erp-manual:cloud:sales:sales-order
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
erp-manual:cloud:sales:sales-order [2026/01/18 08:26] Kalpesh Popat [Step 7: Transaction Actions] |
erp-manual:cloud:sales:sales-order [2026/01/18 11:01] (current) Kalpesh Popat |
||
|---|---|---|---|
| Line 10: | Line 10: | ||
| * **Create New**: Click on **Sales Order** from the Menu and then click on **Create New** button | * **Create New**: Click on **Sales Order** from the Menu and then click on **Create New** button | ||
| * **Edit Existing Order**: Search for the order that you want and then click on the link to open that sales order | * **Edit Existing Order**: Search for the order that you want and then click on the link to open that sales order | ||
| - | |||
| - | |||
| - | |||
| Line 25: | Line 22: | ||
| * **Billing Name**: This defaults to the customer name, to have a Billing different from customer, select the required billing name. | * **Billing Name**: This defaults to the customer name, to have a Billing different from customer, select the required billing name. | ||
| * **Billing Address**: Select the billing address, if Billing address is different than the one selected. | * **Billing Address**: Select the billing address, if Billing address is different than the one selected. | ||
| - | * **Comments**: | + | * **Comments**: |
| After the information that is required is provided, click on the **Confirm** button to close the popup. | After the information that is required is provided, click on the **Confirm** button to close the popup. | ||
| Line 86: | Line 83: | ||
| - | ===== Step 7: Transaction Actions | + | ===== Step 7: Record Dispatch, Invoice and Collection |
| Following **one click** actions are available at the bottom, after the summary, scroll down and find the section. | Following **one click** actions are available at the bottom, after the summary, scroll down and find the section. | ||
erp-manual/cloud/sales/sales-order.1768724818.txt.gz · Last modified: 2026/01/18 08:26 by Kalpesh Popat
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Noncommercial 4.0 International
This site is Hosted & Managed By: SARAS ennovations
