Customer Sales Orders

Customer Sales Orders

Use Sales Orders in Workbooks to manage the delivery of your products and services to your customers and to track gross margin and revenue. With a single click you can convert a Quotation into a Sales Order, copying across all the relevant line items and customer details. As Sales Orders are stored alongside your customer information, your sales team can track the process of orders as they are fulfilled. Workbooks allows you to create Activities and Notes against orders, and place Sales Orders on Queues to support work flow and approvals. You can also create PDF Output Documents from Sales Orders if you wish to send your customers confirmation that an order has been received.