# 销售单

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

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

# 创建销售单

点击“新项目”，选择销售单或退货单

[![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/u9wcrm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/u9wcrm-order-zh.png)

输入销售单/退货单数据，点击“提交”

如果需要，请单击“+ 添加行线”

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

# 更新销售单

点击销售单/退货单右侧的“更新”按钮

[![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/32Kcrm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/32Kcrm-order-zh.png)

更新销售单/退货单数据，点击“更新”  
  
如果需要，请单击“+ 添加行线”

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

# 查询销售单

点击销售单/退货单右侧的“查询”按钮

[![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/AF2crm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/AF2crm-order-zh.png)

销售单/退货单模态出现

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

# 保留标题

点击销售单/退货单右侧的“预订”按钮

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

成功后，将鼠标悬停在销售单/退货单的标题上，会出现应收款编号

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

# 批准销售单

点击销售单/退货单右侧的“批准”按钮

[![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/qs9crm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/qs9crm-order-zh.png)

当销售单/退货单模态出现时，点击“批准”或“不批准”按钮确认

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