The Sell screen gives you a clear overview of the status of each Sales order (SO) and, on another tab, a list of all of your Quotes.
Sales orders
From the Sell screen > Sales orders tab, you can see the availability of sales items and ingredients, the status of related production tasks, and the delivery status.
Additionally, you can schedule new production tasks and manage the priorities for your workshop from this screen.
Key elements of the sales orders area
Although there is a lot of important data found here, these are some of the specific areas to focus on.
Ingredients availability for products on each SO
Quick creation of relevant Manufacturing orders. These will be added to the Schedule tab in the Make screen. Read about Make to order and Make in batch.
Sales order prioritization. This also affects the production schedule in the Make screen in a Make-to-Order case.
Various filtering of Sales orders such as by Location
Important: On the Sell screen, Sales orders are listed in rows according to their priority
Sales orders tables: Open and Done
Changing a SO Delivery status to Delivered automatically moves it to the Done table of the Sales order tab. A SO moves back to the Open table if the status is changed back to a previous status.
The Profit column of each SO is shown in the Done table. The number is based on the Sales Price of products sold and their Average Cost in your Stock at the time of sale (depends on the Manufacturing Cost of those products based on the Product recipe and Production operations for the products).
Use filters to see Profit for a specific period or by a particular customer.
Quotes tab
Quotes are listed under the Quotes tab in the Sell screen.
Quotes allow you to create a price offer for a customer before a confirmed SO.
The main difference between a SO and a Quote is that a Quote doesn't create a Stock commitment.
Once a Quote is confirmed by a customer, you can turn the quote into a SO, and then the items on the order will start participating in Stock bookings.
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