Add a Sales Order Milestone Cheat Sheet

How to Add a Sales Order Milestone through Create New and Bulk Upload in Orders and Receivables Application

Goal 1: Create a Sales Order Milestone using Create New on the Dashboard

The Manager or Team Lead can add a sales order milestone on the Fieldmobi Dashboard💻

Goal 2: Add a Sales Order Milestone through Bulk Upload

If you wish to add multiple sales order milestones to the system, the Manager can add them using the Upload Data (Bulk Upload) button on the Fieldmobi Dashboard💻

Add Sales Order Milestone details as per the downloaded template

Save the Excel file in CSV Format

Choose the CSV File that you just created and upload data

Upon successful completion of the Bulk Upload, you should be able to see "Complete data has been uploaded without Error" message