PlanMill Sales Order provide a streamlined way to manage quote-to order-to-bill process. Sales orders are created in the system when changing the status of a sales deal to "Ordered" or "Confirmed" (order confirmation, sent to the customer).
PlanMill Sales Orders is available as an add-on for PlanMill CRM, PROJECT & PSA. More information from firstname.lastname@example.org.
- Create projects and tasks directly from Sales Order
- How to update projects through Sales order to project wizard
- Validation of customer and supplier information on sales order form