Sales Order Overview

The Sales Order feature helps you manage confirmed orders after an estimate is accepted by the client. It provides a clear record of the approved scope, pricing, and order details for project execution.

What is a Sales Order?

A Sales Order is a confirmed order that can be created from an accepted estimate or created manually.

Sales Orders can be managed through different tabs based on their status and activity:

• Draft – Manage Sales Orders that are saved but not yet sent.
• Sent – View Sales Orders that have been sent to the client.
• Analytics – Track client interactions with sent Sales Orders.

A Sales Order created from an estimate is identified with a Created from Estimate label.

How Can You Create a Sales Order?

You can create a Sales Order in two ways:

• From an accepted Estimate – Convert an accepted estimate into a Sales Order.
• Manually – Create a Sales Order directly from the Sales Order module.

Pro tip: Use an accepted estimate to create a Sales Order when you want to carry the approved estimate details forward without entering them again.