FAQs in this section
What is a Sales Order?
When should I use a sales order?
How can I create a sales order?
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 from a deal?

You can create a sales order (SO) from a deal with the +New button. When you create a sales order from a deal, the SO is automatically linked to the deal. 

Follow these steps to add a SO from the New button in deals:
  1. Click the Menu icon.
  2. Go to the Sales tab.
  3. Select the Deals module.
  4. Open any particular deal.
  5. In the Summary view, click the +New button on the right-hand side top corner of the screen.
  6. Click the Add or Create button.
  7. Click on Sales Order.
  8. Enter all the details and click Save.
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