Sales Order          Global Work System

How to create an Order:

Sales Order can be created in the following ways

1> Manual process – Create sales order header with Customer and Header information followed by product lines and delivery schedule.

2> Copy an existing order – Copy sales order header and lines from an existing order if the new order is similar to an existing order.

3> Upload Sales order from another source using excel, comma delimited file or in json format.

4> Auto create sales order from CRM Quote.

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