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 create a sales order from a deal?
How can I add a new section in 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 add a product or a service to a Sales Order?

Follow the steps below to add a product or a service:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Click +Add Sales Orders and fill all the necessary details.
  5. Open the recently created Sales Order and click Edit.
  6. Go to the Item Details block.
  7. Click Add row.
  8. Select the Product or Service.
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