2.2 — Verify Sale Order Header
📍 WHERE TO FIND IT
Sales ▸ Orders ▸ [Sales Order number]
✅ WHAT TO DO
Find the Sale Order auto-created from the CRM opportunity. Verify it links to the won opportunity.
- Use the smart button on the opportunity to jump directly
- Or go to Sales ▸ Orders and search by customer
- Check the order status is 'Quotation' or 'Sales Order'
💡 TIP
Click the 'Sales Orders' smart button on the CRM opportunity to navigate directly without searching.
Rating
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