Setting the Sales Order Form Number

Depending on your quality system, you may have to adopt a Form Number in order to adopt the Sales Order form into your quality system for use. To accommodate this, in release 4.2.0, we will be releasing functionality allowing you to create a Sales Order Form Number.

This Sales Order Form Number will appear on every sales order to identify the form with its Quality System document number.

To create your Sales Order Form Number:

1. Log into the Console as an Admin

2. Navigate to the Settings section

3. Select the Organization Settings Tab

4. In the field for Sales Order Form Number, enter the desired document number.

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5. Click Save.

6. As mentioned above, this Sales Order Form Number will now appear on all Sales Orders generated in the bottom left hand corner.

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