Sales Orders

CRM > Sales Orders

The Sales Orders page manages sales orders for products. Products are typically defined in inventory first. But sales orders also support specifying "free form" products not in your inventory. Each sales order can override the default prices specified for products.

Note: For a description of sales order actions see Processing Sales Orders

Create New Sales Orders

1. Select the CRM > Sales Orders tab.
2. Click New.
3. Enter the following in the Customer Info panel.
   • Destination Type - Location, Site, Warehouse
   • Destination
   • Contact
4. Enter the following fields in the Sales Order tab.
   • Sales order Number
   • Sales order Date
   • PO
   • PO Date
   • Ship by Method
   • Ship by Date
   • Project - If a project is entered, items listed in the sales order display in the project as a charge when the sales order is posted.
   • Payment Term
   • Sales Rep
   • Pricing Level
   • Shipment Type
   • Status
   • Notes
5. Click Save. Tabs display at the bottom of the page.
6. Click the Inventory Items tab.
   • Click Add.
   • Select one or more products.
   • Click OK.
7. Update the following default values for each inventory item added. Changes are reflected in the Grand Total at the bottom of this tab after you save.
   • Pricing Level
   • Quantity
   • Unit Price
   • Discount
8. Click the Items tab and click Add. These are "free form" items that are not defined in your inventory. After you save a row, click the row to edit it. Changes are reflected in the Grand Total at the bottom of this tab after you save. Repeat this step to add as many rows as you require.
   • Item
   • Item Description
   • QTY
   • Unit Price
   • Discount
   • Taxable - Yes or No
   • Total
   • Click Save.
9. Click the Charges tab click Add. After you save a row, click the row to edit it. Repeat this step to add as many rows as you require.
   • Charge
   • Currency
   • Amount
   • Date
   • Notes
   • Click Save.
10. Click Notes tab.
    • Click Add to add a note.
11. Click the Custom Fields tab.
    • Enter values in the custom fields, as appropriate for this record.
    • Custom fields are maintained using the Admin > My Company > Custom Fields page.
12. Click Attachments tab.
    • Click Upload a new file to upload files to this record.
13. Click Save.