Sales Orders and Estimates in Method:CRM

Fran Reed

1/3/2015

 

It seems like there is confusion about the use of Sales Orders and how they relate to Estimates. This blog hopefully shed light on the differences.

 

Often times an Estimate and a Sales Order are intermingled or their use may overlap, but there is a difference.

Sales Orders are generally used for product sales whereas Estimates are used more for custom, labor or unique product or service sales.

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