Sales Order (SO) is crucial for converting customer quotes into formalized orders, ensuring that all departments, from inventory to shipping, are aligned and prepared to meet customer demands. A well-managed Sales Order not only confirms the sale but also ensures that every aspect of the transaction is documented and executed smoothly.
Step 1: Navigate to the Sales Order Section #
Start by logging into your Artintech ERP System. From the menu, Scroll down to the Sales section. Click on it to navigate to Sales Order under this section. Then, click on it to navigate to the Sales Order List page.
Step 2: Review and Add a Sales Order #
In this page, you will see the list of sales orders and can review your desired one. To add a new one, click the ‘New’ button on the upper right corner to navigate to the Sales order Detail page.
By clicking the ‘X’ button besides the ‘New’ button, you can export the data into Excel to save it into the desired location on your computer.
Step 3: Fill in Sales Order Detail #
Fill in all the necessary information such as SO Number, Customer Name, Date, Total Discount, Taxes, and Total.
You can write notes about the order in the Notes Box. Select Shipping Method and fill in detail.
To add an order item, use the ‘Add By PI’ button and fill in detail.
Step 4: Add Sales Order Item #
To add items to the sales order, use the ‘Add Sales Order Item’ button in the lower left corner and fill in the required information. You can also add items based on a Proforma Invoice using the ‘Add By PI’ button. Don’t forget to select the Shipping Method and fill in the relevant details.
Step 5: Save the Sales Order #
Once you have done, click the ‘Save’ button on the lower right corner.
Step 6: Export Sales order #
You are enabled to export the data as a PDF file or export it into Excel using the ‘PDF’ and ‘X’ buttons in the right.
