Streamline Your Document Processes with airSlate SignNow's Sales Order System in NDAs

How to create outlook signature

hello and welcome to the fast financials demo video for sales order processing we start in the sales order processor role center which gives you insight into all of your performance indicators starting with looking at our customer by going to our list of customers we open a customer card looking at the detail of the customer we have a setup of different document types and the rules associated with who they will be sent to in this case we have all sales documents and specifically a sales order to go out to a particular email address we are going to create a sales order for this customer it produces a new order with the next number in the series and it fills in all of the address details automatically we can add in a requested delivery date and a quote number that we want to reference in the document moving on to the lines we select the type of line so we are using inventory i can select an item type the more we type in the closer the match we can search by description item number or name choosing the location quantity and the price defaults in the line details on the right hand side the fax box shows the item availability for this part in this location the line has sales line discounts and drilling down we see that it's supplied to items in the group for raw materials this 15 discount has been automatically applied to the line however we can change the unit price and discount as necessary if we don't have inventory we can choose a gl code for example if we are selling software and we can put in the quantity times the price and it extends the price for me as well as items we are able to put in standard paragraphs that have been previously set up alternatively we can leave it blank and type in free text as required here we can see the totals of the document you can define a tab order so that order entry is very fast at this point we can do a number of things we can send an approval request or if we have inventory we could produce a pick list for the warehouse to pick the goods in this case we are going to print and email the confirmation choosing the edit before sending option so that we can see it and then press print the system then uses the setup to automatically create an email with the correct details as well as an attachment of the order with our company logo we can also store documents against a record for example having received the order from the customer drag and drop the file onto the document receiving fact box selecting the document type here selecting order confirmation the document is automatically stored and it shows against the record with the goods ready we now need to ship them and invoice them pressing the post button we have the option to ship invoice or to ship an invoice at the same time choosing the ship option we can choose to only ship the goods this has now been updated so that the quantity to ship is blank but the quantity to invoice is still there we can either invoice from here or alternatively use a batch job to invoice larger quantities of orders in this case we're going to invoice just this order and complete the document going back to the customer we can drill into the balance we can see the invoice and showing the posted document we see the sales invoice with the order still linked to it now we are going to go back to our role center and we are going to create a new quote clicking on the quotes queue we can drill down and clicking new we can see one of the benefits of now this looks very similar to the sales order header this time however we're going to use a function called get the standard sales codes this is a facility that allows us to use predetermined lines which we can set up for example based on lines that a customer may order repeatedly this inputs the lines automatically onto the document and from here we can change quantities delete deleting add lines etc exactly as normal once we are happy with the quote we can send it in the same way as the order confirmation we can also archive it so that we can make changes and send a different version of the same quote once it is ordered we can use the make order button converting the quote into an order in a single click going into our sales orders with the lines from the quote the procedure here is the same as in the previous order that we created finally we are going to create a credit memo but this time we are going to create it by using the copy document function selecting new and then the customer click on copy document copying from a posted invoice we select our posted invoice using the filter function to find the document quickly we can choose if we want to include the header and to recalculate the lines and click ok it has input the details of the invoice number and the lines that we have copied across from our document including any discounts etc pressing post to complete the document will then update the ledger and that concludes our overview of sales order processing please contact us if you have any further questions