The Sell screen serves as your central hub for managing sales orders (SOs), quotes, and customer information. It provides real-time insights into item availability, production status, and delivery progress, enabling efficient sales and production alignment.
Navigating the Sell screen
The Sell screen comprises five primary tabs:
Sales orders tab:
Displays all active and completed sales orders.
Provides details on item and ingredient availability, production status, and delivery progress.
Allows for the creation of manufacturing orders and adjustment of order priorities.
Quotes tab:
Lists all customer quotes.
Facilitates the creation and management of quotes before converting them into confirmed sales orders.
Returns tab:
Lists all returns that have been created from SOs.
Shows both the return's status as well as the refund status
Price lists tab:
Automates customer-specific pricing by allowing you to assign specific item prices to individual customers or groups.
Price lists support various adjustment methods, including fixed prices, percentage discounts, or markups.
Customers tab:
Find all of your customers listed in 1 table
Managing sales orders
Within the Sales orders tab, you can:
Check if sales items are in stock, expected, or not available.
Determine if all necessary ingredients for production are available.
Ingredient requirements for products are based on the product recipe / BOM, which could include both materials and subassemblies.
This column is especially relevant for businesses that are Making-to-Order as they give the user immediate information about the availability of ingredients required to make the products ordered.
Quickly generate manufacturing orders for products requiring production.
Click on the + Make to create a manufacturing order (MO) for the required products. You can choose to Make in batch, Make to order, Buy, or Outsource.
Make in batch - if you want to make more products than the SO requires.
Make to order - if you want to make the exact amount of products required for the SO.
Buy - if you want to create a purchase order to order the item.
Outsource - if you outsource some or all of the manufacturing of the item, you can create an outsourced purchase order.
For both make options, an MO for the required products will be added to the Schedule tab in the Make screen, but the characteristics of the MO are different when you are making in batch vs. making to order.
Click on the production status to navigate to the related MO.
The production status will show Not applicable if:
You added more than one location to your account, and the SO's Ship from Location has no Make possibilities (i.e., a sales location instead of a production location).
The Make option for the product isn't checkmarked, meaning you have chosen to purchase the product from suppliers, and the production status is not relevant.
Update the delivery status of orders (e.g., Not shipped, Packed, Delivered).
Adjust the priority of sales orders to align with production schedules.
Filter orders:
Apply filters based on location, status, or other criteria to streamline order management.
Note: SOs are listed in rows according to their priority, impacting production scheduling.
Sales order tables: Open and Done
Open table:
Contains all active SOs.
Orders remain here until their delivery status is marked as Delivered.
Done table:
Houses all completed sales orders.
Displays the profit for each order, calculated based on the sales price and average cost at the time of sale (average Cost in your Stock at the time of sale depends on the manufacturing cost of those items based on the product recipe and production operations for the products).
Tip: Use filters to analyze profits for specific periods or customers.
Managing quotes
The Quotes tab allows you to:
Create new quotes:
Generate price offers for customers before confirming SOs.
Convert quotes to SOs:
Once a customer confirms a quote, convert it into a SO to initiate stock commitments and production.
Note: Quotes do not affect inventory until they are converted into sales orders.
Additional features
Integration with production:
Sales order priorities directly influence the production schedule in the Make screen, especially for Make-to-Order workflows.
Real-time updates:
Any changes in sales orders or quotes are reflected across relevant screens, ensuring synchronized operations.
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