Sales Order procurement documents

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 so that they can be used for receiving or linking to a supplier invoice.

View the screen cast below for more information and a quick-walk through of the module