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Sales Orders
Pull in your sales transactions and their associated performance obligations
Recording a sale and invoice
Providing orders and invoices directly Orders, invoices, delivery logs can all be automatically imported into REVLOCK via our Sync Integrations. However, the easiest way to get started (or for those that have small sales volume) is to use the UI to directly enter and track orders. Note, that you just need to provide the sales transaction and invoice data and REVLOCK will handle the rest automatically. The following video walk through adding a sales order. During the entry you will notic
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Find an order
Using search to find your orders You can search for a sales order on the sales order screen. To reach the sales order screen, click on the sales order icon on the Navigation Bar located on the left side of any page. Navigate to Sales When you click on the icon you will be taken to the sales order screen. There are multiple ways a Sales Order can be searched: Sales Order Number Order Stat
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