Sales Order Tab Actions
The Sales Order tab appears after a job is Sold, located on the Account Page.
Edit Options – Change the sales order to a different Option if the customer changes their mind
Cancel Sales Order – Change the job back to “Quoted” and allow the customer to choose a different option or make changes to the Proposal if needed.
Display Sales Order – Launches a new tab with the Sales Agreement, for viewing or Printing
Display Full Job Order – Work order with details of the job AND prices, for viewing or printing
Display Work Order – Launches a new tab with the Work Order, which includes everything on the Full Job order, without pricing. This is the recommended document for Installers or your Distributor.