A Sales Order can be added by selecting the client and the product and finally be saved as Pending (Draft) or Approved.
You can create a new Sales Order from the SELL dashboard, by clicking on the Sales Order button.
This will trigger the following document creation page:
The Client field can be automatically populated by starting typing text that is either included in the Client’s name, the Client’s Phone 1 or Phone 2, the Client’s e-mail address or the tax ID of the Client. Adding the Client will automatically populate the Billing Address and Shipping Address fields according to the Client definition. It will also populate the main Contact name of the Client (if a default contact has been assigned under the Client chosen). In case the Client is a new one, the user may click the icon next to the Client textbox to add on-the-fly a new Client to the account.
The SKU field in the Product Details tab can be populated by starting typing text that is either included in the SKU code, the Product Description, the Product Version or the EAN code of the Product definition. Adding the SKU code will automatically populate the Product Description, Product Version and Unit Price fields according to the Product definition. In case the SKU is not found in the account, the user will get notified to add on-the-fly a new Product to the account.
The Order Comments field may accommodate any comments related to the Sales Order. This text will be visible in the default printout of the Sales Order. The Order Tags may accommodate any comma separated keywords to describe the Sales Order (for example, “Priority, Approved”, etc.). This text will not be visible in the default printout of the Sales Order.
The Sales Order can initially be either saved as Pending (draft) or Approved. Either of these actions assigns a number to the Sales Order. If the Sales Order is saved as Pending, the Product Details tab remains open for editing and no Inventory Location is assigned to the Sales Order (the Inventory Location where Products will eventually be shipped from). Alternatively, if the Sales Order is Approved, the Product Details tab becomes non-editable and the user should choose an Inventory Location where items will be shipped from against this Sales Order. A Approved Sales Order can be later reverted to Pending if such an action is needed (for example to correct/amend a quantity or a price error). This action unlocks the Product Details tab and allows for the editing of Products and Product attributes (for example, prices, quantities, etc.).
Once saved as Pending or Approved, the Sales Order can be printed or e-mailed by clicking the respective print/email icons at the header of the Sales Order. More printing/emailing options include printing a Proforma Invoice (print template that includes both Client and Product pricing information) and a Picking Slip and a Packing Slip (print templates to be used internally in the company for picking/packing purposes).
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