FAQs in this section
What is a Sales Order in Vtiger CRM?
When do I use a Sales Order?
How do I create a sales order from a deal?
How do I add a new section to a sales order?
How do I add a product or a service to a Sales Order?
How do I share a Sales Order?
How do I generate a purchase order from a Sales Order?
How do I generate an invoice from a Sales Order?
How do I add a document to a Sales Order?
How do I print a Sales Order?
How do I change the template of a Sales Order?
Is Sales Order available in the Sales Starter edition?
How do I create a Sales Order?
Table of Contents
The +Add Sales Order button can 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:
Follow the steps below to create a SO:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Sales Orders module.
- Click the +Add Sales Order button.
- Fill in the necessary details.
- Click Save.
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