Creating a sales order
You can create a sales order when you convert the estimate to a works order, if you have selected Create Sales Order on the Estimate settings General tab.
To create a sales order before you convert an estimate to a works order The authority to produce a part using the components specified on a BOM and the process specified on the routing., use the Create Sales Order option.
You can also create a single sales order for more than one estimate, if the estimates are for the same customer, either using this option, or the Multi Item Estimate option.
To create a sales order
Open: Estimating > Processing > Create Sales Order.
- Select the estimate references you want to create sales orders for.
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Click OK.
The selected estimates are converted into a sales order and the Sales Order Confirmation window appears.
Note: Any items configured to be sold from a single batch will not be added to the sales order if the free stock for the batch is zero.
- Check the details displayed and, if correct, enter the Customer Order no and click OK. Otherwise, click Cancel.
- When the sales order has been created, the Sales Order Number Confirmation window appears. This shows the system generated number for the sales order.
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Click OK and confirm whether you want to view the order or not.
Note: If the quantity on order does not match the unit of measure The quantity in which a stock item is measured for purchase, sale or storage., it is automatically adjusted to the nearest appropriate value.
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