Yes, you can create a Sales Order without creating a quote first. You can also create a blank invoice directly from the customer in financials. You will be able to chose your own title for the confirmation. By default it is “Sales Order Confirmation”
As with the “Dispatch Notes”, you can create your own names for the copies, such as “Office Copy” “Customer Copy” etc.
To navigate to Customer Financials:
- From Main Menu
- Click Customers
- Near the center middle of the page, click the Financials moneybag icon adjacent to Credit Available