Receiving a Customer Order

Your customer accepted your estimate. You can turn it into a customer order.

The orders come from:

An order holds the financial elements (linked to one or several projects) with the amounts and projected invoicing dates. These are elements that will enable the follow-up of the current orders in a broke-down sales dashboard based.

You can have several current orders for the same project (e.g. case of endorsement).

 

To learn more about it, read the following sections: