Create and Approve a Sales Order

A sales order in field sales represents a confirmed request from a customer for products or services. It is a crucial document that outlines the details of the sale, including quantities, pricing, delivery timelines, and terms. Managing sales orders is essential for ensuring accurate fulfillment, tracking revenue, and maintaining customer satisfaction, as it bridges the gap between customer requirements and service execution.

Here is a reference video:

You can create a Sales Order from scratch, Check the steps below to create sales order step by step,

• Goto Order Management from the left menu

• Click on Sales order option

• It will open up the existing sales order view page

• Click on New order from top right button

• Click on Configure field customize the form to make them  mandatory or optional or hidden

• The first section will come with default data. Modify the data if it requires 

• Goto next section i.e. Customer company information

• Type the customer name if existing or click on + sign to add new customer

• Bill to address will be automatically filled up with existing customer data or you can fill the address

• Click on checkbox (same as address info) if bill to and shipping address

• Open parts section to add sellable items

• You can also tag a predefined template from Template section shown below.

• Add  other cost from Miscellaneous Cost section

• Add signature from the Signature section. It has three signature option like signature for sales order create, for approver and for Completion

• You can add note at Note section

• Upload file to upload the documents

• Click on checkbox to notify the stakeholders

• Click on save to save the sales order

Approve a Sales Order

To approve a sales order follow the steps below,

• Goto Order Management from the left menu

• Click on Sales order option

• It will open up the existing sales order view page

• Click on the button under Action (last column) 

• Check the overall sales to authenticate and modify if it needs

• Click on the Approve button