create a order request and Confirming
Last updated
Last updated
To initiate a new sales order request, the sales representative or user must access the sales module, as indicated by the icon below:
Click "Orders"
Click "Order Request"
Click "NEW"
Click the "Customer" field choose the right customer and fill in the necessary information.
Click "Section B" for example
Click the "Delivery Address" field.
Click the "Delivery Date" field and choose the accurate delivery date and time that we agreed with the client. Note: The warehouse department and operation department are gonna sort the order by delivery date.
once you add the necessary information about the client click the product area and choose the right category, product qty information, price information, etc..
Once you are done with the information you have to save the order request. Please note this order request can be used as a quotation as well.\
Once you save the document you have to update the tag here in the document. New - جديد - means that this is a new quote and just created for the client. Waiting- انتظار- means that you have already shared this quotation with the client and you are waiting for client approvals. Approved (SO)- معتمد (SO)- This means the client approved the request. once this tag is updated the operation department will confirm the order in order to deliver to the client location as per the delivery date that you added. SO Created- تم إنشاء SO- Once the operation approves the sales order request then he/she will update this tag as Sales Order Confirmed.
All tags should be updated according to the status of the order request.
The team can track the status as well from the logs.
When the Sales Representative is done with the sales order the operation manager comes to action in order to approve the sales order as confirmed orders. In order to do so get into the sales module again
Click "Orders" then it shows all the orders requested
click on the order respectively to the tag and delivery date. Make sure all the updated data is correct in the sales order.
Click "CONFIRM"
If the client has the due amount you need approval permission from the Account department. It will show an alert message as well
(client name) has reached its Credit Limit of: 100.00 SR Total amount due (including this document): 278.30 SR"
Click "OK"
Request approval from activities type.
Once the sales order request meets the precheck,
Then update the SO Created- تم إنشاء SO.
Save order
confirm the sales order request
