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 share 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?
Is Sales Order available in the Sales Starter edition?
How do I change the template of a Sales Order?
Table of Contents
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:
You can also change the template of a SO in the Print Sales Order screen.
Follow these steps :
Follow these steps to change the template:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Sales Orders module.
- Open any SO record.
- Click the Settings widget.
- Click the Template Applied dropdown.
- Choose the template.
You can also change the template of a SO in the Print Sales Order screen.
Follow these steps :
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Sales Orders module.
- Open any SO record.
- Click the More button.
- Click the Print icon.
- You can change the template of the SO by choosing any template from the list.
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