Sales Order-Link Receipt, Email

A Sales Order is the next step, following the prospective customer’s acceptance of the Customer Quotation and has shared the Purchase Order (PO) with the seller. Generated by the company itself, a Sales Order is used as an acknowledgement of the PO shared by the prospective customer before delivering the finished good(s).

You can link a customer receipt and email a sales order by using the Deskera ERP’s Sales Order feature.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Link Receipt with a Sales Order

Step 1: Go to Sales Order under Accounts Receivable-Sales tab in Deskera ERP.

Select the Sales Order and click on Link Receipt. Fig 1.5.2.3.1 Link Receipt

Step 2: Select the receipt to link and click on Submit. 

The customer receipt will be linked successfully with the sales order.Fig 1.5.2.3.2 Link Receipt

Email Sales Order

Step 1: Select the Sales Order and click on Email.   Fig 1.5.2.3.3 Email Sales Order

Step 2: Enter the email ID and fill in the required details. Click on Send.

The email will be sent successfully. Fig 1.5.2.3.4 Email Sales Order