Adam Weaver
10/10/2025, 3:22 PMCeligo AI
10/10/2025, 3:22 PMAI generated answer (using internal Slack threads):Yes, it is possible to add a form to every sales order that is blank but then saves with entered data. You can create a custom form for your sales orders. Here are the steps to do it: 1. Navigate to
Customization > Forms > Transaction Forms.
2. Click New to create a new form.
3. Select Sales Order as the type of form you want to create.
4. Fill in the details for your form, such as the name and whether it's preferred.
5. In the Fields subtab, you can add or remove fields as needed. You can leave these fields blank, and they will save with the data entered when the sales order is created.
6. Click Save.
Now, whenever a new sales order is created, you can select this form and it will be blank. Once you enter the data and save the sales order, the data will be saved in the form.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/10/2025, 3:22 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833191037
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825866759
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823547423
Celigo AI
10/10/2025, 3:22 PM