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