8. Sales Order Management:

Sales orders are the orders received from the customers. On opening the sales order module, you will see the list of sales orders on the home page. From this home screen, you can perform various operations on sales orders, such as:

  • Create customized view of sales orders on home page.
  • Create, Edit or Delete sales orders.
  • Search sales orders.
  • Mass edit (Edit multiple sales orders simultaneously).

You are directed to the sales order detailed view when you click subject or company of sales order from the home page. The detailed view shows you the following types of information.

 

Sales order information Detailed information about the sales order
Recurring invoice information Information about recurring invoice
Address information Address information for the invoice
Terms and Conditions Terms and conditions of sales orders
Description information A description of other details about the sales order
Item details Details of the item for which sales order will be generated
Activities List of activities associate with the sales order
Documents List of documents associated with the sales order
Invoice Details of invoice related to the sales order
Activity History History of activities associated with the invoice
Sales order status history Record of the sales order status

 

From the detailed view page, you can perform following operations on sales orders:

 

Document Centre Attach the related documents with the sales order.
Create invoice Convert the sales order in to invoice.
Manage checklist Manage the checklist of the sales orders.
Shipping centre Manage the shipment process.
Export to PDF Create a PDF of the sales order.
Send mail with PDF Send the sales order PDF as an email attachment to the contacts which are associated with the sales order.
Add To do Attach a scheduled task or todo with the sales order.
Select or Add documents Attach the related documents with the sales order.
Tag cloud Label the quote so that it can be searched easily using labels.