I can generate and send a sales order
This tutorial outlines the process of generating and sharing a sales order using the sales module.
Step 1: Navigate to the sales module and open the sales page.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/14622574-4734-4fd9-bca0-4d731ae9302d.png)
Step 2: Choose the order to generate.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/81681328-d661-4b53-af52-05930803b62d.png)
Step 3: Open the document center tab and locate the sales order row.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/627ed1d8-99ec-49d4-915c-196fddfcde17.png)
Step 4: Click on Edit.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/12c4a989-0fce-44ec-a68c-4bda7987a270.png)
Step 5: Fill in all necessary details.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/e1a2d8cb-1157-42c5-acb6-55e52abc9afa.png)
Step 6: Click on Generate and Download to create the sales order.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/540abb5d-f73c-489a-9f7d-314328dcc13d.png)
Sharing the Sales Order
Step 1: To share the sales order, click on Notify.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/7c09edd1-2448-434d-9afc-1b4f6f8a2f17.png)
Step 2: Navigate to External Communication.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/5f581fbe-ebf8-405f-aa24-c009fc35f066.png)
Step 2: Select the recipients.
Step 3: Choose a template.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/15a631d8-5578-4a9a-821d-6cfd474d6fa5.png)
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/c3b835c7-fc0c-4664-babb-aa7847fc5d31.png)
Step 4: Click on Attach Docs from the app.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/366a90c2-59a9-4984-8e9c-f0b97491a526.png)
Step 5: Attach the generated sales order and click on "Attach"
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/a5c6c24b-f82f-4349-aabf-0ec3fbdf43a0.png)
Step 6: Click on Send to share the sales order.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/759bd9ff-903d-4393-89c5-a95633ea077f/5d0158f9-0ecd-4ca6-be3c-eaee646c522d/images/3ce68c1f-37f8-47ae-a58c-11ad0a0c38f7.png)
Updated on: 06/08/2024
Thank you!