How to Sync a Sales Order to E-auto

After winning the opportunity, review the sales order and convert it to a project. Do NOT sync any product.

Select the appropriate project template from the available options to structure the project.

Choose the Project Manager, set the project status, and define the project type.

Once the project is created, go to the products page, select all products from the same distributor, and create a purchase order.

Click the finance tab, ensure no sales tax is chosen and net terms are 'Due upon receipt'. Set the order to 'pending management review' and save.

After approval, the status is changed to 'Sync to E-auto'.

Once the order syncs, a Teams message will confirm it. You can then go into E-auto to create and send an invoice for prepayment.