content-management content-management

Sales Order in CRM

Sales Orders in CentraHub CRM are internal documents generated after a purchase order has been received. Sales orders are similar to quotes but considered as a confirmed sale. Sales Orders are often sent to customers to confirm the sale.

Steps to Create a Sales Order in Sale Application

Steps to Create a Sales Order in Sale Application

content-management

1. Click on the Sales order module or click the arrow button beside the Sales order module.

2. From the drop-down list, Click on Create Sales order.

content-management
content-management

3. On New Sales order page enter the relevant details.

Fields Description for a New Sales Order:

Sales Order Information:

Sales order

Enter the order placed by the customer/client.

Expiry date

Product delivery deadlines.

Opportunity

Opportunity that has converted to Sales Order.

Total Information:The detailed information that is automatically displayed when you select the Opportunity Type.

Sub Total

Refers to the price without tax and discount included.

Tax

Add the tax rate to the Sales Order.

Discount

Enter the discount amount for the Sales Order, if applicable.

Grand Total

Displays the final price after including tax and discount.

Currency

Select the currency of the country in which the client is operating.

Exchange Rate

Enter the exchange rate of client currency with respect to home currency.

Product information:

Product

Provide detailed information about a Product when customers click on it.

Description

Describing important features about the product.

Quantity

Quantity of stock to be delivered.

Sales price

Sale price of any product.

Discount

Entered discount amount that needs to be reduced from the product sales price.

Amount

The final amount of the product after the discount.

4. Click the Save button. A new Sales Order would be created.

Note: Click on the Cancel option to cancel the current Sales order creation.

Steps to View Sales Order

Steps to View Sales Order

content-management

1. Click on Sales Order on the left side of the Sales application dashboard.

2. Click View Sales Order.View Sales order page displayed.

content-management
content-management

3. In the Sales Order List page, you can view all the existing sales orders.

1. Edit

Edit any saved/existing Sales Order.

2. View

View all the types of Sales Orders available.

3. Look in

To sort Sales Order by the specified user.

4. New sales order

Create a new Sales Order.

5. Actions (3Dot)

Action tab to perform various activities.

6. Split

To view the Sales Order list in the split view screen.

7. Search

Search the required Sales Order.

8. Filter

Find a specific Sales Order by using filter options.

4. Click on any Sales Order to access its detailed information.

content-management

1. Edit

Edit any details related to the Sales Order.

2. Delete

Delete any Sales Order.

3. Print

Print any Sale Order.

4. Email data

Email Sales Order information to anyone.

5. Tags

Create tags to use anywhere in the module.

Didn’t Find an Answer?

Get in touch with us for details on setup and additional custom services pricing

CONTACT US