Sales Order Create
The Sales Order module streamlines the creation, tracking, and fulfillment of sales orders, ensuring efficient order management.
Overview
Users with Sales Order Create permission can create, save as draft or send a sales order request.
- Customer Selection: Users can select from existing customers or create new ones using a popup.
- Contacts & Shipping Address: Allows selection of existing contacts and shipping addresses, or creation of new ones.
- Sales Agreement & Area: Includes options for selecting sales agreements, area, and priority.
Document Rows
- Item Selection: Depends on the customer chosen and can be added through a popup.
- Previous
- Sales Order General
- Next
- Sales Order Details