SALES APPLICATIONS

Sales orders are essential to your sales cycle. With Naologic's sales order application, you're able to create and send quotes to prospective customers and to generate sales orders directly from within the sales quote application.

How do I create a new sales order?

There are two ways to create a new sales order:

From an existing sales quote

  1. Navigate to your Sales Quotes App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales quote you wish to generate a sales order from
  3. Hover over the row and identify the generate sales order option
  4. Click it an fill out the needed additional fields
  5. Hit create
  6. That's it, your quote has now been marked as complete in the sales quote table and at the same time has been listed as an active sales order

From the sales order main table

  1. Navigate to your Sales Orders App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the Add new sales order option
  3. Specify the customer (by choosing from your stored contacts), shipping and billing address
  4. Add your product(s) to the quote by choosing from your saved products
  5. Specify the order date, payment terms and shipping method

How do I view a sales order as my customer will see it?

  1. Navigate to your Sales Orders App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales quote you wish to view
  3. Hover over the row and identify the view option
  4. You're now taken to the same view as your customer has when they see it. From here, you're also able to view and leave comments for your customer regarding this specific sales order

How do I generate an invoice from a sales order?

  1. Navigate to your Sales Orders App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales order you wish to generate an invoice from
  3. Hover over the row and identify the Generate invoice option
  4. Click that and confirm the products you wish to generate the invoice based on (you have the option exclude products here by hovering over the given row and hitting exclude
  5. Click generate invoice
  6. Your sales order status has now changed to Complete and you're able to find the corresponding invoice in the invoice table

How do I edit an existing sales order?

  1. Navigate to your Sales Orders App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales order you wish to edit
  3. Hover over the row and identify the edit option
  4. Make the updates you need
  5. Save your changes
  6. That's it!

How do I delete an existing sales order?

  1. Navigate to your Sales Orders App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales order you wish to delete
  3. Hover over the row and identify the delete option
  4. Confirm that you really do wish to delete the sales order
  5. That's it!