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  • Tax Area

    • Tax Area on the Service quote and Parts quote is from the Warehouse

    • Tax Area on the Trailer quote is from the Sell-to or Ship-to

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

    • Customer and Project will be passed to the sales quote

  • 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.