Create and Approve a Sales Order

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

• 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