ITarian Help

Find the desired product help

ITarian

ITarian

CRM Admin Guide

English

Print Help Download Help
Marketing And Sales > Sales Orders > Add A Sales Order
  • Introduction To CRM
    • Open The CRM
  • The CRM Admin Console
    • The Home Console
    • Configure Your Preferences
    • Use Search Option And Filter Option In CRM
  • Marketing And Sales
    • Manage Marketing Campaigns
      • Add Campaign Records
      • Track Campaigns
      • Associate Records From Other Modules To A Campaign
      • Mass Management Of Campaigns
    • Leads
      • Create New Leads
      • Manage Leads
      • Associate Other Records With A Lead
      • Mass Management Of Leads
    • Organizations
      • Add A New Organization
      • Manage Organizations
      • Associate Records From Other Modules To An Organization
      • Mass Management Of Organizations
    • Contacts
      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
    • Import And Export Records
    • Emails
  • Inventory
    • Assets
      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
    • Products
      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
    • Services
      • Add Services
      • Manage Services
      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
  • Tools
    • Email Templates
    • Add Website Bookmarks
    • View And Manage Calendars
      • Manage Shared Calendar
      • Update And Manage Calendar Entries
      • Manage Calendar Settings
    • Recycle Bin
  • Analytics
    • Generate A Report
    • Manage Reports
  • Configure CRM Settings
    • Configure The Picklist Editor
    • Manage Company Details
    • Configure Miscellaneous Settings
      • Outgoing Email Server Settings
      • Edit Terms And Conditions
      • Manage Currencies
      • Manage Tax Calculations
  • Custom Views
  • About ITarian

Add a Sales Order


  • Click 'All' > 'Sales Order' to open the sales order interface.

There are 4 ways to create a sales order:

  • Create a new sales record – Setup a new sales order from scratch. See 'Create a New Sales Order Record' for details.
  • Clone a sales record - Duplicate an existing record and use it as a starting point to create a new record. See 'Clone a Sales Order' for details.
  • Create a quote from other modules – You can create a sales order from the opportunities and invoice interfaces. Open one of these interfaces then open a specific record then click 'Sales Order' in the right hand menu. See Associate Invoice Records To A Sales Order to learn more.
  • Import Sales Orders records – Bulk import sales orders from a .csv or .vcf file. See Import and Export Records for details.

Once a sales order has been created you can associate it with invoices and opportunities as required. See 'Associate Invoice Records To A Sales Order' for more details.


Create a Sales Order Record

    • Click 'All' then 'Sales Order' (under 'Marketing and Sales')
    • Click the 'Creating New Sales Order' button



    The 'Create New Quote' page will open. The interface lets you specify general quote details, organization name and product details for which you are tracking and following up the sales order.


    Create New Sales Order – Form Parameters

    Form Parameter

    Description

    Sales Order Details

    Subject

    Specify a name of the sales order. This field is mandatory.

    Opportunity Name

    Select the opportunity related to the quote.

    • Click the search icon to select from a list of existing organizations
    • Create a new opportunity by clicking the '+' icon

    Customer No

    Enter the unique number used to identify the customer .

    Quote Name

    Select the quote name for which you are creating and tracking sales order.

    • Click the search icon to select from a list of existing contacts
    • Type first few letters of the quote name and select from the drop down

    Purchase Order

    Enter the associated purchase order received.

    Contact Name

    Specify the contact for whom the quote was created (optional).

    • Click the search icon to select from a list of existing contacts
    • Create a new contact by clicking the '+' icon

    Due Date

    Select the due date for the sales order.

    Carrier

    Select the name of the shipping company.

    Pending

    Enter the pending items to be shipped.
    Status  The different progressing stages of the sales order.
    Sales Commission  Additional compensation for the staff member who successfully processed the sales order.

    Excise Duty

    Duty rate for the shipment.

    Organization Name

    The customer company that the quote is for (mandatory field).

    • Click the search icon to select from a list of existing organizations
    • Create a new organization by clicking the '+' icon

    Assigned To

    Select the staff member responsible for the sales order. This can often be the same member of staff responsible for the quote, opportunity or organization related to the quote. This field is mandatory.

    Recurring Invoice Information

    Enable Recurring

    Allows users to use a Sales Order as template and generate Invoice from that SO regularly based on some frequency.

    Frequency

    Select the frequency of invoice recurrence from the drop-down:

    • Daily
    • Weekly
    • Monthly
    • Quarterly
    • Yearly

    Start Period

    Specify the date when the recurring invoice information will be started.

    End Period

    Specify the date when the recurring invoice information will be stopped.

    Payment Duration

    Choose the recurring payment duration from the drop down:

    • Net 30 days
    • Net 45 days
    • Net 60 days

    Invoice Status

    Select the status of the recurring invoice from the drop-down:

    • Auto Created
    • Created
    • Cancel
    • Approve
    • Sent
    • Credit Invoice
    • Paid

    Address Details

    Copy Billing Address from

    Choose whether to copy the billing address from the organization, contact or shipping address.

    Copy Shipping Address

    Choose whether to copy the shipping address from the organization, contact or billing address.

    Billing Address

    Billing address of the target organization.

    Shipping Address

    Shipping address of the target organization.

    Description Details

    Description

    Enter a description of the sales order for the target organization. This will be visible in the final sales order.

    Item Details

    Currency

    Choose the currency specified in the sales order. The currency is specified in the 'Grand Total' row of a sales order pdf.


    Note: CRM currencies are defined in the settings interface. Click the cog icon at top right to open the settings interface.

    Tax Mode

    Choose whether to apply group or individual product taxes.

    • Group: Applies the tax rate defined in CRM settings to all products. The 'Tax' link will be displayed allowing you to edit the individual tax rate defined for the product.
    • Individual: Applies individual tax rates for each product. Product tax rates can be defined in each product's details page.

    Tools

    You can perform two actions using tools

    •   - Delete the item

    •   - Re-position the item to organize them in a specific order.

    Quantity

    Number of items in stock.

    List Price

    There are three ways to populate the list price:

    • Simply choose an item in the 'Item Name Field'. The list price will be auto-populated if a price has been defined in the product's details page.
    • Enter the price manually.
    • Select a price book which specifies a price for the product.
    • Discount
    • Click the 'Discount' link to offer discounts on the list price
    • Select 'Zero Discount' for no discount



    • Select '%Price' and enter a percentage discount
    • Select 'Direct Price Reduction' option and enter a discount amount

    Total After Discount

    Price after discounts are applied.

    Add Product

    Adds a new product item row to the quote.


    Note: You can add a product in two ways:

    • Enter the first three letters of the product name and select the product from the drop down menu
    • Click the product  icon and select an item from the product list

    Add Service

    Adds a new service item row to the table.


    • Terms and Conditions - Update the terms and conditions if any.
    • Items Total - Total price of all products and services in the quote.
    • Discount - Total discounts across all products and services.
    • Shipping & Handling Charges -– Enter the shipping and handling charges for all items.
    • Pre-Tax Total - Total price of all products and services before taxes are applied.
    • Tax - Click the 'Tax' link to view set tax. Note: This field will appear only for 'Group' tax mode.
    • Adjustments - Specify if there are any adjustments such as discounts or extra charges on the taxable amount.
    • Click 'Save'.


    Clone a Sales order


    CRM allows you to create a new sales order using an existing record as a template. You can then edit the cloned record according to the requirements. This is useful, for example, when you have a sales order which has all the required products and services already configured but you just need to edit the company details.


    Clone a sales order record

    • Click 'All' on the title bar and choose 'Sales Order' under 'Marketing and Sales' to open the 'Sales Order List' interface
    • Click on the name of the quote record you want to clone to open the the 'Sales Order Details' interface
    • Click 'More' on the top right and choose 'Duplicate'



    The 'Creating New Sales Order' form will open with the details populated from the original record.
    • Enter a new subject for the new sales order
    • Edit the details as required. Descriptions of the form parameters are available in the table above.
    • Click 'Save'.

    The sales order record will be saved and added to the list of sales order records in the 'Sales order List' interface.


    Create a record from another module


    You can also create new sales order from other modules. For example you can create a sales order from a particular sales record. See 'Associate Invoice Records to a Sales Order' for more information.

    Comodo Help
    • IT Platform:
    • Help
    • Scripts
    • Wiki
    • Forum
    • Developer
    • RMM
    • Patch Management
    • Service Desk
    • ITSM
    • Managed Service Provider
    • Managed Detection and Response
    • Ticketing System
    • Helpdesk
    • ITIL

    Copyright 2024 Itarian