EZ2GET Sales Order Intake
EZ2GET SALES OPERATIONS
Closed Sale Intake
Authorized sales staff only. Use this page after the customer has purchased and the sale is closed.
NOT A CUSTOMER SHOPPING OR QUOTE FORM
The sales handoff
Customers shop and buy through the normal EZ2GET website, showroom, or approved sales process. Once the sale is complete, the salesperson submits the operational intake below.
STEP 1
Close the sale
Confirm products, quantities, final pricing, payment method, and pickup or delivery.
STEP 2
Complete one intake
Enter the customer and order details once. Do not create duplicate orders or invoices.
STEP 3
System takes over
The tested workflow starts invoicing, payment tracking, inventory review, and delivery handoff.
Have this ready before you begin
Customer name, phone, email, salesperson, payment method, product SKUs and quantities, approved pricing, pickup or delivery choice, address, requested date, access details, deposit paid, and remaining balance.
SECURE SALES ACCESS
Open the tested Closed Sale Intake
Enter the sales-team code. The intake opens below on this page.
Submit only after the sale is closed. Never use this page for a customer quote.
