Work with Orders

When a customer The account or contact with which a business unit conducts a business transaction. is ready to purchase a product An item in the product catalog. Products can be linked to other records, such as quotes, campaigns, and cases., you can create an order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer. to record the potential sale.

You can delete an order only when it is active. Closed orders are read-only and cannot be deleted. Open the order and view the Status field if you are not sure about the status of your selection.

Create or edit an order

Add or remove a contact

Lock or unlock the price for an order or invoice

Create an invoice from an order

Close an order

Default sales reports

Use the History pane

What else can I do? More tasks...