Sales documents are the documents that represent business transactions in the sales department. Sales documents comprise quotation; inquiry; sales order; outline agreements such as scheduling agreements and contracts, returns, debit, and credit requests. If you wish to view all the sales documents of your organization, then click on “Sales Documents” Option available in the drop-down list of Sale Category.

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When you click on “Sales Document” Option, a list of all the sales documents appear in front of you with some of the essential details such as type of the record, Status ID, document number, Name of the Customer, Date at which the document is created and amount of the document.

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