Job Changes
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      1. KuduPro Knowledge Hub
      2. Job Changes

      How to create a Sales Order for an Installer

      1. Check Installer Settings

        • Go to installers and ensure "allowed to purchase material" is marked as yes.

        • Edit account info if needed to change the setting.

      2. Create a New Sales Order

        • Hover over the left-hand panel to create a new sales order.

        • Select the installer and proceed to create the sales order.

      3. Add Order Lines

        • Include service and material in the order lines.

      4. Verify Address Details

        • Ensure the invoice address and delivery address are accurate.

      5. Choose Installation Date

        • Select the installation date for the order.

      6. Confirm Sales Order

        • Apply any changes made and confirm the sales order.