2.3 — Check Order Lines
📍 WHERE TO FIND IT
Sales ▸ Orders ▸ [SO] ▸ Header
✅ WHAT TO DO
Review the Sale Order header: customer, unit reference, payment plan, and expected delivery date.
- Confirm Customer matches the CRM opportunity
- Verify Unit/Property reference in the SO line
- Check Payment Terms (30/70 or custom plan)
💡 TIP
Payment terms determine invoice schedule. Ensure the correct payment plan is selected before confirming the SO.
Rating
Commenting is not enabled on this course.