Note: For QuickBooks Online (QBO) users, QBO does not support Sales Orders, even though Method:CRM does. Thus, if you create a Sales Order in Method:CRM, this will not sync to QuickBooks. However, if you create an invoice from this sales order, the invoice will sync as usual.

The Sales Orders Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis () on your Sales Orders App and selecting Preferences

When a sales order is created, you are given the option to print or email a notification to the customer.

  • Email Notification Template: Email Template used when clicking the Email button on the sales order, which sends an email to the customer. To edit this template, using Method:CRM's Send Email App, and select Edit Templates. 

  • Email Outgoing Activity Type: When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.

  • Print Template: When the Print button is clicked on the sales order, a PDF file will be created and will use the template chosen here. To edit this template, you need to use Method:CRM's Report Designer tool.

If any of these dropdowns are left blank, the default values will be used.

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