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.
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Step 2: Choose the order to generate.
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Step 3: Open the document center tab and locate the sales order row.
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Step 4: Click on Edit.
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Step 5: Fill in all necessary details.
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Step 6: Click on Generate and Download to create the sales order.
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Sharing the Sales Order
Step 1: To share the sales order, click on Notify.
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Step 2: Navigate to External Communication.
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Step 2: Select the recipients.
Step 3: Choose a template.
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Step 4: Click on Attach Docs from the app.
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Step 5: Attach the generated sales order and click on "Attach"
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Step 6: Click on Send to share the sales order.
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Updated on: 06/08/2024
Thank you!