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How To Create a sales order.

There are multiple ways to create sales orders within Acctivate. You can do so from the "Enter Sales Order" window, from the Customer List window, and more. Check out this article for a link to our training guide.

There are several ways to create a sales order. You can do so from the Customer List window, from the Sales List window, from the Activity list, via import, or just straight from the Enter sales order window. 

There are four main methods of creating sales orders:

  1. Manually creating via the "Enter Sales Order" window.
  2. Via the Webstore Sync.
  3. Via the Import Sales order tool.
  4. Via EDI import.