Content Comparison

Click new to create a new sales quote.Or create new sales order from project.

• Customer and Project will be passed to the sales quote

• New Fields

  • Serial No.

  • Assigned To

There are 3 record types.

• Click the Change Record Type button to change it.

• Users are not allowed to enter new sales orders

• on the project page

All orders are converted from sales quotequotes.

• Record Type will be passed to Sales Order.

• Users are not allowed to change Record Type on the SAles Order.