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Quotations and sales orders
Can I raise a sales order without a quotation?
Can I raise a sales order without a quotation?

You can bypass the quotation stage and go straight to sales order, with or without an opportunity.

R
Written by Raymond Carrel
Updated over a week ago

You can create a new sales order without going through the quotation process. To do this, use the NEW button at the bottom of the screen.

Click on New Sales Order.

This will open a window in which you can enter the details of the new sales order. You can choose to link this to a new or existing opportunity, or you can elect not to link to an opportunity.

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