Sales Orders

Posted on by Kim Hvidkjaer

Sales Order is an Internal document generated within the company after the Purchase Order is received. It helps your sales team track all the Products or Services that should be manufactured, shipped etc according to the agreed prices and dates. Sales Order comprise Sales Order number, Purchase Order, Recurring Invoice, Billing and Shipping Address, Products or Services, Prices and Taxes etc.


Creating Sales Order individually

You can easily create a sales order by entering information in the fields provided.

Follow few simple steps to create an sales order

  1. Click All drop-down
  2. Click Sales Orders
  3. In the list view of sales order module, click Add Sales Order
  4. Provide necessary information the fields, and click Save


Creating Sales Order from a Quote

After the quote is approved, you can create sales order record out of it. Automatically, the information in quote record is transferred to sales order record.

Follow few simple steps to create sales order from quote record

  1. Click All drop-down
  2. Click Quotes
  3. In the list view of Quotes module, click on desired quote record
  4. In the detail view of that quote record, click More drop-down and click Generate Sales Order
  5. Modify details, if necessary, and click Save


Operations you can perform in list view of Sales Orders module

List view of Sales Orders module enables you to perform mass actions like editing, deleting and filtering records in bulk. In addition, you can also edit fields, workflows and picklist values.

Follow few simple steps to manage operations in list view of Sales Orders module

  1. Click All drop-down
  2. Click Sales Orders
  3. Click on checkboxes of desired sales order records beforehand performing edit and delete operations
  4. Click Actions > Edit to modify sales order record(s) in bulk
  5. Click Actions > Delete to delete sales order record(s) in bulk
  6. Click All Sales Orders dropdown > Create New Filter to create a new view and sort desired records in one bucket
  7. Click WrenchIcon.png wrench icon > Edit Fields to configure fields through Layout Editor
  8. Click WrenchIcon.png wrench icon > Edit Workflows to set up workflows through Workflows
  9. Click WrenchIcon.png wrench icon > Edit Picklist Fields to configure picklist fields through Picklist Editor


Operations you can perform in detail view of sales order record

Detail view of sales order record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc

Follow few simple steps to manage operations in detail view of Sales Orders module

  1. Click All drop-down
  2. Click Sales Orders
  3. Click on desired sales order record
  4. Click Edit to modify field information
  5. Click More > Delete to delete sales order record
  6. Click More > Duplicate to clone current sales order record
  7. Click More > Export to PDF to export the sales order record in default PDF format offered by Simply CRM
  8. Click More > Export to PDF to export the sales order record in default PDF format and export to selected recipients
  9. Click on Export button under PDF Maker drop-down in the left to export customized sales order records
  10. Click Tag Cloud drop-down in the left to tag current sales order record. More details


Item Details block

Item Details block in Sales Orders module gives you the flexibility to add Products/Services, manage different prices through Price Books, and offer discounts.

Follow few simple steps to manage operations in Item Details block

  1. Click All drop-down
  2. Click Sales Orders
  3. In the create view or edit view of existing sales order record, you can locate the Item Details block
  4. The operations you can manage in Item Details block are depicted in diagram below

ItemDetailsBlock.png

Helpful links : Tax Mode, Price Books, Products, Services

Recurring Invoice

Your organization might have to create invoices periodically depending upon the businesses you deal. Simply CRM gives you the flexibility to generate recurring invoices from sales order records.

Follow few simple steps to create recurring invoices

  1. Click All tab on menu bar
  2. Click Sales Orders
  3. Click on desired sales order record
  4. In the detail view of a sales order record, you can find Recurring Invoice Information’ block

RecurringInvoices.png

  1. Enable Recurring : Enable the check-box to initiate generating invoices periodically
  2. Start Period : Specify or select a date on which your first invoice should be generated
  3. Payment Duration : Select the number of days within which your customer is supposed to make payment. Also, in the invoice record, Due Date is calculated as Invoice generated date + Payment Duration
  4. Frequency : Invoice generating cycle depends on frequency you set. For instance, if you select Monthly, invoice is generated once in every month after Start Date
  5. End Period : Specify or select a date on which you want your invoice to stop generating
  6. Invoice Status : The newly created invoice record picks up this status automatically.

Associating Sales Orders with other records

This will display all-round view of relations of Sales Orders module with other modules and maintains log of complete history.

Updates To track all modifications done on sales order record
Activities To schedule a task
Documents To associate documents with current sales order record
Invoice To view the invoice record created from current sales order record