2. Sales Order Management From Quote Directly add Order without Quote 3. Sales Order from QuoteClick on Quote 4. Click on Quote 5. Click on Convert to Sales Order 6. ClickUpdate if needed 7. ClickEnter customers order number. Dont have? Enter todays date or any number 8. Sales Order List Click 9. You just generated a sales order from quoteReference to the Quote 10. Sales order without Quote 11. Sales order without QuoteClick on Sales 12. Click to add 13. Set this if order is for ServiceFulfillment steps for Goods and Service are different 14. Click Type * to list all, or initial letters to shorten the listSelect a customer 15. ClickEnter customers order number. Dont have? Enter todays date or any numberEnter items. To list items from inventory type * or item codes 16. Click to view or editYou just created the sales order 17. Click to BookOnce you book it it cant be edited! 18. ClickFulfilling an order means service delivery or shipping if needed, generating invoice and updating invenotiry 19. SaveClick to view past fulfill ordersEnter quantity to ship 20. Ship & generate invoicePrints Packing List Get items from inventoryPack to shipYou reach here because your order is for GOODS. For SERVICE order this step is omitted. 21. Click to view or edit 22. You shipped 20 items 23. InvoiceClickNew invoice with status shipped is created automatically 24. Link to Order and Shipping ID 25. Inventory is updated automatically with sales order ClickSales order has 10 items yet to ship 26. Inventory is updated automatically with the order execution 27. To process return of an orderClick on Sales 28. Click to openCan cancel only shipped or partially shipped order 29. Click 30. All invoices for this order are listed belowSelect invoice for return 31. Click to SaveEnter quantity returnedEnter damaged quantity scrap items Auto populated 32. To cancel an orderClick 33. SaveCancel remaining order only 34. Datamoto http://datamoto.com
