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 create a sales order from a deal?
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 add a new section to a sales order?

You can add a section about a product or service in a sales order. Whichever product or service you select, the details about the product or service will automatically be updated in the sales order.
Follow the steps below to add a section:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Select any particular Sales Order.
  5. Click Edit.
  6. Go to the Item Details block.
  7. Click Add Section.
To know more about Sales Order, click here.
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