- [Instructor] You added a sales order,
copying it from an open opportunity.
If I picked win before I added the order,
like I did with the Carpenteria stores opportunity,
I've closed the opportunity.
I can't modify in the stages.
Let's take a look at this in the Carpenteria opportunity.
So I'm going to go to Opportunity here
and it happens to be the last one
so all I have to do is go to the last data record.
And go to Stages, and here you see it.
All these stages are grayed out
and I can't get in here to handle this sales quotation.
So I'm going to go back over here to Summary
and you'll see this is still open and these still are white,
so I can actually change these.
But what I'm going to start to do is I'm going to make
that sales order first.
And I'll do that by going to this document number
and clicking the link, pulling up the sales quotation,
and then using Copy to, to send it to a sales order.
And there's our sales order.
I'll change the customer reference number to Verbal Sarah
and we'll put a delivery date of tomorrow
because we're going to rush these over there.
And I was told to get them there quickly,
and so we're going to go into Logistics here.
It's going to ask again if I want to update the existing rows
because the delivery date,
and then I can go to Logistics tab
and I'm going to change my to UPS Red.
Again, it's going to ask you about updating existing rows
'cause it's changing delivery dates
that are organized with each one of those contents, okay?
I'm not sure where the freight is on this yet,
so I'm going to wait on that.
So that's all set to go.
And so there's our order for all 20 tablets.
I'm going to go ahead and add this.
And I get this screen here.
This is an item availability check.
And what it's saying is,
hey, you don't have enough of those.
If you look here, we've got a quantity ordered of 20,
but we only have 15 in stock.
Now, if I had some available,
there would be a number here in Earliest Available
of when I would get those.
I don't have any extra.
I only have those 15,
so I can do lots of different things here.
I can continue, I can change the available quantity,
I can display available promise reports
and a bunch of other reports,
which we'll look at a little later,
or I can just delete the row.
Or if there's some alternative items you include that.
So for right now, I'm going to just process this order.
So I'm going to hit Okay,
with just continue,
and once again, hit Add,
and now it's added that order.
And that was 1181.
So we can go now, go back over here
and close up the sales order
and close up the sales quotation.
So now we're back here in Opportunity.
And I'm going to change the Document Type here
to Sales Order, and now just like I did before,
find that document.
And there it is, and I'm going to choose it.
It asks me if I want to update amount and gross profit,
and I go, yes, and now it's here.
If I check over at Stages, look what's happened.
It's actually included the document type
and document number in the order stage.
You've added now two sales orders for quotes.
While we added the order from an opportunity-linked quote,
you could have also added it from any open quote.
We have one more order to fill for the Indianapolis tablets
and let's look at how to do one from straight nothing, next.