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CRM Admin Guide

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Marketing And Sales > Sales Orders
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    • Quotes
      • Create Quotes
      • Manage Quotes
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      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
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    • Emails
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      • Create An Asset Record
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      • Add Price Books
      • Manage Price Books
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    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
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    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
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  • About ITarian

Sales Orders


  • Sales orders are internal documents generated after a purchase order has been received. They are used to help your team track which products/services are promised and shipped to a customer.
  • They are similar to quotes, but represent a confirmed sale. Sales orders are often sent to customers to confirm the sale.
  • Sales orders can include an order number, purchase order, recurring invoices, billing and shipping addresses, included products, prices and taxes.



  • View existing Sales Orders – Click 'All' > 'Sales Order'
  • Create new Sales Order – Click 'All' > 'Sales Order' > '+ Add Sales Order'
  • Edit a Sales Order – Click 'All' > 'Sales Order' > open an existing sales orders > 'Edit'
  • Send a Sales Order - Click 'All' > 'Sales Order' > open an existing sales orders > 'More' > 'Send Email with PDF'

The following sections explain how to create and manage sales orders:

  • Add a Sales Order
  • Manage Sales Order
  • Associate Records from other modules to a Sales Order
  • Mass Management of Sales Records

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