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?
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 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.
To know more about Sales Order, click here.
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