Creating Sales Orders

In this guide we will cover:

Creating Sales Orders
Viewing Sales Orders
Sending Sales Orders

Creating a Sales Order
When the Quote is accepted a Sales Order will be created, and can be accessed in the Sales Order section on the right of your Quote. Clicking into this will open the Sales Order for amendments, ordering, and sending.

Fig 1. Sales Order linked on a Quote

If the Sales Order does not create automatically you can use the "Create Sales Order" button on your Quote. This will then show on the right of your Quote as above.

Fig 2. Raising a Sales Order from a Quote

Or to create a new Sales Order directly from the Quotes & Orders section, navigate into this Area, make sure Sales orders is selected, and click "New".

Fig 3. Raising a Sales Order from the Sales Orders Area

On the New Sales Order screen you can add products to order.

If the Sales Order has been raised from a Quote the End-User details will automatically be populated. Otherwise you will need to specify the User using the dropdown on the right. You can also set a Title to describe the Sales Order.

To add Products to the Order you will first need to choose if you would like to add an existing Product, new Product, Generic/Ad-hoc Product, existing Product Bundle, or a new Product Bundle. Once you know which type you would like to add, click the relevant button below the Sales order title.

Fig 4. New Sales Order Screen

When you add an existing Product you will need to specify the quantity. To do this type, or use the arrows within the quantity field to set the correct number. Click "Select" to confirm your Products.

Fig 5. Adding Products to a Sales Order

Creating a new Product will open the New Product modal screen allowing you to create a new Product directly from the Sales Order. Once created this can be viewed and edited in the Products Area.

Fig 6. Creating a new Product from a Sales Order

Generic Products act in a similar way to new Products, however they require less configuration as they will not be stored as a Product in the Products Area. Instead they can be created and used as a one-off Product in your Sales Order.

Fig 7. Adding Generic Products to a Sales Order

If you are adding an existing Bundle you will need to use the dropdown show below to select which Bundle to add, and a quantity which will be used to multiply each individual Product quantity within the Bundle.

Fig 8. Adding a Bundle to a Sales Order

If the combination of Items you would like to add would suit a Bundle, but the Bundle does not yet exist, you can create a one-off Bundle directly from the Sales Order. When you choose this option you will create a "Group" which subsequent Products can be added to.

Fig 9. Creating a new Product Bundle from a Sales Order

Any Products you would like added to this group will need to be added (or edited) and assigned to the group.

Fig 10. Adding Products to a Bundle

Set a name for your Sales Order and click "Save" once you are happy with the contents.

Viewing Sales Orders

Before sending a Sales Order you may want to preview the order. To do this you can use the option "Preview Print" or "Generate PDF".

Fig 11. Viewing Sales Orders

Preview Print will open a view of the Sales Order in the Sales Order screen. To leave this view click "Exit Preview" or click the cross in the top right.