Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • 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
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Associate Records from other modules to a Sales Order

 

You can associate a sales order with a product, organization, contact, opportunity or quote.There are two ways to do this:

1. From within another module

• Open any product, organization, contact, opportunity or quote record
  

• Click 'Sales Order' in the right-hand menu to view and add sales orders

2. While creating a sales order

• The 'New Sales Order' configuration screen lets you map a sales order to an organization, product, opportunity, contact or quote

Please note that a 'Product' or a 'Service' module will always be associated to a sales order by default.

1. Create a sales order from other modules

The example below describes how to view and manage the 'Sales order' records associated with a product record. A similar process can be followed to associate other module types.

• Click 'All' > 'Product' (under 'Inventory')

• Click a product record in the list then click 'Sales Order' on the right

• Click the '+ Add Sales Order' button.

Note: If you have added sales order to this product earlier then it will be listed in this interface.

• Enter the 'Subject', 'Status', 'Organization Name', 'Billing and Shipping Address' details(Other mandatory fields like 'Item Name' will be populated) and click 'Save'

The sales order record will be added to the 'Sales Order' interface associated with the product record.

2. Create a sales order from the 'Sales Order' interface

• Click 'Add Sales Order'

• Enter 'Subject name' to track the sales order and then 'Status', 'Organization Name', 'Billing and Shipping Address' details and 'Product Name'.

• Click 'Save'

This sales will be listed in opportunities, organizations, contacts and products or services.

Generate an invoice from a sales order

• Click 'All' > 'Sales order'

• Click any sales order to open its detail page

The menu on the right shows modules that can be associated with a sales order. Click on the 'Invoice' links to view sales order records that have already been associated with an invoice or create an invoice. See Create an Invoice create an invoice.