Overview
Track customer-approved sales work after quotation or direct order entry.
Main purposeTrack customer-approved sales work after quotation or direct order entry.
Important areasOrder number, status, order date, due date, source quote, account, contact, deal, line items, totals, terms, print preview.
Business valueOrders give the team a confirmed commercial record that can be reviewed, printed, and reported.
Where To Find It
Common Path: Sales > Orders
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- A sales order can be created directly or converted from an accepted quote.
- Order status tracks progress from draft and sent through confirmed, in progress, completed, or cancelled.
- Line totals use the same quantity, price, discount, and tax structure as quotes.
Main Areas
| Area | What It Is Used For |
|---|---|
| Order list | Review all sales orders by status and customer. |
| Order details | Shows source quote, customer links, dates, totals, and lines. |
| Line items | Products or services sold to the customer. |
| Print preview | Customer-facing order view. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Order number | Optional or automatic reference. | Use automatic numbering unless manual numbers are required. |
| Status | Draft, sent, confirmed, in progress, completed, or cancelled. | Update as fulfillment changes. |
| Order date | Date the order is created or confirmed. | Use for reporting and customer history. |
| Due date | Expected completion or delivery date. | Use to manage commitments. |
| Source sales quote | The quote that created the order. | Use to trace accepted offers. |
| Customer reference | Customer purchase order or reference. | Use when the customer provides one. |
Recommended Workflow
- Create a new order or convert from an accepted quote.
- Confirm the account, contact, deal, source quote, and customer reference.
- Review line items and totals.
- Set the order status and due date.
- Save, preview, and print or share according to your process.
Best Practice
- Use conversion from quote when possible to avoid retyping lines.
- Do not mark an order completed until your company process is finished.
- Keep cancelled orders for history unless company policy says otherwise.
Troubleshooting
- If the source quote link is missing, confirm the order was converted from a quote.
- If totals differ from the quote, compare each line and tax rate.
- If print preview does not show the latest changes, save the order first.
FAQ
Can an order be created without a quote?
Yes. Direct orders are supported.
Can I edit a converted order?
Yes, if your role can edit orders. Review changes carefully because it may differ from the source quote.