Introduction to Orders

Sales

A Sales Order is an internal document that specifies the details about the product or services ordered by a customer.

Information such as: price, quantity, buyer details, shipping address, billing address, terms and conditions, and mode of payment is included in the Sales Order.

You can convert a Sales Quote into a Sales Order.
You can create a Sales Order directly without raising a Quote.

Ribbon Select Sales > Orders

The Sales Orders listing screen will be displayed.

Select the Site where the order can be located.

The example has KwaZulu-Natal selected.

Select the Status

The list of all the Sales Orders will be filtered using the Site and Status selected.
This screen will open in the New order status by default.
Click on the drop-down arrow to select one of the Status menu options:
- C - Cancelled
- F - Proforma
- I - Invoiced
- N - New order

The Ribbon Action Buttons

The Sales Orders ribbon action buttons will be available (bold) or unavailable (greyed out) depending on the status selection.

From this screen you can Add, Edit, Delete, View.
Note that the Forward navigation button is greyed out. This feature is only available in the Printed Status.

From this screen you can also Create Invoice, Create New Deal, Add Items to Work Order or create a New Deal Project.

Print Options

You can Print Sales Order or Print Proforma Invoice.
The Export feature allows you to export a list of the Sales Orders in the selected Status to an Excel Spreadsheet where it can be printed.