Customer Sales Orders

You may wish to raise a Sales Order when selling something to a customer.

To raise a Sales Order directly from a customer, click '+ New' under the 'Sales' tab.

To raise a Sales order from a related job, scroll down to the 'Linked Documents' pane and click '+ Sales Order':

You can then set the sales date and customer's reference and Save the Sales Order. To add items to the Sales Order, click '+ Add Item' and complete the form. If you have stock lines set up, you can search for these in the Part Ref box.

If you need a different Site/Delivery Address, press '+ Add Site'. If the site you need isn't there yet, you'll need to add a new site first.

When the Sales Order is ready for collect/dispatch, tick the Ready box and Save the Sales Order. When the Sales Order has been dispatched or collected, tick the relevant box. When you've been invoiced for the Sales Order or completed payment, the 'Complete' box can be ticked. All these events will also add a Communications note to record who completed the action and when.

Press the pencil icon to edit the Sales Order.

To add a Sales Order Item to an existing Job, click '+ Add to Job' and input the job number of the job that you would like to add the Sales Order items to in the 'Add to existing job' box. Alternatively, to create a new job with the Sales Order items on, enter the customer name in 'Create new job for' box.

To add a Sales Order Item to an existing Purchase Order (PO), click '+ Add to Order' and input the order number of the PO that you would like to add the Sales Order items to in the 'Add to existing order' box. Alternatively, to create a new PO with the Sales Order items on, enter the supplier name in 'Create new order for' box.

To add a document to a Sales Order, press '+ Document' on the 'Documents' pane. Documents can be viewed or downloaded by clicking their filename, and deleted by pressing the bin icon.

You can raise an invoice from a Sales Order by pressing '+ Invoice' on the Documents pane.

You can add a communication note to a Sales Order by clicking '+ Add Communication'.

You can flag a Sales Order to the user who raised it by clicking the pencil icon to Edit and then clicking the Flag icon. This can be used, for example, to make the user aware there is a pricing or delivery issue that requires resolution.

Flagged Sales Orders will appear for the user who raised it as a flag icon in the top menu. Flagged items (which also includes Purchase Orders and Returns) can be listed by clicking the flag, and edited by clicking the item.

Flags can be removed by clicking the crossed through flag icon.

To cancel a sales order, press the 'Cancel' button. To reinstate a cancelled sales order, press the 'Reinstate' button.

To delete a sales order, it must first be cancelled. It can then be deleted by clicking the trash can icon.