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.



Step 2: Choose the order to generate.



Step 3: Open the document center tab and locate the sales order row.



Step 4: Click on Edit.



Step 5: Fill in all necessary details.



Step 6: Click on Generate and Download to create the sales order.

Sharing the Sales Order

Step 1: To share the sales order, click on Notify.



Step 2: Navigate to External Communication.



Step 2: Select the recipients.

Step 3: Choose a template.





Step 4: Click on Attach Docs from the app.



Step 5: Attach the generated sales order and click on "Attach"



Step 6: Click on Send to share the sales order.

Updated on: 06/08/2024