Actions on Sales orders

The buttons under the Sales order detail form and the icons above the form’s upper section, enable to perform the following actions on sales orders:


  1. Edit : Editing the Sales order. The SO item can be edited as well, clicking the icon in the Items grid.
  2. Print : The sales order can be printed using the Print button / icon.
  3. Email it : The Email it action allows sending emails with sales orders to customers.
  1. Finish : The Finish action sets the SO’s status to Finished. Sales orders with this status can be added directly to invoices.
  2. Create new : Click the Create new button or icon to add a new sales order.
  3. Convert : The SO conversion action opens the Sales order conversion form where SOs may be converted into JOs.

These buttons and icons are available from the SO’s detail form, if it is opened in view mode instead of edit mode.