Printing and emailing Sales Order

To print or email a sales order:

  1. Select Quick Add > Contact on the Infor CRM Web application. The Add New Contact window is displayed.
    Note: The account must have a primary contact.
  2. Specify the contact information. For more details, see
  3. Click Contacts on the navigation bar. The Contacts list page is displayed.
  4. Click the Person Name. The Contact detail page is displayed.
  5. Verify that the email address of the contact is specified, and the Primary Contact check box is selected.
  6. Access the Infor CRM Mobile application.
  7. Click the Synchronize Changes option to synchronize the changes with the mobile application.
  8. Select Contacts on the navigation bar. The Contacts list screen is displayed.
  9. View the Contact that you have created.
    Note: If required, use the Search option.
  10. Verify that the email address of the contact is specified, and the Primary contact check box is selected.
  11. Select Sales Order on the navigation bar. The Sales Order list screen is displayed.
  12. Click the Add icon to add a new Sales Order. The Sales Order Header screen is displayed. For more details, see Adding a new Sales Order
  13. Do one of the following:
    1. To print the sales order:
      1. Click the Print icon on the Order Summary screen. The Order Acknowledgment screen is displayed.
      2. Click the Print icon on the Order Acknowledgment screen to print the order.
    2. To email the sales order:
      • Click the Email icon on the Order Summary screen. The default email application is displayed.
        Note: This page is only displayed when the email address is specified, and the Primary Contact check box is selected.
      • Verify the recipient in the email To field.
    Note: The Print and Email options are also displayed on the Order Detail screen.