# 銷售單

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-order-zht.png)

# 建立銷售單

點擊“新輸入項”，選擇銷售單或退購單

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/3HUcrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/3HUcrm-order-zht.png)

輸入銷售單/退貨單數據，點擊“提交”  
  
如果需要，請單擊“+ 添加行列”

[![so-modal-new-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-modal-new-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-modal-new-zht.png)

# 更新銷售單

點擊銷售單/退貨單右側的“更新”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/hIocrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/hIocrm-order-zht.png)

更新銷售單/退貨單數據，點擊“更新”  
  
如果需要，單擊“+ 添加行列”

[![so-update-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-update-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-update-modal-zht.png)

# 查詢銷售單

點擊銷售單/退貨右單側的“查詢”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/edecrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/edecrm-order-zht.png)

銷售單/退貨單模態出現

[![so-view-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-view-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-view-modal-zht.png)

# 保留標題

點擊銷售單/退貨單右側的“預訂”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/x2ccrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/x2ccrm-order-zht.png)

成功後，將鼠標懸停在銷售單/退貨單的標題上，會出現應收款編號

[![reserved-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/reserved-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/reserved-zht.png)

# 批准銷售單

點擊銷售單/退貨單右側的“批准”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/gQCcrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/gQCcrm-order-zht.png)

當銷售單/退貨單模態出現時，點擊“批准”或“不批准”按鈕確認

[![so-approve-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-approve-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-approve-modal-zht.png)