Track a document's revisions

Article • 4/8/2026 • 1 min read

Sales orders, purchase orders, and quotations let you track the changes you make. You can track changes when Revision on the Toolbar is not gray.

To track a document’s revisions

  1. Open the page and make the change.

  2. On the Toolbar, click Revision.

    The window that appears depends on the page in which you are tracking changes.

  3. Type the required information and type a reason for the change.

  4. Click OK.

    Click Cancel to exit from the window.

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