ACCESS THE FORM


To create a sales order, you can:

- Create a sales order through the DEALS menu

- Create a sales order from a contact form

- Create a sales order via the stock

- Convert a proforma into a sales order


  • From the DEALS menu

From the homepage, click on the DEALS menu, then onand click on .

The next steps are like the proforma. Once you create a new deal or associate this to an existing deal, and that you have chosen a contact, you can access the Sales Order form.


  • From the CONTACTS menu

From the CONTACTS menu, find your contact, then in the contact card, click on the + of the DEALS tab, then choose SALES ORDER NV.


  • Via the STOCK

Just like for the proforma, you can create a sales order for a single vehicle by clicking on the

 icon in the Transactions column or for several by adding them to the cart as described above.

Note: you cannot create a sales order on a vehicle reserved by somebody else or assigned. The icon will then be greyed out.


  • By converting an existing proforma

From the DEALS menu, find the proforma to convert into a sales order. In the Actions column, click on Convert into a NV sales order.



All the proforma information will be automatically transferred in the sales order. We recommended using this method to create your sales order.