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Add a sales order

You add an order in order to sell items to a sales contact. With the addition of an order, you reserve the stock for the items in the order. You add a new order by entering it manually or by copying a basic order or a quotation to the order.

Procedure

  • Add a sales order manually

    You add an order in order to sell items to a sales contact. With the addition of an order, you reserve the stock for the items in the order. You add a new order by entering it manually or by copying a basic order or a quotation to the order.

  • Add a sales order quickly by copying lines

    During the addition of an order, you can copy order lines from all kinds of orders. You can copy order lines from a basic order, quotation, packing slip or another order to the sales order being added.

  • Copy a basic order to a sales order quickly

    From an order you can copy a basic order. In this case the data from the selected basic order is copied to the sales order.

  • Add an order quickly from a basic sales order

    You can add a sales order directly from a basic order. When a basic order is converted into a sales order, the product range is checked.

  • Add a sales order to multiple warehouses

    If you use multiple warehouses and articles can be stored in more than one warehouse, you want to be able to see in which warehouse you have sufficient stock for an order line. You also want to be able to use a different warehouse in the sales order line than is specified in the header (preferred warehouse of the purchase/sales contact).

  • Add a sales order for a product range check

    If you use the product range check when adding a sales order, Profit checks if the sales lines match with the product range that you have linked to the sales contact.

  • Add a sales order with a price agreement

    During the addition of an order, you can add a new price agreement with the sales contact. (In the purchase process, it is also possible to add a price agreement with a purchase contact.)

  • Import sales orders

    You can import new sales orders.

Process

Sales order

Work area

sales