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title
| title |
|---|
| Sales Order |
Sales Orders
Sales orders allow to track which stock items are sold to customers, therefore converting stock items / inventory into externally sold items.
To access the sales order page, click on the Sell navigation tab and click on Sales Orders option in the dropdown list.
Create Sales Order
Once the sales order page is loaded, click on New Sales Order which opens the "Create Sales Order" form. Fill out the form with the sales order information then click on Submit
Add Line Items
On the sales order detail page, user can link parts to the sales order selecting the Order Items tab then clicking on the Add Line Item button.
Once the "Add Line Item" form opens, select a part in the list.
!!! warning Only parts that have the "Salable" attribute enabled will be shown and can be selected in this step
Fill out the rest of the form then click on Submit
Allocate Stock Items
After adding line item and connecting a part to the sales order, user can either:
- allocate stock items for that part to the sales order (click on button)
- or create a build order for that part to cover the quantity of the sales order (click on button)
Ship Order
After all parts and stock items have been allocated, click on the button on the main sales order detail panel and confirm the order has been sent.
The sales order will be marked as shipped and can not be edited anymore.
Cancel Order
In the event that the order won't be shipped out, user has the option of cancelling the order instead. To do so, simply click on the button on the main sales order detail panel and confirm the sales order has been cancelled.