In this article, we'll show you which functions you can find directly on the Sales Order detailed card and what data you can record there. You record and issue Sales Orders in Raynet for your Clients (not as a purchase order where you or your company are the ones ordering).
1. Detailed card header
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You can navigate between tabs in the Quote detailed card header. The first two tabs, Basic Information and Other Information, are used for recording information about the Quote. If you use Custom Fields, you will find them on a tab of the same name. On the History tab, you'll find a complete overview of what has been done or what is to be done in relation to the Quote. In the Discussion tab, you can add posts about the Quote for other Raynet users to read.
- You can mark a Quote with a star. This will add it to your Bookmarks panel on the Raynet Dashboard.
- Use the green plus button to create a Sales Order or any Activity for the Quote: Task, Meeting, Event, Email, Phone Call, and Letter.
- Clicking the three dots button will pull up a menu with additional actions: Send quote by email, Duplicate, Duplicate to another Account, Change quote code, Export, Security, Refresh, Invalidate and Delete. These actions are covered in detail in a separate article, which can be found here.
2. Basic Information tab
This tab shows basic information about a Sales Order.
On the Basic Information tab, you will also find a panel for adding Products and editing the Billing or Delivery information.
3. Other Information tab
The Other Information panel shows the Sales Order code. You can add a status confirmation here as well.
4. Custom fields tab
If you use Custom Fields in Raynet, you will find them on a tab of the same name. To set up which fields you want to see and which ones you want to hide, click the Settings button.
5. History tab
On the History tab, you will find an overview of all Activities related to the Sales Order, from its creation all the way to the present. If you have any other Activities scheduled for the Sales Order, you will also see them here.
6. Discussion tab
The last tab Discussion is used for leaving a message for other Raynet users about the Project. Before you add a post, you first need to add your colleagues to the discussion.