Streamline your sales order cycle in loan agreements

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in this topic you will learn how to create a sales order the orders management process allows you to manage different types of orders including the under sales order inter-site orders intercompany orders and contract orders orders can be created in one of four ways a quote can be converted to an order using the manual creation of an order the quote information transferred can be modified as needed inter site purchase orders automatically generate the sales order on the inter site supplier side you can import orders and finally to the orders function you can manually or direct create a sales order orders manage the reservation of goods using allocations which allocate specific stock so it is not available for future orders or deliveries etc a sales administrator or any sales operator is able to manage a sales order from its creation through allocation and printing as well as order modifications if needed when creating an order you must associate the order with the sales site and select the order type when defining order types you must associate it with a specific order category the order categories include normal loan direct invoicing and contract normal orders concern products managed and stocked that are delivered and invoiced loan orders are delivered but not intended for immediate invoicing direct orders are those that concern products without going through the delivery process and invoice and contract orders are created by the contracts function creating an order requires specific customer information and the lines section requires product information quantity price and shipping information let's go into your system and see how to create a sales order to enter in a sales order select the orders function under the sales menu action entry screen I'll select my all to create a new sales order click new in the right-hand panel enter in your sales site I'm going to enter in nao one two enter in your sales type I'll leave mine with the default of s o n and today's date for my soul too I want to select my funtime store so click on my looking-glass and enter in my company name on the management tab notice that a lot of the information defaults in from the customer record the default delivery address fills in but if I want to change it I could go ahead and select a different address on the delivery tab my shipment site fills in for me but I can change that if I want to change it to a different site notice I also have my dates my transportation and my invoicing information my invoicing tab has more invoicing information as long as as well as my payment terms and my lines tab is where I'm going to enter in the product for the quote they ordered some iPhone 5s which I know is d is oh one three I'll leave my unit and I'll order 12 and now allocate 12 and my global price will fall and from my product I can go to my next line the second product they ordered was a printer which I happen to know is D iso:100 note associated with it it popped up when I'm entering in my order I'll leave my units are measured and they order 12 of these as well and once again my gross price pulls in from my product if I want to add header text to this order I can click the header text in the right-hand panel if I want to enter line text I can click on the action card at the frontal line and enter in line text if I have all my information entered in I could go ahead and click create and my sales order has been created but I realize that I need to cancel my printer as that was put on by mistake I can click on the action card in the front line and click close the order line if the stock has already been allocated it will deallocate the stock I can put in my closing reason and click OK and save my changes to print out a customer acknowledgement click on the printer icon and select record and select customer order acknowledgement enter in your filtering information and if you want to email this acknowledgement change your destination to message and as long as workflow has been set up correctly you can go ahead and click print and this will send the customer acknowledged by email to your customer in this topic you have learned the process to create a sales order and how to send the order acknowledgement to the customer