To Add a Sales Order
To Add a Sales Order
In Unleashed, click on Shortcut/Add Sales Order:
Complete the fields as follows:
Start typing the customer’s name into this field (or the account # into this)
The greyed-out fields will become active once the customer has been selected
If the customer has provided an order number, enter this in the Customer Reference
Enter any delivery details required
Check the salesperson is correct (this populates from the customer)
The order date will populate with today’s date, leave as is unless you’re entering it late or in advance
Enter the date you expect it to be delivered
Enter the product the customer has ordered
Enter the quantity they are ordering
The default sell price for that customer should populate (if this is incorrect it can be overridden, but you should also check why it’s incorrect and fix if necessary)
The availability will populate – note: if there is not enough stock available you won’t be able to complete the order (but you can park it till the stock is available)
Enter any comments you want to show on the sales order then click Add
Continue to add any further products required
If the order is to be shipped via Go Sweet Spot, save it, then select Create Shipment on the dropdown arrow next to Order
Click on the dropdown arrow and change to “Picking”
If the order is not being shipped via Go Sweet Spot, click on the dropdown arrow next to Save and select “Placed”
Print a Packing Slip and a Sales Order and pass on to dispatch team
When the product has been shipped, enter the batch numbers and “Complete”
Email the invoice.
Note: If a customer places similar orders on a regular basis you can easily clone a previous order – see the notes on “How to clone an order”
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