The Sell screen is your central hub for managing sales orders and customer information. It allows you to track product availability, update delivery statuses, and prioritize orders to align with your production schedule.
The Sell screen has 2 tabs. The Sales orders tab gives you a clear overview of the status of each sales order (SO) and the Quotes tab lists 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.
You can easily schedule new production tasks and manage the priorities for your workshop from this screen.
Key elements of the Sell screen
A lot of important information can be found here including some specific areas you can 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 for Make-to-Orders.
Various filtering of Sales orders such as by Location
Important: On the Sell screen, sales orders are numbered and listed in rows according to their priority
Sales order tables: Open / Done
Changing a SO Delivery status to Delivered automatically moves it to the Done table on 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 the Profit for a specific period or for 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 the items on the order will start participating in Stock bookings.
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