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3 different ways to create a Sales Order in Cin7. 1. Convert or copy a Quote to a Sales Order. Go to the admin area of the quote screen. Click on the actions drop down and select, "Copy to Sales Order" or "Convert to Sales Order". 2. Go to the Customer or prospect screen and select, "New Sales Order". 3. Go directly to a blank Sales Order screen. Enter a Customer. Enter the items to sale. Click Save and Email. Edit the email template and preview the document to assure it looks right.
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