The sales order is a document that provides detailed information related to the quantity, type, and price of goods or services agreed by both parties (seller and buyer). Sales order initiates a sales process. To create a SO items must be available in the IMS. the contact type must be a customer to initiate this procedure.
A sales order is an initial request to buy products by the customers. A sales order can be contained the products that are not added in the ‘items’ module. To take care of such situations, you can either add those items into the system or can create a sales order only for the items that are available in the system. To complete the sales flow through “sales order”, the user needs to attach a shipment and an invoice to the sales order.