MRP Certification – Process overview – Creating a sales order – 24SevenOffice ERP, MRP Solution

Creating a sales order

Let’s move on to creating a sales order, which is a crucial step in the sales process. We will guide you through the entire process of creating a sales order, including the necessary information that needs to be entered and any relevant documents that should be attached to it.

To create a sales order, you can start by accessing the “Open Quotes” section in the Sales Module. From there, you can open a previously made quote and copy it to the sales order. Finally, you can save the order, and you’re good to go.

For a more in-depth look at the process of creating a sales order, we recommend watching our video tutorial below.