#5 Sales orders
An order can be generated after a quote has been accepted and the appropriate status is included. An order is a formal document that binds the corporation and its accessibility to management is important for customer service and deliver. To further assist management, particular elements in a project are generated on the basis of an order.
Field descriptions
General information
- Subject - a field that describes a sales order.
- Stage - this field specifies a stage of an order; after performing basic activities and proceeding to a closed stage, it allows to further undergo the sales process.
- Waiting for preparation
- Internal consultation required
- External consultation required
- Waiting for customer's reply
- In preparation
- Sent to Account
- Declined - a rejection of an order closes an assigned opportunity and a rejection reason is required as is the case in a sales order (reason for acceptance). An opportunity is closed only if there are no other active sales orders related to this specific opportunity. After selecting this status, a record cannot be modified [can enter data in related modules].
- Accepted - after selecting this status, a record cannot be modified [can enter data in related modules].
- Decisive factors - various conditions for unique created stages.
System information
- Number - unique and automatic sales order number.
- Created time - a system field that is automatically generated when a record is added.
- Modified time - a system field that is automatically updated each time a record is changed.
- Closed time - a system field that is automatically entered when a record receives a final stage status [declined or accepted].
- Updated - a system field that is entered automatically and indicates that a record owner read all changes performed on this specific record.
Dates
- Realization start date - a calendar field that influences on reports and a realization of projects.
- Realization end date - a calendar field that influences reports and a realization of projects.
Relations to other modules
- Opportunity - a field related to the Opportunities module [relation type 1:M - uitype10].
- Quote - a field related to the Quotes inquiries module [relation type 1:M - uitype 10]
Sharing information
- Users sharing - a list of users who can access this specific calculation. Inheritance works regardless of company organisational structure.
- Information inheritance - if this checkbox is ticked, users specified in the field above will not only have access to an inquiry, but also to related information, e.g. comments, documents, emails.
Address information
- Primary address
- Delivery address
Descriptive information
- Description - a text field with wysiwyg.
- Comments - a text field with wysiwyg.
- Conditions and arrangements - a text field with wysiwyg.
Products and services
- Product/Service name
- Quantity
- Estimated selling price
- Estimated purchase/production price
- Margin - system field [percentile and valuable]
- MenHours - number of man-hours required for a product/service to be produced/performed.
- Total - a final price
- A field with comments for a product or service
Views
- Summary
- Fields widget
- Stage field widget
- Comments widget
- Related email messages widget
- Related documents widget
- History widget
- Text field widget - description
- Text field widget - comments
- Details
Related modules
- Comments module
- Documents module
- History
- Email messages
- Generate a prepayment invoice
- Generate a proforma invoice
- Generate a project