Content Comparison

After a quote has been reviewed for accuracy, a Sales Order needs to be created.

1. In Menu Groups open the franchise folder associated with the order. For example: CA Closets CC1> CC-Phoenix
2. Follow this path: Sales Management>Quote Management>General Operations>Opportunity/Quote Entry>New >New Quote
3. Enter the Quote number under Opportunity/Quote
4. Click on Actions>Quote>Create Sales Order

1. The Quote Order Wizard will populate. Click on Order Job Wizard States in noties to add the quantity order for each (Garage and Walkin- still valid). Then need to Select All>Get All Methods>Schedule/All>Release All> Create Jobs. Need to include a PO??? Need to make sure all lines are entered.

1. A Sales Order will show up as being created. Click on OK Did we discuss that the Sales Order Number would be the same as the Quote number?

...

Follow the path: Sales Management>Quote Management>General Operations>Opportunity/Quote >Actions> Quote > Create Sales Order

Image Added

The Opportunity/Quote Entry screen will appear.

1. Enter the Opportunity/Quote Number, then click on tab on your keyboard.
2. This will prompt the quote lines to appear, double check that all lines have populated.

Image Added

Go to the Header tab

1. Use the Dropdown Calendar to match the Ship By date with the (automatically populated) Need By For example, if the Need By date is 3/11/2018 the Ship By should also be 3/11/2018.
2. Then click Save.

Image Added

This will prompt a Confirmation Pop-up screen.

1. Click Yes (this will refresh the order so that all lines will include the new Ship By date).

Image Added

Go to the Line tab.

1. For each line number you will click on Template and Engineered.
2. Be sure to check that the Unit Price has populated for each line.

Image Added

Repeat this process for each Line Number. As a reminder all the spaces will show up on the left-hand navigation panel and the corresponding Line Number will be highlighted.  

Image Added

Go to the Summary Tab.

1. Check that your carrot is at the bottom of the lines, to ensure all pricing came through.

Image Added

Click on Actions> Quote> Create Sales Order

Image Added

This will prompt the Quote Order Wizard pop-up.

1. Check to make sure all your lines have come through.
2. Check to ensure each line has a price under Doc Unit Price
3. Click on Order Job Wizard

Image Added

NOTE: This screen shot shows one line; however, if there were multiple lines, they would appear in this screen.

The Order Job Wizard screen will appear.

1. Click on Select All, Get All Methods, Schedule All and Release All.
2. Next click on Create Jobs.

Image Added

This will prompt the system to process the jobs; which will clear out the check marks under the Order Lines section.

1. Close the box, in the upper right-hand corner.

Image Added

Click on WON.

Image Added

NOTE: the Job number, is your Sales Order number, Line and Release. At this point your Sales Order is Complete.

Reviewing the Sales Order

This process is not necessary, but provides details on how to review a Sales Order once run in Order Job Wizard.

1. Right Click on the field under Job

Image Added

Image Opportunity-Quote 24

1. A dropdown will appear: click on Open with > Job Entry
2. Release Job

Image Added

Image Opportunity-Quote 25

The Job Entry screen will automatically appear and populate the job. At this point we have created a: quote, we have created a job and a sales order. Next step will be to Production.

1. Close all the screens by clicking on all the “X”s.

Image Added

Image Opportunity-Quote 26