Sales Orders (Without Calculation Worksheet)

This chapter describes how to create sales orders for service items without a calculation worksheet. It is divided into the following sections:

Creating Sales Orders for Service Items
- Creating Sales Orders for Customer Service Items
Adding Costs to Sales Documents
Adding Discounts to Sales Documents

Creating Sales Orders for Service Items

This section describes how to create a sales order for a service item without creating the document from a calculation worksheet. To do so, proceed as follows:

Note

You can create a sales order directly from a sales quote. To do so, click Home > Create Order in the menu bar of the corresponding sales quote and confirm the following dialog with Yes.

Use the quick search (ALT+Q) to find the Sales Orders page.
To create a new sales order, click New in the menu bar.
Select the customer for the sales order in the Customer Name field in the General FastTab.
Select the order type in the Order Type field in the General FastTab.
Optional Fill in the other fields in the General FastTab as needed.
To add a service item to the sales order, click Functions > Add Service Item in the Lines FastTab.
Complete the information according to the following table:

Input field	Description
Asset Type	Select from the dropdown list which inventory you would like to filter by.
Manufacturer	Select the code of the manufacturer of the service item from the dropdown list.
Category	Select the category of the service item from the dropdown list.
Subcategory	Select the subcategory of the parent category from the dropdown list.
Model	Use this field to enter the model of the service item.
Service Item No.	Use this field to enter the service item. If the service item has not been created in the system yet, then leave the field empty. After entering the remaining information you will be automatically forwarded to the item templates to create the item in the system.

Note

If you enter the model name of the service item in the Model field, the Manufacturer, Category, and Subcategory fields are automatically filled in by the system. More information about this can be found in the Service Item Models section.

Click OK to add the service item in a new line.
Optional If needed, add additional costs and discounts to the sales order.
To release the sales order for further processing, click Home > Release in the menu bar.

Tip

If needed, you can use the personalization action menu to display the Margin % field in the Lines FastTab. The margin amount is calculated as shown in the following illustration:

You have successfully added a service item to the sales order.

Tip

You can also use checklists in sales orders. A checklist is automatically created once a service item of a selected category is entered in the lines of a sales order. More information on this can be found under Checklists for Service Items.

Creating Sales Orders for Customer Service Items

In our ERP solution, you can also create a sales order for a Customer Service Item. To do so, proceed as follows:

Use the quick search (ALT+Q) to find the Customers page.
Select the customer for which you want to create a sales order.
Navigate to the Customer Service Items FactBox tab.
Select the desired service item(s) with CTRL+LEFT CLICK.
Click Customer Service Items > Create Sales Order.
Select the desired order type in the Sales Order Type field.
Enter the unit price in the Unit Price field.
Click OK to confirm your entries.

You have successfully created a sales order for a customer service item. You can now process the sales order as usual.

Adding Costs to Sales Documents

Note

If a sales order is in the open status in the system for a long period of time, you can update the prices or discounts of the individual lines before posting. To do so, click Line > Update Price in the menu bar of the Lines FastTab of an open sales order. Then, select which prices or discounts you want to update and confirm your selection with OK. The corresponding prices or discounts are updated in the lines. You can also update prices and discounts of multiple lines at the same time. Simply select all desired lines beforehand.

This section describes how to add costs to sales documents without an underlying calculation worksheet. For the following description it is assumed that you have already created a sales document. Proceed as follows to add costs to a sales order:

Use the quick search (ALT+Q) to find the Sales Orders page.
Click Line > Functions > Add Sales Cost in the menu bar of the Lines FastTab.
The Item Charge Wizard opens.

Note

If no costs or discounts are displayed, it is possible that no item charges have been defined for this document type. More information on this can be found in the Item Charges chapter.

Select the item charge from the list.
Enter the amount in the Charge Amount column.
Confirm your entries with OK.

You have successfully added a new line including sales costs to the sales document.

Adding Discounts to Sales Documents

Note

This section describes how to add discounts to sales documents without an underlying calculation worksheet. For the following description it is assumed that you have already created a sales document. Proceed as follows to add discounts to a sales order:

Use the quick search (ALT+Q) to find the Sales Orders page.
Click Line > Functions > Add Sales Discount in the menu bar of the Lines FastTab.
The Item Charge Wizard opens.

Note

If no costs or discounts are displayed, it is possible that no item charges have been defined for this document type. More information on this can be found in the Item Charges chapter.

Select the item charge from the list.
Enter the amount in the Charge Amount column.
Confirm your entries with OK.

You have successfully added a new line including a sales discount to the sales document.