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Sales Order procurement documents

PDi CRM Open Sales Order module gives access to a list of sales orders within Sage Pastel Accounting. Apart from just viewing the sales orders, this screen also gives the ability to generate Request for Quotes (RFQ) and purchase orders for either a single or multiple suppliers.

Request for quotes can be generated against multiple suppliers, giving the option to print, view, or email the request to the select supplier. If purchase orders are created from the sales, then these are created directly within the Sage Pastel Accounting company data to be used for receiving or linking to a supplier invoice.

View the screencast below for more information and a quick walkthrough of the module

 

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