← Glossary

What is Sales Order?

Definition

A confirmed customer order that authorises fulfilment and billing.

In depth

The sales order sits between quote and invoice. EazyCXM tracks it from confirmation through fulfilment to closure with full history.

Quotes & Finance
Related terms

More on Quotes & Finance

CPQ

Software that helps sales teams configure products, apply correct pricing and generate accurate quotes quickly.

Quotation

A formal document offering products or services at stated prices and terms.

Invoice

A document requesting payment for goods or services delivered, with tax and totals.

RMA

The approval and process for a customer to return goods, often for refund or replacement.

Sales Order, made practical

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