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3.8 Sales Orders

Sales Orders are also organized with filters and information cards. The main information must include a correlation between the Sales Order and a Company/Contact, a Quotation, and also a Potential (so that the information flow is complete).
The relations menu can be used to access and add all correlated data for the modules that appear in the list. For example, from a Sales Order you can progress to the next stage in the sales cycle and create an Invoice.

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Sales Order Detail

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Products in a Sales Order

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Sales Order Total, Taxes, Shipping & Handling Charges, Discounts and Rounding off

Organizational layout of related modules
ConversationsNotesPDF Maker
InvoicesDDTActivities (Calendar)
Tasks (Calendar)DocumentsInstallations
Project TasksService ContractsMessages
Processes  

 

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