Sales Order Information Boxes
The following table describes the default information boxes.
| Box | Description |
|---|---|
| Account | The account associated with the sales order. To find an account, click the Find  button. This information is required. |
| Requested By | Click the Find button to find the contact requesting the sales order. |
| Opportunity | The opportunity associated with the sales order. To find an opportunity, click the Find button. |
| 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. |
| Currency | The exchange rate for the sales order. Click the Find button to open the lookup and select an exchange rate. |
| Exchange Rate | Displays the Exchange Rate if you selected a Currency. |
| Order Location |
The site or office that generated the quote. Click the Find |
| Default Warehouse | Click the Find button to find the warehouse location that will ship the order. Auto pricing is determined by the default warehouse. |
| Purchase Order | The customer's Purchase Order number. |
| Comments | Type any additional notes about the sales order. |
