Overview
The Create sales order / Create order function allows the option to either submit a transaction as a Quote or as a Sales Order. This ensures flexibility when dealing with customers who require formal pricing before proceeding.
👥 Access Permissions: only users with assigned permissions for creating Quotes and Sales Orders will see this option. Please review user roles prior commencing.
📍Where to find it in the app:
Dashboard >
Create sales orderGlobal Search > Enter Customer name >
Create orderSales>Sales Orders>Create orderSales>Customers> select a Customer >Create order
How to create a Quote from the Dashboard
Navigate to the Dashboard and select
Create sales orderEnter a Customer name
In the search results, select
Create ordernext to the CustomerComplete the Quote information, including:
Select
Submit as Quote.
How to create a Quote using Global Search
Click the Global Search icon (magnifying glass near the Factory logo)
Enter a Customer name
In the search results, select
Create ordernext to the CustomerComplete the Quote information, including:
Select
Submit as Quote.
How to create a Quote via Sales Orders page
Go to
Sales>Sales OrdersClick
Create orderSearch for the Customer
In the search results, select
Create ordernext to the CustomerComplete the Quote information, including:
Select
Submit as Quote.
How to create a Quote via from a Customer's Order history page
Navigate to
Sales>CustomersSelect a Customer
Click
Create orderComplete the Quote information, including:
Select
Submit as Quote.