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:
- Click the Menu icon.
- Go to the Sales tab.
- Select the Deals module.
- Open any particular deal.
- In the Summary view, click the +New button on the right-hand side top corner of the screen.
- Click the Add or Create button.
- Click on Sales Order.
- Enter all the details and click Save.
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