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.
Edit an open order
While an order is open and has no invoice, select Edit. You can adjust:
- expected delivery date;
- lines, quantities, and prices;
- discounts and taxes;
- notes and terms.
You cannot change the customer or source quote. An invoiced order is locked to protect its relationship with the invoice.
Warning
Editing can make the order differ from the accepted quote. Document agreed changes and recheck the total before invoicing.
Outcome
You can verify the result in the team view 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.