erp-manual:cloud:sales:sales-order
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This shows you the differences between two versions of the page.
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erp-manual:cloud:sales:sales-order [2026/01/18 08:27] Kalpesh Popat [Step 7: Transaction Actions] |
erp-manual:cloud:sales:sales-order [2026/01/18 11:01] (current) Kalpesh Popat |
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| * **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 | ||
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| * **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. | ||
erp-manual/cloud/sales/sales-order.1768724845.txt.gz · Last modified: 2026/01/18 08:27 by Kalpesh Popat
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