Overview:

You can customise your quotes page layout by adding sections, custom buttons, and related lists for Sales Orders and Sales Invoices. To access the page layouts for Accounts, navigate to the setup area by selecting Your Name | Setup | Customise, then choose Opportunities and click on the Page Layout link. Within the page layout editor, you can add the “Create Invoice” and “Create Order” buttons to the Custom Buttons section. Additionally, include the “Sales Orders” and “Sales Invoices” related lists in your page layout. This customisation will streamline your process for managing sales orders and invoices directly from the quotes page layout.

Edit Your Quotes Page Layout

You may edit your page layout to add sections and custom buttons and related lists for Sales Orders and Sales Invoices. 

To access page layouts for Accounts:

1. Select Your Name | Setup | Customize.
2. Choose Opportunities.
3. Choose the Page Layout link.

Work with the page layout editor to add the following components:

• Add the Create Invoice button and Create Order buttons to the Custom Buttons component on the page layout. 
• Add the following Related Lists to your page layout
  • Sales Orders
  • Sales Invoices

Learn more about managing your customer data. Import customer and customer transactional data to Zumzum Financials. For a more detailed guide on how to create and customize page layouts in Salesforce, visit the Salesforce Help article on customizing page layouts.