Sales Orders/Quotes:
- Click Sales Order/Quote in Order Entry menu
- Click New or New From (To copy an existing order)
- Click on Magnifying Glass to Search for existing Customer/Contractor
- Input Description – This is your Job Name or Job reference information.
- Input Ship To Information – By using the drop-down menu or create a new address.
- Select Inside Sales Person
- Select Delivery Method (Our Truck, Customer Pick Up, UPS, Direct Ship, LTL, Fed Ex etc…)
- Input Required Date – This is the date you want our warehouse to deliver material to the job.
- Input Customer Purchase Order #
- Input any Notes, Internal Notes and/or Delivery Notes (Delivery Notes is a good place for job site contact information)
- Right Click below to select one of the following options
- Inventory Favorites – Usually just frames built as a unit
- Manage Product – Products in our Inventory
- Hardware – Non-Stock Items
- Door – Non-Stock Items
- Frame – To build a 3 piece frame from Stock or create a Non-Stock Item (Add Machine Preps in either the Door or Frame screen)
- Part/Labor – To be done in our Shop Department
- Special Product – Items that are not Comsense supported
- Pool – Items returned from Projects or SO’s that are Non-Inventory
- Elevation – Built Hollow Metal Frames (Built-in Advantage)
- Quote Detail – items from a quote – if you didn’t create SO from a saved quote
- Input Quantities and Sell Price accordingly
- You can select to Save & Close and come back later to Source Material OR
- When Ready Source all of the material to one of the following - Purchase Order, Stock Requisition, Work Order or WIP Transfer
Comments
What impact does the 'Ship Complete' Check box have on a Sales Order?
The "Ship Complete" is a great tool when you only want one shipment on the Order. This will stop your Shipping department from creating a partial shipment.
If you end up needing to create a partial, you can simply go back into the Sales Order and uncheck the "Ship Complete" box?
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