The sales order process is a flexible system you can use to create everything from single release sales orders to complex, configured, kitted, multi-line, multi-release orders. The sales order entry process is also directly integrated with quoting, purchasing, and job management. You can create a new sales order from an existing quote, make the changes you need, allocate the inventory from stock, mark some items to buy direct, and drop ship, or even automatically generate jobs from the order’s detail lines.

The module also contains advanced functions. Use the pricing and discounting functionality to define a regular system for discounts and price point levels. You can then apply uniform price breaks across your products or individual price breaks that you assign to specific customers. Use the Sales Kitting functionality to create a sales kit for a part that contains a series of related parts. These child parts can either be stock or non-stock. If you use the Configurator module, you can also create multi-level configured parts that can be included as detail lines on a sales kit order.

By using the available functionality within the sales order process, you can efficiently create, process, and complete your company’s sales orders.