Sales Quotes and Orders

In TRASER DMS 365, you can create sales quotes, which function as an initial step before creating sales orders. You can input all the details related to an item for sale in both sales quotes and sales orders. This enables you to send the customer a quote before creating the actual sales order. Once the quote has been accepted, you can create a sales order from the quote. You can also create a sales order manually. The sales order is used for the actual sale of an item. The order reflects the information in the sales quote and also contains any changes made. In addition, you can post and print an invoice directly from the sales order.

This chapter covers the following topics:

Creating Sales Quotes

To create a sales quote, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Sales Quotes in TRASER DMS 365.
  • The page Sales Quotes is displayed.
  • Click New in the menu bar.
  • The page Sales Quotes is displayed.
  • Fill in the fields Customer Name and Order Type in the General FastTab.
  • Fill in fields such as Customer Disc. Group or Person in Charge if required.
  • Navigate to the Lines FastTab.
  • Select the line Type. In this example, select Item.
  • Enter the item you would like to sell into the No. field.

Tip

You can also select an item from a list of existing items via Manage > Select item... in the menu bar of the Lines FastTab.

  • Enter the sales price into the Unit Price Excluding VAT field.
  • In the Location Code field, select the location of the item.
  • Fill in the remaining columns as required.
  • Select Home > Release from the menu bar.
  • Your changes will be saved automatically.

You have successfully created a sales quote.

Printing Sales Quotes

Once you have created a sales quote, you can print it and send it to a customer.
Please proceed as follows to print a sales quote:

  • Use the quick search (ALT+Q) to find the page Sales Quotes in TRASER DMS 365.
  • The page Sales Quotes is displayed.
  • Select the Sales Quote that you would like to print.
  • The page Sales Quotes is displayed.
  • Select Print/Send > Print... From the menu bar.
  • The Print Wizard is displayed.
  • Customize the settings in the Options FastTab as required.
  • Click Print to print the sales quote.

You have successfully printed a sales quote.

Creating Sales Orders

To create a sales order, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Orders.
  • The page Sales Orders is displayed.
  • Click New in the menu bar.
  • The page Sales Order is displayed.
  • Fill in the fields Customer Name and Order Type in the General FastTab.
  • Fill in fields such as Customer Disc. Group or Person in Charge if required.
  • Navigate to the Shipping and Billing FastTab to enter information on the delivery process and billing as required. For example, you can specify a default destination bin for the sales order in the Destination Bin Code field. This destination bin is also transferred to all sales order lines of type Item. You can also enter a shipping agent's package number in the Package Tracking No. field. This number is transferred to Warehouse Shipments.
  • Navigate to the Lines FastTab.
  • Select the line Type. In this example, select Item.
  • Enter the item you would like to sell into the No. field.

Tip

You can also select an item from a list of existing items via Manage > Select item... in the menu bar of the Lines FastTab.

  • Enter the sales price into the Unit Price Excluding VAT field.
  • In the Location Code field , select the location of the item.
  • Fill in the remaining columns as required.
  • Click on Home > Release in the menu bar.
  • Your changes will be saved automatically.

You have successfully created a sales order.

Posting Sales Orders

Once you have created a sales order, you can post it and create and print an invoice.
Please proceed as follows to print a sales order:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Orders.
  • The page Sales Orders is displayed.
  • Select the sales order you would like to post.
  • The page Sales Order is displayed.
  • Click Home > Preview Document > Post in the menu bar.
  • A dialog window is displayed.
  • Select the fitting option. In this example, select Ship and invoice.
  • Click OK to confirm your selection.
  • A dialog window is displayed asking whether you want to open the created invoice.
  • To confirm, please click on Yes.
  • The page Posted Sales Invoice is displayed.
    Click Print/Send > Print in the menu bar.
  • The Print Wizard is displayed.
  • Customize the settings in the Options FastTab as required.
  • Click Print to print the invoice.

You have successfully posted a sales order and printed the associated invoice.

Creating Sales Order from Sales Quote

You can also create a sales order from a sales quote. In this case, all details from the sales quote are transferred to the sales order.

To create a sales order from a sales quote, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Sales Quotes in TRASER DMS 365.
  • The page Sales Quotes is displayed.
  • Select the sales quote you would like to create a sales order from.
  • The page Sales Quote is displayed.
  • Click on Home > Make Order in the menu bar.
  • A dialog window is displayed asking whether you want to convert the quote into an order.
  • To confirm, please click on Yes.
  • Depending on the setup, another dialog window is displayed asking whether you want to archive the quote.
  • Select the desired option.
  • The sales order is created.
  • A dialog window is displayed asking whether you want to open the new sales order.
  • To confirm, please click on Yes.
  • The page Sales Order is displayed.
  • Check all details and add more as required.

You have successfully created a sales order from a sales quote.