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 share 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 generate a purchase order from a sales order?

A purchase order (PO), is the first official offer issued by a customer to the company’s sales team indicating types, quantities, and agreed prices for products or services.

Follow these steps to generate a PO from a Sales Order:
  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. Click Add or Create button.
  7. Select Purchase Orders.
  8. Enter all the necessary details.
  9. Click Save.
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