Overview:

A  Sales Order is a document generated by the seller upon receiving a purchase order from a buyer specifying the details about the product or service. They can later be converted into a Sales Invoice.

Here are all the various different interface methods used to create Sales Orders within Zumzum Financials.

Create A Sales Order From The Sales Tab

1. Navigate to the Sales tab.
2. Select Add New Sales Order
3. In the Customer  Name field, enter the Account name of your Customer or use the lookup button to view a list of Customers.
4. The Order Date is referring to the day the order was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
5. Now you need to add the line items, these are the items that you are billing for on the order.
6. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
7. Now enter the Qty (Quantity), which is the number of this specific item bought.
8. The Price will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Tax. Total Tax, Total Gross
9. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
10. Select to Add, in the Options box, this will add the item to the Sales Order.
11. Repeat Step 8 –> Step 13 for every Sales Order line item you wish to add to the Order.
12. Finally, click Save once all the items are added.

Create A Sales Order From The Sales Order Tab

1. Click the New button, which is in the top right.
2. In the Customer  Name field, enter the Account name of your Customer or use the lookup button to view a list of Customers.
3. The Order Date is referring to the day the order was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
4. Now you need to add the line items, these are the items that you are billing for on the order.
5. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
6. Now enter the Qty (Quantity), which is the number of this specific item bought.
7. The Price will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Tax. Total Tax, Total Gross
8. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
9. Select to Add, in the Options box, this will add the item to the Sales Order.
10. Repeat Step 8 –> Step 13 for every Sales Order line item you wish to add to the Order.
11. Finally, click Save once all the items are added.

Create A Sales Order From A Customer Account

1. Select the Account the Sales Order is related to, which can be found on the Accounts tab or by searching. The account type needs to be Customer to be able to create a Sales Order.
2. Go to the Related tab on the Account, scroll down until you find the Sales Order section.
3. Click the New button, which is in the top right of the Sales Order section.
   • The Customer field will auto be complete with the Account which was selected in step 1.
4. The Order Date is referring to the day the order was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
5. Now you need to add the line items, these are the items that you are billing for on the order.
6. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
7. Now enter the Qty (Quantity), which is the number of this specific item bought.
8. The Price will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Tax. Total Tax, Total Gross
9. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
10. Select to Add, in the Options box, this will add the item to the Sales Order.
11. Repeat Step 8 –> Step 13 for every Sales Order line item you wish to add to the Order.
12. Finally, click Save once all the items are added.

Create A Sales Order From A Salesforce Opportunity

1. Find the Salesforce Opportunity you wish to add a Salesforce Order for.
2. Click the Create Sales Order button to load the Sales Order entry screen
3. Enter the Customer and ensure the account is set to a Type of Customer
4. Go to the Related tab on the Account, scroll down until you find the Sales Order section.
5. The Order Date is referring to the day the order was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
6. All the Opportunity Product Line Items are added to the Sales Order line items, ready for you to edit or add new line items
7. Enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
8. Enter the Qty (Quantity), which is the number of this specific item bought.
9. The Price will be auto-filled with the price from the Opportunity Product Line Items.
10. Click outside of the field will update the Tax. Total Tax, Total Gross field
11. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
12. Select to Add, in the Options box, this will add the item to the Sales Order.
13. Repeat Step 8 –> Step 13 for every Sales Order Line Item you wish to add to the Order.
14. Finally, click Save once all the items are added.

Create A Sales Order From A Salesforce Quote

1. Find the Salesforce Quote you wish to add a Salesforce Order for.
2. Click the Create Sales Order button to load the Sales Order entry screen
3. Enter the Customer and ensure the account is set to a Type of Customer
4. Go to the Related tab on the Account, scroll down until you find the Sales Order section.
5. The Order Date is referring to the day the order was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
6. All the Quote Line Items are added to the Sales Order line items, ready for you to edit or add new line items
7. Enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
8. Enter the Qty (Quantity), which is the number of this specific item bought.
9. The Price will be auto-filled with the price from the Opportunity Product Line Items.
10. Click outside of the field will update the Tax. Total Tax, Total Gross field
11. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
12. Select to Add, in the Options box, this will add the item to the Sales Order.
13. Repeat Step 8 –> Step 13 for every Line Item you wish to add to the Order.
14. Finally, click Save once all the items are added.

For guidance on creating sales orders in Salesforce, you can refer to the Salesforce help article on creating orders.