How do I create a Sales Order from a Product?

Follow these steps to generate a Sales Order from a Product:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to the Inventory > Products. The Products page opens.
4. Select and click to open a record. The record Summary View opens.
5. Click More.
6. Go to the Add or Link section.
7. Select Sales Orders. A Creating Sales Order window opens.
8. Enter or select the following information:
   1. Sales Order Details: Enter general information about the quote, such as quote number, date, and status.
   2. Address Details: Enter the billing and shipping addresses for the quote.
   3. Item Details: Enter products or services being quoted, along with quantities and prices.
   4. Terms & Conditions: Define payment terms, validity, and other conditions related to the quote.
   5. Description Details: Enter any additional notes or descriptions relevant to the quote.
   6. Tally Information: Enter accounting details synced with Tally.
9. Click Save.

The linked SO will be seen in the Sales Order widget in the Summary View of the product record.

To learn more about Product Details and Related Actions, click here.