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 new section to 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 share a Sales Order?
How do I add a product or a service to a Sales Order?
Table of Contents
Follow the steps below to add a product or a service:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Sales Orders module.
- Click +Add Sales Orders and fill in all the necessary details.
- Open the recently created Sales Order and click Edit.
- Go to the Item Details block.
- Click Add row.
- Select the Product or Service.
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