Orders & operations

Contracts, complaints & repeat business

Keep the post-sale relationship linked to the original business.

Where to go

Contracts & FCO / Complaints / Repeat orders

Step by step

Open the relevant permitted buyer, order or shipment before starting a related record.
Use Contracts/FCO for the applicable commercial proposal and review its terms.
For a complaint, record the actual issue, owner and follow-up rather than changing the original order history.
For a repeat enquiry, verify current products, price, terms and availability instead of assuming the old order still applies.

Demo example

Demo: a fictional buyer requests another shipment; confirm new dates and prices before proceeding.

Can I reuse an old order price for a repeat buyer?

Review current price, terms, date and availability first. A repeat relationship does not validate old commercial terms.

Reviewed 10 October 2026 · CRM 0.53.1