THE VEHICLE TAB


If you have converted a proforma into a sales order, the sales price, billed clients, etc are automatically transferred from it. Otherwise, as for the proforma, you must enter the information.

If you have transformed a proforma into a sales order, the vehicles are automatically copied. You can check, edit or delete the vehicle in the ACTIONS menu.

If you have transformed a proforma into a sales order, the financing is automatically transferred.


THE OBSERVATIONS TAB


You must enter the delivery location, delivery period (in days) and the delivery date in this tab. Here, you will also find a section to include your notes and comments on this order. If you have also transformed your proforma, the notes have been automatically retrieved.


TECHNICAL CHARACTERISTICS AND COMMENTS 


On a sales order form just like on a proforma form, the "Technical characteristics and comments" field allows you to write comments about the vehicle. It can be modified if the user has the privilege to do so. Otherwise, the field cannot be clicked on or modified.