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Sales documents
13
Search, review, and manage sales orders for the active administration.
Create a sales order step by step with customer information, settings, and lines.
Manage customer data, lines, attachments, communication, status, and conversion.
Set recipients, content, and templates and queue the sales order for delivery.
Understand the confirmation and follow the delivery status.
Check the customer and create a linked draft sales invoice.
Search, review, and manage quotes for the active administration.
Create a quote step by step with customer information, validity, settings, and lines.
Manage customer data, lines, attachments, communication, status, and conversions.
Set recipients, content, and templates and queue the quote for delivery.
Understand the confirmation and follow the delivery status.
Check the customer and create a linked sales order.
Check the customer and create a linked draft sales invoice.
