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Create Blanket Sales Order

You store a long-term customer agreement as Pending Approval (pending-approval), numbered BLSO-, that holds a negotiated price for later releases against an account and its main contact. Releases are allowed when it is Active (active).

Create Blanket Sales Order​

  1. Go to Sales → Sales Pipeline → Blanket Sales Orders. Choose Create Blanket Order.
  2. Create Blanket Sales Order opens, with Order Basics, Notes, and documents.
  3. Press Create. That starts Create Blanket Sales Order.
    • Pending Approval (pending-approval) means it is awaiting manager or finance approval. Active (active) means it is approved and in effect, so releases are allowed.

You should see Pending Approval (pending-approval) and the number prefix BLSO-.