There are several required fields that auto-populate with the customer’s information. If any of these are empty when the SO is created, that means you haven’t filled them out from the Customer record.
Store
Salesperson
Invoice Address
Tax Type
Delivery Address
Two fields that will not be auto-filled are:
Service Location (Unit #) - Unit #’s correspond to Delivery Addresses. When you add a new Unit #, pay attention to the Delivery Address that’s chosen. If more than one exists, select the address you need before creating the new Unit #. When you change the selected Delivery Address, the associated Unit #’s will also change. This is a way to allow us to store Unit #’s for properties that have multiple delivery addresses.
Installation Date
Note: You must fill these two fields out and Apply Changes before you can begin adding order lines
Order Lines
This is where you can add products and services
Unit Price will default to the Store Price unless the customer has Spec. Pricing in which case Spec. Pricing will be used.
Unit Cost will default to the Standard Cost for products and the Store Cost for Services, unless the customer has Spec. Pricing
After material is picked, the cost of material will be updated to reflect the actual cost
Order Line Notes can be added but are not required. These notes are visible on the Pick Ticket and Work Order
Roll Cuts
To add roll cuts, first enter the line total qty and apply changes
Apply Changes - this step is important. If you begin adding cuts before applying changes, an error will occur.
After you apply changes, click the scissors icon next to the product name
To add a cut, specify the cut name, qty (ft), qty (in) and click “Cut”
Final Cut is automatically added to ensure the cut total is never less than the line total. It will disappear when your cut total matches the line total.
Cut Off = the total qty of cuts that you’ve added
Left = Line Qty - Cut Off
Total = Line Qty
Important: Save Cuts before closing
Once you’ve added all of your products and services, return to the Overview Tab
If everything is correct, you’re ready to Confirm the Sales Order
Confirming a Sales Order triggers a Work Order and Pick Ticket to be created
These two documents are accessible from the Sales Order Overview tab, and also from the Field Management and Operations modules
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