- Cooley pizza has placed some orders
and it's time to get all that selling into an order.
We do that in the sales module with a sales order,
you can convert quotes or make new sales order.
We'll first convert the two quotes into sales orders.
So I'm going to go back to this opportunity
I have with Nova that's up on the screen right now.
And one workflow of an order
is to do it from this opportunity.
I get already set up the order stage
and all I need to do is fill in this spot right here.
And one way to do that is I can go to this document
which is the sales quotation
and open up the sales quotation.
Draw all of the bottom and you'll see on the bottom
a button that says copy to.
If you click on that button,
you have several things that you can copy this quotation to
the one all around the top is sales order.
So I'll click that and it opens up a sales order
that has filled in everything for me based on the quote.
The only thing that's missing
is a customer reference number
which we now have and the required delivery date.
So I'm going to go over here to customer reference number
first of all,
and I now have an actual
PO here
of IT1010
and I have a required delivery date.
So if I click on the delivery date,
you can click on this icon and pick a date.
Then I'm going to pick a week for this.
So let's say they get it July 14th,
like that.
You may get a message sometimes
about changing the Rose with a new delivery date.
And we have our delivery date.
Again, this could be either depending
on how you guys set up your systems,
a delivery date being the date that you ship it,
or it may be an estimated date of delivery to the customer.
Our system at my office actually uses this
as the date we ship it.
Now, I'm not sending the 10 tablets
on this particular order.
This right here for the Indianapolis Stores
could be a separate order so I can get rid of this line.
So what I'm going to do up there it is,
is first of all, answer the question
about the delivery date that it asks me.
Saying do you want to update the existing table rows?
And I'm going to say yes,
and then I'm going to go here,
right click
and delete a row.
And that deletes the row with the 10 tablets.
And so this was the right one to go to where we're going.
If I scroll down a bit,
you'll see that I have remarks
and the remarks will actually trace where you've been.
So it tells you that we've got a sales quotation
of 1185 here.
I can also put in here that I put the separate order
for the 10 tablets, I could set freight
if I knew what ahead of time.
And that would be by this little button right here.
It says link to freight.
You click on that.
And then you can type in the freight right here.
And I'm going to type in,
let's say $40
as a guess,
and I'll hit update and okay.
And now my freight fills into,
so I get my total correct.
And then I've got most of my order together.
I can check to make sure I'm going in the right place.
So I can go to here to logistics.
This is going UPS Ground.
It's going to the ship to and the builds
who are the same as going to the office.
So we're all good. And that's what I needed to do.
And I'll just hit add.
And that adds the order.
So I've completed my first order.
I'll close this order in quote
and link it with the stages.
I've got sales orders up here.
I can click over here.
And once I can go to the document number
and I'll
double click
twice here on the number
and that should bring up the last one
which is 1180.
And I'll choose that one and update everything.
And now that is in there.
If I head over to summary,
you'll notice that the document type
in document number here has filled in
with the sales order.
'Cause this is the last document that we've been using.
And that's what will be here in this, in the summary.
Now, if I want,
I can go ahead and hit one and update this
and asked me do I want to close all the related activities?
And I'm going to go ahead and say yes,
and we're done.
I'm going to go ahead and hit okay.
That's how you would handle a sales order
coming from an opportunity.
However,
that's not the only way to start a sales order.