How To: Create a Sales Order from a Call List

  1. Open a Repeat Orders screen (show me how).
  2. In the [ Repeat Orders | Call List ] screen, double-click on the relevant customer line to create a sales order for that customer.
    Note: you will need to use the filters to perform this action against a 'Call List' for a day other than today.
  3. The sales order will be created and can be completed as normal.

See Also

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