Sales Order

This page contains information on how to create sales orders for machines created via a forecast.

This chapter is divided into the following sections:

Creating Sales Order

This section describes how to create a sales order for a service item with forecast. To be able to create a sales order, you first have to create a Sales Quote from a Sales Calculation. To create a sales order from a sales quote, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Quotes.
  • The page Sales Quotes is displayed.
  • Enter the number of the Sales Quote you have created beforehand into the search field.
  • Open the sales quote by clicking on the sales quote number.
  • Click on Home > Make Order in the menu bar.
  • A dialog window is displayed.
  • Click Yes to confirm the dialog window and to turn the sales quote into a sales order.
  • You can now open the sales order.

You have successfully created a sales order for a machine created via a forecast. If the machine isn’t in stock, you may want to create a Purchase Order. You may also create a Shipment or Invoice.