Sales Orders
This chapter describes how to create sales orders for machines with a calculation worksheet. It is divided into the following sections:
Creating Sales Orders
Note
You can also create a sales order directly via a configure price quote. To do so, use the quick search (ALT+Q) to find the Configure Price Quotes page, open the desired configure price quote and click on Sales > Create Sales Order in the menu bar.
This section describes how to create a sales order for a service item with calculation worksheet. To be able to create a sales order, you first have to create a sales quote from a configure price quote. To create a sales order from a sales quote, please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Quotes page.
- Open the sales quote from which you want to create a sales order.
- Click on Home > Make Order in the menu bar.
- Confirm the dialog window with Yes to convert the sales quote to a sales order.
Tip
If necessary, you can display the Margin % field in the sales order lines using the personalization action menu. The margin amount is calculated as shown in the following illustration.
You have successfully created a sales order for a machine with a calculation worksheet. If the machine isn’t in stock, you may want to create a Purchase Order. You may also create a Sales Shipment or Invoice.
Adding Service Items to Sales Orders
You can manually add service items to a sales order. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Open the sales order to which you want to add a service item.
- Navigate to the Lines FastTab.
- Click on Functions > Add Service Item in the menu bar of the FastTab.
- Complete the information according to the following table:
| Field | Description |
|---|---|
| In Stock as | You can filter by service items as fixed assets or current assets in this field. |
| Manufacturer | Select the desired manufacturer from the dropdown list to filter by manufacturer. |
| Category | Select the desired service item category from the dropdown list to filter by category. |
| Subcategory | Select the desired service item subcategory from the dropdown list to filter by subcategory. |
| Model | Select the desired service item model from the dropdown list to filter by model. |
| Service Item No. | Click on the selection field and select the service item from the dropdown list. |
Tip
If you enter the desired service item number directly, the Manufacturer, Category, Subcategory, and Model fields are filled in automatically.
- Confirm your entries with OK.
- If configurations are stored on the service item, confirm a dialog window with Yes to add the configurations to the sales order.
You have successfully added a service item to a sales order manually.