The Sales Order screen is used to manage the sale of Parts within Call2Field. These are often used where there has been a sale of goods but no Engineer attendance required, or for a walk-in sale etc.

The List view of Sales Orders will show all records within your system, and can be filtered to find the record(s) you're looking for.

You can click the 'Add Sales Order' button at the top to create a new record, or double click a line to load an existing record.

To Add a Sales Order, click the Add button on the top left of the list view, or click the '+' icon on the Nav-Bar next to the Sales Order option. Once the Add screen opens, you can start to populate it.

You can either add lines on this screen, or once you've saved your record you can add lines under the Sales Order Lines tab.

After saving or loading a Sales Order, you can view or make changes on screen.

There are tabs located at the top of the sales order screen, these tabs link to other records such as “Sales Order Lines” that show you the parts you have on order. you can edit any of the fields on the Sales order, after editing them be sure to click the “save” button at the top right of the window to save the changes.

The Sales order Line Tab is where you view, add and edit the parts that are being ordered. The totals are displayed at the top of screen, they update automatically depending on the parts that are added.

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The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.