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Managed sales orders

Jo Grant -

This feature first needs to be switched on at company level, on the accounts tab 'Managed client sales orders':
SO_1.jpg

Once activated the feature can be switched on for clients individually, in the financial tab of the client record:
SO_2.jpg

This then gives an addition tab for all jobs for those clients labelled ‘Client SOs’ (Client sales orders), as will the client record.

From within the client tab you can generate new Sales Orders:
SO_3.jpg

From with the job tab you can allocate and re allocate as well as generating new Sales Orders:
SO_4.jpg

With this feature, it is possible to create and allocate a single ‘Client sales order’ across multiple jobs & sales invoices. It is also possible to allocate multiple Sales orders to a single job.

 

 

 

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