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 Adding a new Contact
  3. Click Contacts on the navigation bar. The Contacts list page is displayed.
  4. Click the required name in the Person Name column. 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 in the mobile application with the web application.
  8. Select Contacts on the navigation bar. The Contacts list screen is displayed.
  9. Click the Eye icon to view the contact that you have created.
    Note: You can also use the Search option to view a specific contact.
  10. Verify that the email address of the contact is specified, and the Primary contact check box is selected.
  11. Select Sales Orders on the navigation bar. The Sales Orders 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. Perform one of the following steps:
    • To print the sales order:
      • Click the Print icon on the Order Summary screen. The Order Acknowledgment screen is displayed.
      • Click the Print icon to print the order.
    • 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 in the CRM Web application.
      • Verify that the email address in the To field is same as the email address specified in the application.
    Note: The Print and Email options are also displayed on the order detail screen.