the goods, simply click "Confirm Warehouse Release" in the system. Immediately, GTG CRM will automatically generate an electronic invoice in accordance with the regulations of the General Department of Taxation. The invoice can be configured to create a draft or issue immediately, depending on your needs.

The outstanding benefits of using the automatic order creation feature.

Save up to 80% on order processing time.

Instead of spending 3-5 minutes manually entering an order, orders now appear automatically in the system in just seconds. With 100 orders per day, you save valuable hours to focus on customer service and product development.

Minimize errors to the greatest extent possible.

When manually entering orders, errors in addresses, phone numbers, and products are unavoidable. The automated system synchronizes information directly from the source, ensuring absolute accuracy. This significantly reduces incorrect deliveries, wrong addresses, and customer complaints.

Centralized management, comprehensive control

All orders from every channel are centralized on a single platform. You can easily track the status of each order, view sales reports by channel, product, and time period. No more opening multiple tabs or software programs to check orders.

Consolidated multi-channel orders

Ensure compliance with the law on electronic invoices.

With the new regulations on electronic invoices, issuing an invoice for each transaction is mandatory. GTG CRM automatically generates invoices immediately after confirming delivery, helping you fully comply with regulations without wasting extra time. The system also supports invoice adjustments when goods are returned, ensuring accurate and transparent tax declarations.

Important notes when using

Configure a unified SKU code

To ensure the system accurately identifies products from different channels, you need to make sure the SKU code is the same across all platforms. For example, the product "Mickey Pants Model 1" on Shopee, Lazada, and TikTok Shop must all have the SKU code "QUAN_MICKEY_M1". This helps GTG CRM automatically update the inventory accurately for the same product.

Do not enable automatic invoicing if you have already authorized the platform to do so.

If you have authorized Shopee, Lazada, or TikTok Shop to automatically issue invoices, you should not enable the automatic invoice issuance feature in GTG CRM. Issuing invoices twice will cause errors in tax declarations and violate the regulations of the General Department of Taxation.

Adjustment invoices can only be issued after the original invoice has been issued.

In the case of a customer returning goods, you can only automatically issue an adjustment invoice after the original invoice has been issued. If the original invoice is still in draft form, you need to issue the original invoice first before you can issue the adjustment invoice.

Conclude

In the increasingly prevalent multi-channel business environment, automating order processing is no longer an option but a mandatory requirement to remain competitive. GTG CRM, with its feature of automatically creating orders from all sales channels, not only saves you time and effort but also improves order processing accuracy, ensures legal compliance, and creates a solid foundation for the sustainable growth of your business.

Instead of struggling with hundreds of orders scattered across multiple platforms, you can now rest assured that GTG CRM will automatically handle everything, from customer order placement to invoice completion. This is how GTG CRM accompanies you on your business growth journey, allowing you to focus on what truly matters: quality products and exceptional customer experiences.

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