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Creating a sales order

About creating a sales order

You can create a sales order when you convert the estimate to a works order, if you have selected Create Sales Order on the Estimate settings General tab.

To create a sales order before you convert an estimate to a works orderThe authority to produce a part using the components specified on a BOM and the process specified on the routing., use the Create Sales Order option.

You can also create a single sales order for more than one estimate, if the estimates are for the same customer, either using this option, or the Multi Item Estimate option.

To create a sales order

Open: Estimating > Processing > Create Sales Order.

  1. Select the estimate references you want to create sales orders for.

  2. Click OK.

    The selected estimates are converted into a sales order and the Sales Order Confirmation window appears.

    Note: Any items configured to be sold from a single batch will not be added to the sales order if the free stock for the batch is zero.

  3. Check the details displayed and, if correct, enter the Customer Order no and click OK. Otherwise, click Cancel.
  4. When the sales order has been created, the Sales Order Number Confirmation window appears. This shows the system generated number for the sales order.

  5. Click OK and confirm whether you want to view the order or not.

    Note: If the quantity on order does not match the unit of measureThe quantity in which a stock item is measured for purchase, sale or storage., it is automatically adjusted to the nearest appropriate value.

See also

Reference

General (EST settings)

Managing multi item estimates

Enter the sales order details

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