Project Management - Sales Orders

Sales Orders

Sales Order comprises Sales Order number, Purchase Order, Recurring Invoice, Billing and Shipping Address, Products or Services, Prices, and Taxes, etc. It helps your sales team track all the products that should be manufactured, shipped or services/warranties given according to the agreed prices and dates.

Creating Sales Order

You can easily create a sales order by entering information in the fields provided.

Follow few simple steps to create a sales order

  1. Click icon
  2. Click Sales Orders under SALES
  3. Click Add Sales Order
  4. Provide necessary information, and click Save

Creating Sales Order from a Quote

After the quote is approved, you can create sales order record out of it. Automatically, the information in quote record is transferred to sales order record.

Follow few simple steps to create sales order from quote record

  1. Click icon
  2. Click Quotes under SALES
  3. In the list view of Quotes module, click on desired quote record
  4. In the detail view of that quote record, click More drop-down and click Generate Sales Order

  1. Modify details, if necessary, and click Save
NOTE! You can generate related Subscription from the Sales Order detail view.

List View Actions

List view of the Sales Order module enables you to perform mass actions like editing, deleting and filtering records in bulk. In addition, you can also edit fields, workflows and picklist values.

Follow few simple steps to manage operations in the list view of Sales Order module

  1. Click icon
  2. Click Sales Orders under SALES
  3. Click on checkboxes of desired Sales Order records beforehand performing edit and delete operations
  4. Click Edit to modify Invoices record(s) in bulk
  5. Click Delete to delete Invoices record(s) in bulk
  6. Click > Create New Filter to create a new view and sort desired records in one bucket
  7. Click on to edit:
    • Fields to configure fields through Layout Editor
    • Workflows to set up workflows through Workflows
    • Picklist Fields to configure picklist fields through Picklist Editor

Detail View Actions

Detail view of Sales Order record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc.

Follow few simple steps to manage operations in detail view of Sales Order module

  1. From the Sales Order list view, select the desired record
  2. In the record view, find the below shortcut icons to perform the actions.

Fields Information

Icons Actions
Mark the record as favorite, to get notified, on any record updates
Tag the record under a preferred section
Share the record with the recipients, via email
Set a reminder to come back later and review the record
Edit a record to modify field information
More options such as delete, print or export record in pdf format, send email, create Invoice, generate purchase order or subscription, and delete record

Item Details Block

Item Details block in the Sales Order module gives you the flexibility to add Products/Services, manage different prices through Price Books, and offer discounts.

Follow few simple steps to manage operations in the Item Details block

  1. Click icon
  2. Click Sales Orders under SALES
  3. In the create view or edit view of the existing Sales Order record, you can locate the Item Details block
  4. The operations you can manage in the Item Details block are depicted in the diagram below

# Field Description
1 Tax Regions Select desired Tax Region from the drop-down
2 Currency Select desired currency from the drop-down
3 Price Books Click on the Price Books to pre-fill all line items selling price with the selected Pricebook.
4 Tax Mode Select desired Tax Mode, Group or Individual
5 Product Click on the Product icon to add products from your inventory
6 Services Click on the Services icon to add services from your inventory
7 Price Books Click on the Price Books icon to attribute different price value.
8 Discounts Click on the Discounts link to offer discounts on the List Price
9 Add Product Click to add a new Product block
10 Add Service Click to add a new Service block

You can also logically group the line items into Sections.

  1. Dependent picklist in Inventory line items to support product hierarchy
  2. You can re-arrange the Line Item block and the fields within it accordingly from Module Layouts and fields.
  3. The Section field will also appear in Print Templates of any inventory module for selection.

Associating Sales Order With Other Records

This will display all-round view of the relations of Sales Order module with other modules and maintains a log of a complete history.

Updates To track all modifications done on Sales Order record

Field Name Description
Updates To track all modifications done on sales order record
Activities To schedule a task
Documents To associate documents with current Sales Order record
Invoice To view the invoice record created from current sales order record