Creating a Standard Sales Order

1. Create a New Sales order
2. 1. From Quick Create
   2. From Contact
   3. From Sales Order List View
3. Choose the Customer
4. Optional: Choose the Floorplan & Layout
5. Overview Tab
6. 1. 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.
   2. 1. Store
      2. Salesperson
      3. Invoice Address
      4. Tax Type
      5. Delivery Address
   3. Two fields that will not be auto-filled are:
   4. 1. 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.
      2. Installation Date
      3. Note: You must fill these two fields out and Apply Changes before you can begin adding order lines
7. Order Lines
8. 1. This is where you can add products and services
   2. Unit Price will default to the Store Price unless the customer has Spec. Pricing in which case Spec. Pricing will be used.
   3. Unit Cost will default to the Standard Cost for products and the Store Cost for Services, unless the customer has Spec. Pricing
   4. After material is picked, the cost of material will be updated to reflect the actual cost
   5. Order Line Notes can be added but are not required.  These notes are visible on the Pick Ticket and Work Order
   6. Roll Cuts
   7. 1. To add roll cuts, first enter the line total qty and apply changes
      2. Apply Changes - this step is important.  If you begin adding cuts before applying changes, an error will occur.
      3. After you apply changes, click the scissors icon next to the product name
      4. To add a cut, specify the cut name, qty (ft), qty (in) and click “Cut”
      5. 
      6. 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.
      7. Cut Off = the total qty of cuts that you’ve added
      8. Left = Line Qty - Cut Off
      9. Total = Line Qty
      10. Important: Save Cuts before closing
9. Once you’ve added all of your products and services, return to the Overview Tab
10. If everything is correct, you’re ready to Confirm the Sales Order
11. Confirming a Sales Order triggers a Work Order and Pick Ticket to be created
12. These two documents are accessible from the Sales Order Overview tab, and also from the Field Management and Operations modules