In this tutorial, we’re focusing on creating sales orders within the Sales AI platform. The process is straightforward – simply click on the “create” option and input the necessary details. This includes the name, code, associated opportunity, status (open or canceled), account, date, and code number. Additionally, you’ll need to specify billing and shipping contacts, along with their respective addresses, states, cities, countries, and postal codes. Furthermore, assigning a shipping provider and contact is essential, and the entire sales order can be assigned to a user for management.
The description of the sales order is optional but can provide valuable guidance for the assigned user on how to maintain and manage the order effectively. By following these steps, you can efficiently create and manage sales orders within the Sales AI platform. This tutorial aims to provide comprehensive information on the creation of sales orders, empowering users to navigate this process with confidence.