Streamline your sales order process for facilities

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foreign [Music] this video provides a screenshot of the sales ordering process sales orders enable you to create and manage orders raised by your customers the sales ordering process consists of four stages first the creation of the sales quote once accepted by the customer the quote then becomes a sales order then the delivery of goods or services takes place and finally an invoice is sent out to the customer on the order depending on your organization's business practice you can start with sales quotes or skip it and start directly with sales orders both quote and order entry screens are the same with the exception of one field if you decide not to use a sales code step this screen can be disabled in the system from the user profile management screen the sales quotes and sales order screens enable you to create new sales quotes or orders review and edit existing quotes or orders email customers sales quotes or orders record notes or attach supporting documentation duplicate the quotes or orders if you need to create them for multiple customers and cancel quotes or orders not fully delivered in the sales order screen you can also view the delivery status of your orders or the status of each order and dispatch the delivery of goods or services lastly to finalize the sales order process within the delivery screen deliveries can be invoiced quickly by clicking on the link without the need of retyping details before creating your first sales court or order ensure you have customer account set up item setup such as stock or non-stock items depending on your business requirements and various codes including general ledger taxes and currency codes all these areas are set up by users in the organization with the corresponding access and permissions [Music]