Creating a new sales order
To create a new sales order click the ‘New’ button on the Sales main menu or on another order. Alternatively it is possible to copy an existing order. This will create a new order with the same header and lines as the old.
The status of a new sales order is ‘Under construction’, which can be considered as a draft. Data can be entered into the sales order without regard for accuracy, completeness or consistency. If a sales order is printed while ‘under construction’ it is clearly marked as such. Before the sales order is confirmed to the customer it should be activated by pressing the [Activate] button. Activation will check the completeness and consistency of the sales order. It will also give the order a sales order number and enter the products to the Item planning processes. Sales order activation will be described later in this chapter.
Creating a sales order based on a tentative order
New sales orders can be created from tentative orders created in a sales forecast. In this case you do not create an empty sales order first, but create the order directly from the forecast page.
You need to select the lines from a sales forecast of the type ‘Tentative order’ and create the sales order based on them.
Creating a new sales order from a sales quotation
A sales order can be created from a Sales Quotations. Go to the Sales Quotation in question and press the "Move to Order" button. This will create a new sales order based on the data in the quotation and change the status of the quotation to "Converted"
Uploading sales orders using Excel spreadsheets
It is possible to upload multiple sales orders in one spreadsheet from the main menu.
First download the excel template. This has an "info" tab that explains the usage of the columns on the data tab. Enter your data (for instance by copying from an excel generated by an e-commerce system or given by your customer). Upload the sheet back to the system. It will create one or more sales orders depending on the data in the spreadsheet.
This method can be used whether the customer exists in the system or not. If the customer exists already, use the customer number in the spreadsheet. If the customer is new, then leave the number blank and fill in the columns for the name and address of the customer.