🗂️Sales: Main Page
The central hub for managing all sales-related records.
Dynamic Tables
Custom Columns
🗂️Sales: Quote
Comprehensive tools for managing customer quotes.
Creating a Quote
Editing a Quote
Quote Statuses
Quote Action Buttons
Emailing and Printing Quote and Proforma Invoice
Converting Quote to Order
Splitting Quote
Changing Customer for a Quote
Duplicating Quote
Cancelling Quote
Archiving Quote
🗂️Sales: Sales Order
Creating a Sales Order
Editing a Sales Order
Sales Order Statuses
Sales Order Action Buttons
Invoicing an Order
Partial Invoicing an Order
Generating Work Order and Delivery Docket
Purchase Products for a Sales Order
Splitting a Sales Order
Changing customer for a Sales Order
Duplicating a Sales Order
Reverting a Sales Order into a Quote
Archiving a Sales Order