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Converting an Invoice/Sales Order to a Production Plan

  1. Click “Manage Invoices” under “Sales” in the main menu.
  2. Click on the invoice you want to convert into a production plan.
  3. Click on the “Convert to Production Plan” button.
  4. Complete the necessary data for the production plan.
    • For more details on how to add production plan data, refer to this guide.
  5. Click on the “Save” button.