How to Confirm a Sales Order

  1. Select Customer

    • Click on the customer for whom you want to create a sales order.

  2. Create Sales Order

    • Choose to create a new sales order either from scratch or from a layout.

    • Add order lines, such as service and material lines.

  3. Apply Changes

    • Ensure all required information is filled out.

    • Apply the changes made to the sales order.

  4. Confirm Sales Order

    • Confirm the sales order.

    • This action will generate a work order and a ticket related to the sales order.