This feature is not available if your implementation includes Accounting Integration. Accounting Integration users can view associated sales orders on the Accounting Sales Orders tab on the Account Detail view.
Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.
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This feature is not available if your implementation includes Accounting Integration. Accounting Integration users can view associated sales orders on the Accounting Sales Orders tab on the Account Detail view. |
Send sales order information in an e-mail
information boxes
The sales order information boxes contain the primary information about the sales order. The sales order snapshot appears in the upper section of the detail view as well. Users with appropriate permissions can edit these boxes.
detail view tabs
Each tab shows specific information you can use for sales order related activities. Click a link to see more information about each tab.
| Products | Bill/Ship Address |
| Attachments |
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.
