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Select Customer
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Click on the customer for whom you want to create a sales order.
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Create Sales Order
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Choose to create a new sales order either from scratch or from a layout.
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Add order lines, such as service and material lines.
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Apply Changes
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Ensure all required information is filled out.
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Apply the changes made to the sales order.
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Confirm Sales Order
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Confirm the sales order.
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This action will generate a work order and a ticket related to the sales order.
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