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Creating a Sales Order

Use the sales order feature in different ways

Ash avatar
Written by Ash
Updated over 5 months ago

A sales order is a convenient way to keep track of orders in QuoteMachine. The video below will show you how they can be used.

Create a new sales Order

Order can be created from a Won quote or directly from the Orders menu.

Order creation from a quote
Order creation from the Orders Menu

From the order listing page, you can now quickly see the remaining balance of each order.

This balance column in the orders listing page calculates the remaining balance on the order. It will take into account payments received in all stages of the order (quote, order, invoice).

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