Sales Orders
Sales orders are internal documents generated after a purchase order has been received. They are used to help your sales team track all products and services should be manufactured, shipped to a customer. Sales orders can include a sales order number, purchase order, recurring invoices, billing and shipping addresses, included products, prices and taxes.
Sales orders as similar to quotes, but represent a confirmed sale. Sales orders are often sent to customers to confirm the sale.
- 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: