Quote/Estimate Actions Menu
button allows you to create an Invoice, Sales Order, duplicate quote,
delete the quote, view status history and see who modified the quote and
Related Purchase Orders are used when the item you are selling is not in stock and you need to order more or if it is a special order item (non-inventory item). Once the material has arrived and been received you will have a Bill for it. That bill will show under Related Purchase Orders/Bills.
- Once the Sales Order has been invoiced, the Invoice can be viewed by choosing Related Invoices from the Actions Menu.
Duplicate Sales Order is used when you have a customer who purchases the same order each time. The number of items and prices can be changed as needed.
View Status History details when the Sales Order was faxed, printed, and emailed. It will also show any time the status is changed (i.e. need to ship changed to shipped).
View Sales Order History details every time the Sales Order is changed, how it was changed, who changed it, and when.
Void Sales Order is to void an existing Sales Order.