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?

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.
To know more about Sales Order, click here.
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