Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.

Table of contents:

Creating a Sales Order

Adding Notes to Sales Orders

Creating a Quicklist

Creating a Custom Field

Adding a Location Group

Creating a New Class

Add Class to Customer

Entering text in a Memo

Creating a Sales Order**:**

1. To create a Sales Order, as a salesperson or admin, a customer must be selected and the words “Sales Order” must appear on the header.
   • Customers do not have these options and will always default to sales orders.