Converting Sale Order to Purchase Order/RFQ with single button click, transfer all important and compatible data. Configurable in settings.
Converting Sale Order to Project Task with single button click, transfer all important and compatible data. Configurable in settings.
Allows to converting records and transferring data between Sale Orders and Project Tasks. Configurable in settings.
Allows to converting records and transferring data between Sale Orders and Purchase Orders . Configurable in settings.
Purchase Order field in Sale Order form
Default Order lines on Sale Order creation based on templates.
Automatically change Salesperson/User on Order Status change. Configurable in Sale Settings.