Procuring a Sales Order
Now, let’s move on to the procurement process, which involves obtaining the products or services included in the sales order. We will guide you through the necessary steps, including any required approvals and negotiations.
To begin the procurement process, you can access the sales order from either your sales order page or the “Open Sales Orders” section in the Sales Module. Once you’re in the sales order, you can click on the “Procure” button, define the necessary action, and save the order.
Our video tutorial will also cover how to complete the production and purchase order to ensure that the items in the sales order are ready for shipment.
For a more detailed demonstration of the procurement process, we encourage you to check out our video tutorial below.