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 add a product or a service to 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 share a Sales Order?

You can share a sales order (SO) with a customer by sending a link to the SO or by sending the SO itself as an attachment.
  • As a link
Follow these steps to share the SO as a link:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Open any Sales Order record.
  5. Click the +New button in the Summary View.
  6. Select Share.
  7. Click Share as link.
  8. A mail compose window opens with the SO link.
  9. Enter the recipient's details and click Send.
  • As an attachment
Follow these steps to share the SO as an attachment:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Open any Sales Order record.
  5. Click the +New button in the Summary View.
  6. Select Share.
  7. Click Share as attachment.
  8. A mail compose window opens with the SO attachment.
  9. Enter the recipient's details and click Send.
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