Atlas knowledge base articles.
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Send a sales order to your printer or save it as a PDF for the customer.
Select a template and adjust how your sales orders look when printed.
Answers to common questions about editing, changing, and maintaining sales orders.
Modify a sales order before or after it is confirmed, within system restrictions.
Understand what happens when you delete a sales order and its related documents.
Convert a sales order into a production job and begin manufacturing.
Track the manufacturing progress and deliver finished goods to the customer.
Common questions about fulfilling and delivering sales orders.
Add tax to the order total based on your location and customer type.
Apply a discount to a single product or service line on the order.
Apply a discount to the entire order or use a pre-defined discount template.
Answers to common questions about applying discounts and taxes to orders.
Choose the right customer from your contacts and see their account details.
Fill in the order date, reference number, and any notes to track the order.
Add individual items to the sales order with quantity, price, and account details.
Set up an order in a different currency and apply the correct exchange rate.
Quick answers to common questions about making new sales orders.
Set up a new sales order from the start to track what a customer ordered.
Understand how sales orders work as proposals before creating an invoice.
Learn what each sales order status represents and how it affects your workflow.
Reference guide to sales order numbering systems and how to assign codes.
Find specific sales orders quickly using search and filter tools.
Understand each field on the sales order form and when to fill it.
Quick answers to common questions about creating and managing sales orders.