Sales Order

It is the document created within your Organisation, which helps your team to keep track of the of product or service manufacturing and shipping is done according to the agreed price and quantity mentioned in the received purchase order from your customer.

Adding Sales Order Information

You can add new Sales Order in different ways,

  • Adding Sales Order Manually

    • Click on the + Add Sales Order button in the List View.

    • Add the appropriate details

    • Finally, click on Save.
  • Using Quick Create Button

    • It lets you to quickly add Sales Order info from anywhere in Joforce CRM.

    • Click on the + icon in the top Quick Actions Menu bar

    • Choose Sales Order from the drop down

    • In the Quick Create Sales Order popup, add the related information

    • Once done, hit Save.

    • You can also access the complete Sales Order Form right from here by clicking on Go to full form.
  • Importing Sales Order from Existing Files

    • You can get all your existing Sales Order information from different sources inside Joforce CRM with the built-in import option. Gather the list of Sales Order information from different sources and convert it into CSV file and import all in one in just a click.
  • Creating Sales Order from Products, Services and Quotes

    • Navigate to the detail view of the desired record

    • Click on More → Create Sales Order

Default Sales Order fields

By default Joforce CRM offers you with a List of fields, to add the Sales Order related information in Joforce CRM.

You can easily add custom fields to your Sales Order to add more Sales Order related information.

Item Details

  • Tax Region - Specifies whether the tax is calculated based on specific value chosen from the drop down.

  • Tax Mode - You can use either Individual or Group tax

    • Individual - Will take the Tax value that are defined inside each Product or Service

    • Group - Will take the Tax value defined globally (i.e. In Tax Management)
  • Click on + Add Product to add new product section and then click on Product icon to choose the Product.

  • Click on + Add Service to add new service section and then click on Service icon to choose the service.
item-details

Managing records in Sales Order

Common action performed

  • Click on List text box in the top → click on Create New option beside the LISTS to create custom filters.

  • Click on Import → To import all your existing product information.

  • Click on More

    • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields

    • Workflows → To add workflows related to your Task and Events.

    • Picklists Values → To modify the picklist values

    • Numbering → To create custom numbering for records

    • Merge selected records → To merge the records

    • Find Duplicates → To find duplicate in the module

    • Export → To export the data to external source

Action performed in the list view

  • Click on the Search icon in the right corner of the list table → To search for records in that module

  • Click on the Box icon in the right corner of the list table → To alter the header menu

  • Double click on the menu → To sort the menu.

  • Bulk Actions on multiple records → Select the desired records → click on the drop down menu in the top

    • Follow - To keep track of a record

    • Unfollow - Disable when you no longer need to keep track of a service information

    • Add Tag → To add different tag for the selected records

    • Edit → To edit the selected records on the whole (Mass Edit)

    • Delete → To Delete the selected records(bulk deletion)

    • Comment → To add comments to selected record

Actions done on single record

  • Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.

  • Click on the drop down in the right corner of each record

    • Details → Navigate to the detail view of the record

    • Edit → To edit the record

    • Delete → To delete the selected record
  • Click on the Eye icon in the right corner of each record → To get a quick view of your record info without navigating to the detail view

Action performed in the detail view

  • Click on Add Tag below the service icon → To add tag

  • Click on Follow - To keep track of a service information

  • Click on Edit → To edit the record

  • Click on More

    • Delete → To delete the record information

    • Duplicate → To replicate the already existing record to create a new one.

    • Export to PDF → To exprot the Sales Order in a PDF format with PDF Maker

    • Send with PDF → To send the email by attaching the create PDF

    • Invoice → To create a new Invoice related to the Sales Order

    • Purchase Order → To create a new Purchase Order related to the Sales Order

View/ addition of other module records related to the Particular Sales Order

You can easily view/ add the other module records related to a specific Sales Order.

  • Go to the detail view of the particular record

  • Click on the appropriate module icon. It displays all the related records.

  • You can also relate a new record either

    • By selecting from the already existing records

    • By adding a new record to that module

The list of modules included are

  • Activities, Documents and Invoice.