Summary of steps:
  1. Mark the opportunity as "Closed-Won"
  2. Click the "Sales Order" button on the opportunity view page. This will pass the opportunity and opportunity products into sales order and sales order lines. 
  • To specifically exclude a product or kit part from passing to the sales order, set the "Sales Order Exclude" option on the product to "True." 
  • The general ledger accounting variables set on the product record will automatically populate on the sales order line for each product unless these variables are specifically over ridden on the opportunity product line. 
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  • 0
    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?

  • 0
    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,


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