Create a Sales Order

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4 comments

  • Taylor Cole

    It would be helpful if we would update sync a sales order to an opportunity, we use the opportunity for quoting, and when the order is committed the sales order is created. With larger projects we often times will add products under the same order, it would be helpful to sync as the quote function works. 

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  • Wayne Carlyle

    What if I want to add a line to an opportunity (and a Sales Order) where the Create Sales Order process has already happened?

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  • Ryan Faulkingham

    Hi Wayne,

    The "Create Sales Order" process usually happens once the opportunity is closed/won, meaning that it is finalized. But, you can always add an extra line to a sales order by just clicking into it and adding a line. 

    Thank you,

    Ryan

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  • James Pullman

    Can we modify the fields that show up on the intermediate Create Sales Order page?

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