Manage Sales Orders
- The sales order list lets you view and update sales order details, including recurring invoice information, purchase order information and more.
- You can also schedule 'To Do' activities for the sales order from this interface. The activities will be reflected in the calendars of team members assigned to the sales order.
- You can create an invoice or associate an existing invoice record from an invoice details page.
- You can send emails of the sales order in pdf format.
To view sales order details:
- Click 'All' > 'Sales Order' to open the 'Sales Order List' interface
- Click on a sales order to open its details page
To edit a sales order:
- Click 'All' > 'Sales Order' to open the 'Sales Order List' interface
- Click on a Sales Order's name and then the 'Edit' button at the top right of the 'Sales Order Details' interface.
OR
- Click 'All' > 'Sales Order' to open the 'Sales Order List' interface
- Place your mouse cursor over the name of a sales order to reveal the action buttons on the right side of the row.
- Click the 'pencil' icon to open the 'Sales Order' edit interface:
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See this table for descriptions of the fields in the 'Sales Order Details' interface
Activities
A 'To Do' activity is a task with a set start time and a due date. You can assign a 'to do' regarding the sales order to a staff member. For example, you may want the staff member to send it to the customer by a certain time. You can add a description in the field at the bottom. 'To do' activities will be added to the CRM calendar.
Create a 'To Do' activity
- Click 'All' > 'Sales Order' to open the 'Sales Order List' interface
- Click on a sales order to open the sales order details interface
- Click 'Activities' from the menu on the right
- Click the '+ Add To Do' button in the activities interface.
The 'Creating New To Do' screen will be displayed:
- Enter the required details and click 'Save'.
See 'Manage Shared Calendar' for more details on the 'Event/To Do' full form.
The interface lets you do the following:
- Sales Order Details - Displays the sales order details
- Updates - View the modifications done on the sales order record
- Activities – Allows you to view and add future tasks related to the sales order
- Invoice - View and create invoices from the sales order. See Manage Calendar for more details.
See Associate Modules with Other Records for more details.
Manage operations in detail view of the Sales Orders module
- Select a desired sales order record
- Click 'Edit' to modify a field information
- In 'More' select the following to,
- 'Delete Sales Order' to delete sales order record
- 'Duplicate' to create a new sales order record with similar properties
- 'Export to PDF' to export the sales order record in the default PDF
- 'Send Email with PDF to send the sales order in pdf format
- 'Create Invoice' to create the invoice related to the sales order record.