How to create a Sales Order

Created by Binita Goswami, Modified on Thu, 21 Nov at 1:04 PM by Binita Goswami

Here is a reference video:




Sales order can be created using two ways.

  • Open the opportunity view page from More option

  • Tap on 3 dot of opportunity

  • Select Create Sales Order

Also you can create sales order directly. 

  • Tap on + sign at lower panel of mobile app

  • Select Create Sales Order


It will open up a sales order page to fill up the mandatory fields and save it. You can also select a pre-defined template if you already have it.


     


           

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