View Sales Order File

1. From the main menu, click on “Sales”.
2. Select from the menu “Manage Sales Orders”.
3. Click on the sales order file you wish to view.

The system will display the printout associated with the sales order along with a set of procedures and windows:

4. Click on the “Select Status” button to specify the work order status. You can adjust the status list by clicking on “Edit Statuses List”.

5. Click on the “Convert to Invoice” button if the sales order does not require any modifications and you have completed it.

6. Use the buttons at the top of the sales order display window to apply various actions:

7. Edit: To make changes to the sales order.

8. Delete: Deletes the sales order from the account.

9. Send via: Share the sales order with the client via email.

10. Add Note/Attachment: To start logging notes or uploading attachments within the sales order.

11. Print: To print the sales order directly from the account.

12. PDF: To download a PDF copy of the sales order onto your device.

13. Voucher: Displays a list of printouts added to the sales order.

14. Convert to Production Plan: Clicking this button will redirect you to the Production Plan page, where you can complete the necessary details to convert the sales order into a production plan.