Common actions

Export

You can export a sales order in two ways:

Send e-mail

1. Open the sales order you want to export.

2. Click Export

3. Select Send e-mail.

4. Specify the recipient.

Activate Update document e-mail address with specified address if you want to replace the sales order's e-mail with the new e-mail.

Document contact e-mail

This is the e-mail specified in the sales order's properties and is taken from the business partner's details.

E-mail text

You can specify the text to be displayed in e-mails. To do this, follow these steps:

1. Activate the option Specify e-mail text.

2. Enter your text in the field E-mail text.

You can save the specified text as a template and use templates to speed up your work with e-mail texts.

Attachments

You can attach previously uploaded files or upload files directly when sending an e-mail.

To attach a file, follow these steps:

1. Activate the option Attach files.

2. Use the file uploader to upload new files or select previously uploaded files.

5. Click Send

Download file

1. Open the sales order you want to export.

2. Click Export

3. Select Export PDF.

Internal remark

You can add an internal remark to the sales orders.

1. Open sales orders.

2. Select the sales order you want to add the remark to.

3. Click Edit

4. Click Remark

5. Enter the remark.

6. Click Done