Overview
A sales person receives a customer request to sell goods in stock. They can receive this information by any channels: phone, email, mail, via a self-service portal, through interfaces with external systems.
This information on required product items, payments, and delivery terms is recorded in a sales order. With the Sales wizard workplace, you can easily capture sales order information rapidly for further processing and works with standard sales orders only. Sales wizard is a customizable workplace and can flexibly adapt to user needs.
As a result, all relevant information on the sales order is recorded, passed to colleagues to decide whether the order can be fulfilled within customer requirements.
Video guide
Process sales orders for goods in stock flowchart
Paths
| Path | Sales → Sales management → Sales orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказКлиента
|
| Path | Sales → Sales wizard |
|---|---|
| In-app link EN code |
e1cib/command/DataProcessor.SalesWizard.Command.SalesWizard
|
| In-app link RU code |
e1cib/command/Обработка.ПомощникПродаж.Команда.ПомощникПродаж
|
How to create sales orders
1. Go to Sales and then click Sales wizard.
2. In the Sales wizard, click the More tab at the top, then select the Business transaction → Sales. The list of available transactions depends on system settings.
Note
Choose a transaction:
- Sales involve a standard flow of documents related to the sale of goods or services, the immediate issue of goods from a warehouse, and payment on credit.
- Consignment fill-up involves a flow of documents related to providing consignment goods to the customer warehouse for further trading.
- VMI sales involve a flow of documents related to providing consignment goods to the customer warehouse for further consumption or sale of goods to third party consumers.
3. Click on the Settings 
button. In the Settings form:
4. Select the Order in the Register field.
5. Select One supply option and choose the To supply action.
6. Select the Pending approval default status in the Sales order status field.
7. Clear all other settings.
How to fill header information
1. In the Sales wizard, click the Main tab.
2. Select the Customer and Counterparty, a legal entity on whose behalf the customer works.
3. Review the important information about the customer:
- Customer profile (hyperlink)
- Order list (hyperlink)
- Total receivables (amount)
- Overdue receivables (amount)
4. Select the Terms of sales. The system can fill the Terms of sales automatically if there are no numerous valid terms and relevant for the selected customer.
5. Select the Contract with the customer if it is required.
Terms of sales and Contracts with customers have no direct relations.
Documents with different Terms of sales can be created within one Contract or vice versa.
You can disable Terms of sales and use only Contracts.
If Terms of sales are used, they can specify that the Contract is required.
Note that control of the maximum amount of outstanding receivables and overdue debts is configured in the system for Contracts with customers and cannot be applied without Contracts.
6. Select the Company from the list.
7. Select the Warehouse, from which the ordering products will be issued. The Warehouse is automatically filled with the one from the Terms of sales.
8. Specify the One-day shipping for the sales order requested by the customer. It is automatically calculated based on Delivery period specified in the Terms of sales.
More headers
1. Click the More tab. 2. Fill the Employee and Business unit. These fields can be filled automatically with the data of the user who creates the order. 3. Specify the Contact person of the Partner. 4. Select the Currency of the order. The currency is filled automatically with the value mentioned in the Terms of purchase/Terms of sales. Note This is the currency of AR/AP accounting and price nomination. This currency can differ from the invoice currency. 5. Define the order Taxation if it is subject to VAT, or if it is an export transaction. 6. Specify the reference Order number and Date according to the counterparty's information system.
How to fill items and quantity
1. In the Sales wizard, click the Shopping cart tab.
2. Click Fill → Pick goods.
3. In the Pick goods workplace, click More actions → Settings and choose Request quantity to enable entering the required quantity at the time of item selection.
4. Select the Filter by kinds and attributes check box to enable a quick filter.
5. Select any item kind and use additional flexible filters to find necessary items.
6. Double-click the Item, choose an Item variant if applicable.
7. Specify the Quantity and UOM in an opened dialog and then click OK.
8. Click a hyperlink at the bottom of the form and review the list of the selected items.
9. Click Add to document to transfer data of the items selected to the Sales order.
How to confirm sales order data
1. In the Sales wizard, click the Documents tab.
The system will automatically:
- Create new documents (sales orders and other documents according to the wizard settings).
- Fill them with the data specified above.
- Set the Pending approval status.
- Set the To supply supply state for all items.