Before you start
A sales order confirms that an approved quote is proceeding. Talento copies the accepted information and links the quote, order, and invoice so you can follow the process without losing the source of each document.
Information
Sales orders do not have an independent creation form. Talento creates one when an approved quote is accepted.
Create an order from a quote
- Prepare the document in Quotes.
- Submit it for internal approval.
- Once approved and continuing, select Accept.
- Talento creates and opens the sales order.
The new order retains the customer, opportunity, currency, notes, terms, and lines from the quote. See Quotes for the full approval flow.
Search and review orders
Open Sales orders to see documents available to you. The list distinguishes Open, Invoiced, and any Cancelled orders.
In the order detail, you can review:
- order number and date;
- customer and source quote;
- expected delivery date;
- products or services, quantities, prices, discounts, and taxes;
- subtotal, tax, and total;
- notes and terms;
- linked invoice, if one has been created.
Outcome
You can verify the result in your personal area or in the state described in the steps above.
Common problems
If an option does not appear, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review your access; you do not need to repeat the task or choose an option that does not apply.