Delivery
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Document similar to a packing slip that is included with shipped items
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Includes an additional “Expires” date field
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Quote
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Pricing document given to customers without finalizing a sale
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Includes an additional “Expires” date field
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Work Order
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Document listing parts and labor required to service the customer
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Includes an additional “Expires” date field
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Invoice
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Document for a completed sale
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When saved, part quantities will automatically be depleted
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Internet Order
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Quote from an online vendor
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Includes an additional “Expires” date field and eCommerce section
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e-Commerce information will be automatically pulled in
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Includes the Source and Web Token number
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Set to “Pending” by default
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Customer Status displays the status of the Internet Order and whether or not it has been approved by the customer if any changes were made
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