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 add a product or a service 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?
Table of Contents
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:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Sales Orders module.
- Open any Sales Order record.
- Click the +New button in the Summary View.
- Select Share.
- Click Share as a link.
- A mail compose window opens with the SO link.
- Enter the recipient's details and click Send.
- As an attachment
Follow these steps to share the SO as an attachment:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Sales Orders module.
- Open any Sales Order record.
- Click the +New button in the Summary View.
- Select Share.
- Click Share as an attachment.
- A mail compose window opens with the SO attachment.
- Enter the recipient's details and click Send.
To know more about Sales Order, click here.
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