Processing Sales Orders

CRM > Sales Orders

Note: To create a sales order see Sales Orders.

Statuses

Typically each sales order progresses through one or more of the following statuses:

• New
• Ready to Post
• Posted
• Voided

Actions

Clicking the Action button sets the appropriate status for the sales order and usually displays a dialog or window for you to complete the action or review the results.

• Post Order - Posts the sales order.
• Generate Order - Creates a printable sales order.
• Print Order - Displays a printable PDF of the sales order
• Email Order - Sends the PDF to email recipients.
• Void Order - Voids the orders.

Messages confirm an action has completed successfully.

Inventory

Inventory Product quantity will be decremented upon Delivering the Products. Posting will allow you to Bill the Customer.

Note: Updating customer hardware assets and software assets from completed sales orders is not currently supported.

Processing Sales Orders

1. Select the CRM > Sales Orders tab.
2. Click a sales order with a Status of New.
3. Click Actions > Generate Order.
   • The Status is set to Ready to Post.
4. Click Actions > Print Order.
   • Review the PDF to ensure it is correct.
   • If necessary, make changes to the sales order, regenerate and review the PDF again.
5. Click Actions > Email Order.
   • Email Template
   • Send Email - Separate Recipients or Combined Recipients
   • Contacts - Optionally uncheck to exclude.
   • Other Email - Enter email addresses manually.
   • Attachments - Optionally check to include.
   • Click Send.
6. Click Actions > Post Order.
   • The Status is set to Posted.