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 add a document to a Sales Order?
How can I print a sales order?
Is Sales Order available in the Sales Starter edition?

Can I change the template of a Sales Order?

Yes, you can customize the template for a specific Sales Order(SO) by going to the Settings widget in the Summary view.

Follow these steps to change the template:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Open any SO record.
  5. Click the Settings widget.
  6. Click the Template Applied dropdown.
  7. Choose the template.

You can also change the template of a SO in the Print Sales Order screen.
Follow these steps :
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Open any SO record.
  5. Click the More button.
  6. Click the Print icon.
  7. You can change the template of the SO by choosing any template from the list.
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