Sales Orders (SO)

How to create a Sales Order

A Sales Order transaction is generally copied from an accepted Quotation.

New Sales Order from accepted Quotation

• Open the accepted Quotation and click Actions > Copy to Sales Order to open the Copy dialogue.

• Select the items that have been accepted and click the Copy button to create the Sales Order.

New blank Sales Order

• Click the New button on the grid view or from an open Sales Order

• Customer - Select a Customer and then select a Contact - if only one Contact is linked to the Customer, it will automatically be selected. Open Menu > Customer > Add/Edit to add a new Customer or edit the selected Customer.

• Rep - By default the Sales Representative linked to the Customer will be selected. You are, however, able to select a different Sales Representative.

• Add Items - Add a search string and then click on the Items lookup (Above the Items grid) to view the list of items that match the search. Select an item, add a Qty and click the Add button. (Keyboard shortcuts: Enter search box and type a Search string - Tab to Items Lookup - Spacebar to open Items Lookup - Arrow keys to scroll Items - Tab to Qty - Enter to add the selected item).

Output

An Order Confirmation can be printed or emailed using the default template which will displays the estimated Delivery Date as well as the Item Description, Specification, Quantity and Price.