Creating and Editing a Sales Order

Creating a Sales Order

1.Navigate to Sales > Orders > Orders > New

2. Select a customer. All the customer related details will be auto populated from the customer contact card if the customer exists in Odoo already. 

3. Fill in the Expiration date

4. Click on Add a Product

5. Click on Other Info tab. 

6. Click on Confirm

7. You will be able to see the change in the Log Notes and in the sales quotation list screen as Locked as to limit the editing of the confirmed sales order.

Editing a Sales Order

Note:  To Edit the sales order, it should be in the quotation stage. Follow the steps below to edit a sales order:

1. Click on Unlock 

2. Click on the Cancel button to cancel the sales order

3. Click on Send and Cancel to to send a mail to the customer and cancel the sales order, click on Cancel if there's no need to send the cancel email to the customer.

4. Click on Set to Quotation

5. Edit the information that needs to be edited. In this example edit the quantity.

6. Click on Confirm

7. It will be now changed back to Sales Order.

You can also watch this video for reference: https://waoconnect.screencasthost.com/watch/c0fTeYVz35z