Fill a client order

Yzhack Ruiz

Good morning, can anybody share a sheet or idea to register the sale order. I am novel in smart sheet and now I solve using a list to slect or chose a data of the client, and then register it like, name. adress, state, etc, but it takes some time and space. Thank you

Shaine Greenwood

Hello Yzhack,

 

You might try starting with one of our sales templates: https://help.smartsheet.com/articles/1008770-template-tutorials#sales

 

You may need to make further adjustments to the sheet to fit your needs.