Sales Orders
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
- Navigate to your
Sales Quotes App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales quote you wish to generate a sales order from
- Hover over the row and identify the
generate sales order
option - Click it an fill out the needed additional fields
- Hit
create
- 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 anactive
sales order
From the sales order main table
- Navigate to your
Sales Orders App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the
Add new sales order
option - Specify the customer (by choosing from your stored contacts), shipping and billing address
- Add your product(s) to the quote by choosing from your saved products
- Specify the order date, payment terms and shipping method
How do I view a sales order as my customer will see it?
- Navigate to your
Sales Orders App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales quote you wish to view
- Hover over the row and identify the
view
option - 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?
- Navigate to your
Sales Orders App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales order you wish to generate an invoice from
- Hover over the row and identify the
Generate invoice
option - 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
- Click
generate invoice
- 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?
- Navigate to your
Sales Orders App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales order you wish to edit
- Hover over the row and identify the
edit
option - Make the updates you need
- Save your changes
- That's it!
How do I delete an existing sales order?
- Navigate to your
Sales Orders App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales order you wish to delete
- Hover over the row and identify the
delete
option - Confirm that you really do wish to delete the sales order
- That's it!