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switch to related sales order/invoice
On SO, you have a Quote field. If you create the SO from the quote, this field will be automatically filled in, if you create the SO directly you can select the related Quote. Once you do that, you will see the SOs in the quotes related list and you will be able to click on the quote field in the SO to go directly to the quote.

The exact same functionality exists between SO-Invoice.

Make sure you have the fields visible and filled in.

Let us know how it goes.

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RE: switch to related sales order/invoice - joebordes - 08-19-2015, 01:36 PM

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