The Sell screen gives you a clear overview of the status of each Sales order (SO) and a list of your Quotes.
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.
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
Open or Done Sales orders
When a SO Delivery status is changed to Delivered, the order will be automatically moved to the Done table of the Sales order tab. A SO will move back to the Open table if the status is changed from Delivered to a previous status.
The Done table shows you the Profit column for each SO. This 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 in the Done table to see the Profit for a specific period or by a particular customer.
Quotes are listed under the Quotes tab in the Sell screen.
If you need to create a price offer for a customer before a confirmed SO, you can do so with Quotes.
The main difference between a SO and a Quote is that a Quote doesn't create a commitment to your Stock.
Once a Quote is confirmed by a customer, you can turn the quote into a SO, which makes it then start participating in Stock bookings for items on the order.