Sales Orders can be sent to customers directly through Tradogram, but this requires the customer to have a connected account.

Prerequisite: To receive sales orders, your customer will be required to have an active Tradogram account and connect with your (the supplier's) Tradogram account

Here are a few tutorials that can help get you and your customer connected:

• Set your Tradogram Account up to manage Sales
• How your customer can invite you (the supplier) to connect your Tradogram Accounts

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Step-by-Step Guide

Once the sales portal is activated and your customer has connected their account:

1. Toggle to Sales View (if needed): Click on "Dashboard" in the left toolbar. 

2. Change the drop-down to Sales View in the top right corner. This will change the navigation bar to show the sales options rather than the purchasing options.

3. Start a Quote: Click on "Transactions" from the toolbar and select "Sales Orders."

4. Click the "Create Sales Quote" option at the top right of the sales order overview screen.

5. Enter Details: Provide a sales quote title, add items, and enter the quantity and pricing details. 

6. Assign Customer: Add any additional order details (optional). In the "Customers" panel, select the customer’s account and choose a point of contact & delivery location from the dropdown menu.

7. Send: Click the "Send Sales Quote" button to issue the sales quote to the customer.

The customer will receive a notification when the sales quote is received and will be able to directly respond to the document through the system.

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