The Sales Orders feature is available in Sales Pack extension.
A Sales Order represents a group of products or services with their quantities and prices.
You can add the Sales Orders panel to the Account detail view to be able to see related sales orders. At Administration > Layout Manager > Accounts > Bottom Panels.
You can add the Sales Orders panel to the Opportunity detail view at Administration > Layout Manager > Opportunities > Bottom Panels.
In the article:
- Converting from Opportunity or Quote
- Generating Invoices from Sales Order
- Total Values Layout
- Sales Order Items
- Printing to PDF
- Sending sales order in email
- Automatic numbering
- Default tax
- Copying values from product to sales order item
- Locking
- Automation with Workflows or BPM
Method 1. Create a new sales order. On the form, select an opportunity or a quote. Data will be copied from the opportunity/quote to the created sales order.
Method 2. Create a new sales order from the Sales Orders relationship panel on the detail view of the opportunity/quote.
You are able to create Invoices from an existing Sales Order record.
Method 1. Create a new invoice. On the form, select a needed sales order. Data will be copied from the sales order to the created invoice.
Method 2. Create a new invoice from the Invoices relationship panel on the detail view of the sales order record.
The layout of total value fields (in the bottom on detail view) can be modified at Administration > Layout Manager > Sales Orders > Bottom Total.
A Sales Order has the list of items. Each item can represent a certain product or a service with description, quantity, tax rate, list price, and unit price fields. It's possible to sort items manually.
There is the ability to add custom fields to the Sales Order Item entity type using the Entity Manager.
The layout of Sales Order Items can be modified at Administration > Layout Manager > Sales Order Items > List (Item).
It's possible to specify a discount in percents. To have this ability, an administrator should add the Discount (%) field to the List (Item) layout.
Sales Orders can be printed to PDF. This action is available in the dropdown next to the Edit button on the sales order’s detail view. Then, you will be prompted to select a template. More info about printing to PDF is available here.
See the documentation for quote templates.
A Sales Order PDF can be send in an email as an attachment. Open a sales order record, click the dropdown next to the Edit button and then click Email PDF.
By default, the Number field is auto-incremented. You can disable auto-increment at Administration > Entity Manager > Sales Order > Fields > number. It's also possible to make the number field read-only.
The prefix of the next number, the next number itself and the quantity of digits in the number can be configured at Administration > Entity Manager > Sales Order > Fields > numberA.
By default, there is no Name field on the Detail layout. The Number is used as a name. You can add the Number field at Administration > Entity Manager > Sales Order > Layouts > Detail.
To have the default tax, you need to have a Tax record created in your CRM. Taxes can be accessed at: the Quotes list view > dropdown in the top-right corner > Taxes.
An administrator can specify the default Tax record at Administration > Entity Manager > Sales Order > fields > Tax > Default.
Field values can be transferred from a product to a sales order item upon product selection. Field names you want to be copied should coincide in the Product and the Sales Order Item entity types.
You can select which fields you need to be copied: Administration > Entity Manager > Sales Order Item > Fields > Product > Fields to Copy.
A Sales Order can be locked if it's completed or canceled. When a record is locked, a specific fields become read-only. An administrator can configure the field list at: Administration > Entity Manager > Sales Order > Edit.
If the settings parameter Forbid order unlocking is checked, once a record is locked, it can be unlocked only by an administrator.
The following service actions are available in Workflows and BPM tools:
- Add Sales Order Items
- Convert Currency
- Send in Email