Sales Order Module - Revision history

N.paul: /* Cloning an order */

2022-12-26T07:50:54Z

Cloning an order

@@ Line 66: / Line 66: @@
 = Cloning an order =
 A purchase order can be cloned with price updates. The users only need to click on the “clone” option that is available in the purchase order card. Then they need to confirm if they want price updates nor not by clicking “yes” or “no” in the confirmation box.
 = Modifying a sales order =

N.paul: /* Creating orders from proposal */

2022-12-26T07:42:46Z

Creating orders from proposal

@@ Line 40: / Line 40: @@
 == Creating orders from proposal ==
 Proposals can be used for creating orders as well. For creating orders from proposals, you need to open the proposal card at first by going to commerce -> quotations/vendor proposals -> list -> choose the concerned proposal -> click on “create order” -> fill all the important criteria -> create draft. The draft order will be created after that.
 = Life cycle of a sales order =

N.paul: /* Creating sales order from contract */

2022-12-26T07:17:48Z

Creating sales order from contract

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 Apart from the usual manner of creating an order, an order can also be created from a contract. And the method of accomplishing it is quite easy. The process is explained below,
 Commerce menu (from the main menu) -> Contracts/subscriptions -> List -> Choose the concerned contract -> Click on “create order” -> Fill all the important criteria -> Create draft -> The draft order will be created after you click on it. Then you can update the order status as per your own preference.
 == Creating orders from proposal ==
 Proposals can be used for creating orders as well. For creating orders from proposals, you need to open the proposal card at first by going to commerce -> quotations/vendor proposals -> list -> choose the concerned proposal -> click on “create order” -> fill all the important criteria -> create draft. The draft order will be created after that.

N.paul: /* Cloning an order = */

2022-12-23T07:22:58Z

Cloning an order =

← Older revision		Revision as of 09:22, 23 December 2022
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	A sales order is closed when the users received the order completely or partially. However, the users need to enter the receipts in the order form to close the purchase orders.		A sales order is closed when the users received the order completely or partially. However, the users need to enter the receipts in the order form to close the purchase orders.

	= Cloning an order ==		= Cloning an order =
	A purchase order can be cloned with price updates. The users only need to click on the “clone” option that is available in the purchase order card. Then they need to confirm if they want price updates nor not by clicking “yes” or “no” in the confirmation box.		A purchase order can be cloned with price updates. The users only need to click on the “clone” option that is available in the purchase order card. Then they need to confirm if they want price updates nor not by clicking “yes” or “no” in the confirmation box.

N.paul: /* Closing a sales order */

2022-12-23T07:21:12Z

Closing a sales order

← Older revision		Revision as of 09:21, 23 December 2022
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	= Closing a sales order =		= Closing a sales order =
	A sales order is closed when the users received the order completely or partially. However, the users need to enter the receipts in the order form to close the purchase orders.		A sales order is closed when the users received the order completely or partially. However, the users need to enter the receipts in the order form to close the purchase orders.

			= Cloning an order ==
			A purchase order can be cloned with price updates. The users only need to click on the “clone” option that is available in the purchase order card. Then they need to confirm if they want price updates nor not by clicking “yes” or “no” in the confirmation box.

	= Modifying a sales order =		= Modifying a sales order =
	Modification of a purchase order can be performed by clicking on the '''Modify''' option from the order form. However, an order can only be modified when it is still in its draft state.		Modification of a purchase order can be performed by clicking on the '''Modify''' option from the order form. However, an order can only be modified when it is still in its draft state.

N.paul: /* Creating sales order from contract */

2022-12-23T07:18:17Z

Creating sales order from contract

← Older revision		Revision as of 09:18, 23 December 2022
Line 20:		Line 20:
	Apart from the usual manner of creating an order, an order can also be created from a contract. And the method of accomplishing it is quite easy. The process is explained below,		Apart from the usual manner of creating an order, an order can also be created from a contract. And the method of accomplishing it is quite easy. The process is explained below,
	Commerce menu (from the main menu) -> Contracts/subscriptions -> List -> Choose the concerned contract -> Click on “create order” -> Fill all the important criteria -> Create draft -> The draft order will be created after you click on it. Then you can update the order status as per your own preference.		Commerce menu (from the main menu) -> Contracts/subscriptions -> List -> Choose the concerned contract -> Click on “create order” -> Fill all the important criteria -> Create draft -> The draft order will be created after you click on it. Then you can update the order status as per your own preference.
			== Creating orders from proposal ==
			Proposals can be used for creating orders as well. For creating orders from proposals, you need to open the proposal card at first by going to commerce -> quotations/vendor proposals -> list -> choose the concerned proposal -> click on “create order” -> fill all the important criteria -> create draft. The draft order will be created after that.

	= Life cycle of a sales order =		= Life cycle of a sales order =

N.paul: /* Creation of a sales order */

2022-12-22T09:57:10Z

Creation of a sales order

← Older revision		Revision as of 11:57, 22 December 2022
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	[[File:SO2.PNG\|center\|link=]]		[[File:SO2.PNG\|center\|link=]]


			== Creating sales order from contract ==
			Apart from the usual manner of creating an order, an order can also be created from a contract. And the method of accomplishing it is quite easy. The process is explained below,
			Commerce menu (from the main menu) -> Contracts/subscriptions -> List -> Choose the concerned contract -> Click on “create order” -> Fill all the important criteria -> Create draft -> The draft order will be created after you click on it. Then you can update the order status as per your own preference.

	= Life cycle of a sales order =		= Life cycle of a sales order =

N.paul: /* Setup */

2022-11-21T07:49:47Z

Setup

← Older revision		Revision as of 09:49, 21 November 2022
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	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Creation of a sales order =		= Creation of a sales order =

N.paul: /* Creation of a sales order */

2022-11-17T06:08:17Z

Creation of a sales order

← Older revision		Revision as of 08:08, 17 November 2022
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	= Creation of a sales order =		= Creation of a sales order =
	Purchase orders can be created from the '''Commerce Module'''. The third section in Tactic Commerce area is associated with creation and management of purchase orders. The option of '''New sales order''' need to be chosen for creating a new purchase orders. This module also provides a list view of the purchase orders for making it easier for the users, the statuses of purchase orders can be changed from '''Draft''' to '''validated, approved, ordered, partially received, cancelled and refused'''.		Purchase orders can be created from the '''Commerce Module'''. The third section in Tactic Commerce area is associated with creation and management of purchase orders. The option of '''New sales order''' need to be chosen for creating a new purchase orders. This module also provides a list view of the purchase orders for making it easier for the users, the statuses of purchase orders can be changed from '''Draft''' to '''validated, approved, ordered, partially received, cancelled and refused'''. Margin information can be added to the order lists.

N.paul at 10:17, 1 July 2022

2022-07-01T10:17:47Z

← Older revision		Revision as of 12:17, 1 July 2022
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	[[File:SO1.PNG\|center]]		[[File:SO1.PNG\|center\|link=]]


	[[File:SO2.PNG\|center]]		[[File:SO2.PNG\|center\|link=]]

	= Life cycle of a sales order =		= Life cycle of a sales order =
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	[[File:SO3.PNG\|center]]		[[File:SO3.PNG\|center\|link=]]

	= Deleting a sales order =		= Deleting a sales order =
	A sales order can only be deleted if it is still in the draft status. After validating a sales order it cannot be deleted. Upon deleting a sales order, all the data related to the order will be deleted as well. Hence, the users need to be extra careful while using the delete option as a deleted order cannot be recovered.		A sales order can only be deleted if it is still in the draft status. After validating a sales order it cannot be deleted. Upon deleting a sales order, all the data related to the order will be deleted as well. Hence, the users need to be extra careful while using the delete option as a deleted order cannot be recovered.