Description

Manage Sales Quotes and Orders from the page in the screenshot below, accessible via Sales>Sales Orders. Either create a Sales Quote, that will later be approved to become a Sales Order, or create a Sales Order as the first step, skipping the quote process (see workflow below).

Sales Quote/Order Work Flow

A Sales Quote/Order can have the the following stages:

Add/Edit Sales Order

Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Sales Order to complete.

*You can create one as either a Quote or an Order. A Quote can later be converted to an order.

The following fields are available:

  • Type - Choose whether this will be a Quote or an Order
  • Template - PDF template to use
  • Quote Date - Date the Quote is valid
  • Expiration Date - Date the Quote expires
  • Order Date - Date the Order is valid
  • Delivery Date - Date the order is expected to be delivered
  • Customer - SO's Customer (click the + icon to Add New Customer)
  • Location - Location to post the invoice to
  • Intercompany Location - Intercompany Location to post the invoice to
  • Currency - currency invoice is created in
  • Notes - Long form text field for extra information regarding this object.
  • Drop here to add attachments - Drag and Drop attachments to upload them and associate them with the object

Line Items

  • Item/Description/Kit - click to toggle between a description/item/kit line item. 
  • Cost Center - The line items associated cost center
  • Job - The line items associated job, only this customers jobs will be available
  • Product - The line items product.
  • Inventory Account - if the line item is an Item this is a reference to the Item's Inventory account.
  • Quantity - Number of items
  • Amount - Price per item
  • Tax Code- Select the tax code to apply a percentage tax to the Sales Order
  • Tax Amount - Populated from the Tax Code or manually entered 
  • Total - Quantity * Amount + Tax Amount

 

Actions

  • Details - Click the blue highlight text in the Number column to view the SO's detail Page. For more information see this article: Sales Order Detail
  • Attachments - - Click to view a list of the SO's attachments and download.
  • PDF -  - Click to bring up a PDF preview of the SO. Click anywhere on the preview to download the SO
  • Email - Click to send the SO to the Customer.
  • Delete -  Delete this Quote/Order
  • Create Invoice - Create an Invoice from the contents of the Sales Order
  • Create Purchase Order - Create a Purchase Order from the contents of the Sales Order

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