How to create a sales order from an opportunity – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to create a sales order from an opportunity

  1. Go to Sales & marketing > Opportunities.
  2. Select the opportunity you want to base your sales order on.
  3. In the summary page, click Create New and from the dropdown list select Sales order.

Note: Information from the opportunity is inherited to the new sales order.

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