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Advanced practical guide

Concrete routines, real scenarios, and daily checklist to use SokoDesk as a real sales system.

Operational routines

Morning routine (10 min)

  • Open dashboard and review alerts.
  • Prioritize orders to deliver today.
  • Identify pending payments.

Sales routine (during the day)

  • Share product links adapted to each request.
  • Record order as soon as it is confirmed.
  • Record deposit or payment immediately.

Evening routine (15 min)

  • Update statuses of today orders.
  • Check mismatch between receipts and orders.
  • Plan next-day customer follow-ups.

Real scenarios

Situation Recommended action
Hesitant customer Send 2 product links + 1 clear comparison argument.
Customer pays in two installments Record deposit, set due date, add follow-up note.
Out-of-stock product Mark unavailable and suggest immediate alternative.

Daily checklist

1. All daily orders are recorded.

2. All received payments are recorded.

3. Priority follow-ups are planned.

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