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 a purchase order from a sales order?
How can I generate an invoice from 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 add a document to a Sales Order?

Use Vtiger’s Documents module to solve the problem of organizing and sharing!
It acts as a repository for all the documents that you create or those shared with you by your customers or sales team.

Follow these steps to add a document 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 Documents.
  8. If you want to add an existing document, select Select Documents or select Create documents if you want to add a new document.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube