Sales orders in Centra HUB CRM are internal documents generated after a purchase order has been received. Sales orders are similar to quotes but represent as a confirmed sale. Sales orders are often sent to customers to confirm the sale.
Enter the order of product provided to the customer/client.
Deadline of product to be delivered.
Select the opportunity from which the opportunity is converted as a sales order.
Refers to the price without tax and discount details.
To add tax rate to the sales order.
Enter discount amount for the sales order if any discount % is applicable.
Displays the final price after including tax and discount.
To select the currency of the country in which the client is operating.
Fill the exchange rate of client currency with respect to home currency.
Give the product information which your customer required, by choosing the product list.
Describing important feature about the product.
Quantity of stock to be delivered.
The price of the product to be sold which is directly taken from the price book.
Any discount on the sale of a product that should be entered in the discount column which is reduced from the sales price.
Final amount of the product is entered in this column.
Note: Click on Cancel to cancel the current Sales order creation.
No card required
To edit the sales order in detail view page.
To view all the type of sales order. You can even select from the drop-down list in view.
To sort by the specified user.
From the view page also you can create a new sales order.
To perform various kinds of activities.
To view the sales order list in the split view screen.
To search the required sales order.
By using the filter option you can filter the sales order.
any information can be edited by this edit option.
You can delete complete sales order by delete button.
You can directly take print of the sale order.
By using email data button you can email the information to anyone.
Create tags and use these tags anywhere in the module.