Sales Order Details Tab

The Details Tab appears in the Sales Order Detail view. This tab contains specific information about the sales order, such as the account manager, who requested the quote, and the buyer.

To view the Details Tab

1. From the Sales Order Detail view of the quote you want to change, click the Details tab. If the tab is not visible, click the More Tabs tab.
2. View or edit the following information.
   • Account Manager - The individual in your company who is responsible for the account. Click the Find button to find the person or team within your organization that manages the account and this sales order.
   • Requested By - Click the Find button to find the contact requesting the sales order.
   • Type - Click the drop-down arrow and select from the list.
3. If you made any edits click the Save button.