FAQs in this section
What is a Sales Order?
When should I use a sales order?
How can I create a sales order from a deal?
How can I add a new section in a sales order?
How can I add a product or a service to a Sales Order?
How can I share a Sales Order?
How can I generate a purchase order from a sales order?
How can I generate an invoice from a sales order?
How can I add a document to a Sales Order?
How can I print a sales order?
Can I change the template of a Sales Order?
Is Sales Order available in the Sales Starter edition?

How can I create a sales order?

You can use the +Add Sales Order button to create a sales order (SO). The button is found on the top right corner of the Sales Orders’ List View.

Follow the steps below to create a SO:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Click the +Add Sales Order button.
  5. Fill in the necessary details.
  6. Click Save.
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