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Serves as the official record used to process, track, and fulfill customer transactions from order confirmation through delivery and payment completion.

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Add a Sales Order

1

Navigate to Sales Order

OM SO Nav
2

Select Add New Order

OM SO Add
3

Fill in the required information

OM SO Add C
Select Submit to complete or Save as Draft to exit and save changes. 

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Modify a Sales Order

1

Select the ellipsis icon

AM SO Ellipsis
2

Select an action

AM SO Action
3

Confirm the action

  • Edit: Fill in the required information and select Save to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes.