Sales Order Management

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DUE REMINDERS

Follow-up Notifications

ORDER IDCUSTOMER & ADDRESSORDER ITEMSTOTAL AMOUNTACTIONS

DELIVERY CHARGE APPROVAL

Make Request

Choose Request Type
Invoice Amount DeductionEnter the approved amount to deduct from the invoice.
Nothing changes on the invoice until an authorized approver confirms the selected request in Action Center.

SALES LEAD NOTES

Add Notes

RESERVED CUSTOMER FOLLOW-UP

Reserve / Remind Me