How do 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

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 a link.
8. A mail compose window opens with the SO link.
9. Enter the recipient's details and click Send.

• 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 an attachment.
8. A mail compose window opens with the SO attachment.
9. Enter the recipient's details and click Send.