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Sales Order Confirmation (SOC) – Setup

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A Sales Order Confirmation (SOC) is an optional step that provides your clients with a formal order approval process once they’ve received (or even in place of) your quote. This dynamic feature allows your customers to provide feedback and sign off on details before you commence production.

Activation

SOC functionality is switched off by default, but you can easily activate it within your Company Settings.

Navigate to:
MainMenu > Your Company > Company-wide Settings > Company Settings > Default Settings.

Click Edit

In the Quote section, locate the dropdown menu for “Allow order confirmations?”, make your selection and hit Save.

Once enabled, we recommend refreshing your browser tab to ensure the changes take effect immediately.

Summary Board

Additional SOC information is also available in the Quotes Summary Board to enhance your custom views and reporting.

These fields are hidden by default; to enable them, go to Edit Columns in the Quote Summary Board settings panel. (they’ll be at the bottom of the list)

Good to know:
The five digits following ‘OC’ in the SOC ID correspond to the original Quote number (e.g. OC00595 relates to Quote 00595). This makes it easy to cross-reference the two documents at a glance.

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