SALES ORDER CONFORMATION

The Sales Order Confirmation page is used to finalize and verify sales order details before processing. This page allows users to enter, review, and modify sales order information, ensuring accuracy in billing, shipping, and order calculations.

  1. Click on "Sales and Marketing".
  2. Click on "SO Confirm" under "Sales Order".

STEPS TO NAVIGATE

A new tab will open with fields IN THE FORM

Sales Order Form

FORM

  • Sales Order Number: A unique identifier for the sales order.
  • Quote Number: Reference to the associated quote.
  • Order Date: The date when the order was placed.
  • Customer Name: Name of the customer placing the order.
  • Product Type: Type of product being ordered.
  • Lead ID: Identifier for the sales lead associated with the order.
  • Total: The total value of the sales order.
  • Balance SO Value: Displays the remaining balance value for the sales order (default is 0 if fully accounted for).
  • Sales Person: The name of the salesperson handling the order.
  • Project Number: Associated project number for tracking.
  • Quote Revision Number: The revision version of the sales quote.
  • Order Type: Classification of the order (e.g., new, repeat, urgent).
  • Customer ID: Unique identifier for the customer.
  • Type of Solution: Specifies the type of solution being provided.
  • Revision Number: The current revision of the sales order.
  • Dispatched Value: Displays the total value of dispatched items.
  • Reason for Modification: Justification for any changes made to the order.
  • Quote Reference Number: Additional reference to the sales quote.

Notes

  • Sales Order Number is mandatory.

Items

ITEM Contains details of all items included in the sales order, such as product name, quantity, unit price, and total price.

PO Details

PO DETAILS Displays purchase order details, including PO number, date, supplier information, and linked documents.

Billing & Shipping Details

BILLING AND SHIPPING DETAILS Provides billing and shipping address details, delivery terms, and logistics-related information.

Total Calculation

TOTAL CALCULATIONS Summarizes cost calculations, including item subtotals, taxes, discounts, and the final payable amount.

Once the sales order number is selected, all related information will be displayed and can be confirmed.

Confirm: Click on Confirm to confirm the sales order.

Icons

SO CONFIRMATION ICONS

  • Back: Returns to the previous page.
  • Refresh: Reloads the page to update any changes.
  • Home: Navigates back to the main dashboard.