Sales Orders serve multiple functions. They are used to track Products that are sold and are ready to be installed. They are also used to pass project data (Products) to other software applications such as QuickBooks and Tigerpaw. Once you have “sold” a Project, you will want to create a Sales Order which will include some or all of the Products in the project.
Use the Field Chooser button to choose what columns display. You can also filter most columns:
There are four Sales Order Statuses in SI 5: Open, In-Process, Closed, and Final. A Sales Order Status of Final can only be set on a Sales Order using QuickLinks. Final is a special status that prevents accidental modification of Sales Order information that is shared with the accounting system. For more information see QuickLinks.
Use the Sales Order Status to keep track of a product’s “Status” throughout the accounting process. For example, use Open to indicate that nothing has been done with the Sales Order, In-Process to indicate that some of the Products in the SO have been “accounted for”, and Closed once you have “accounted for” all Products on the SO. How you choose to use Status indicator is totally up to you.
Before you can create a Sales Order, the project you plan to work with must be selected on the Projects tab and the project must be Checked In. If the project is not checked in, the [New] button in the process below will be grayed out.
To create a Sales Order, select the project you wish to work with on the Projects tab and then click the Orders and Accounting tab. Click [New] and select Sales Order:
A tab is opened for the Sales Order:
The “Client Information” section will populate with the client and address information from the Project. The “Sales Order Details” section displays the Order #, Date, and Status (all editable). The “Comments (Description)” field can be used to add a description to the Sales Order by Location report.
To add Products to the Sales Order, click [Add Item]:
The following window opens:
You can use the [Select All] button or you can check off the Products individually. Equipment and Labor are separated on the tabs. You can filter a column by clicking the button in the column of choice. Once you have selected the Products that you want to add to the Sales Order, click [Add and Close]. The products then display on the screen:
If you want to delete products, select them in the grid and click the [Delete Item]:
When finished, click [Save]:
The Sales Order you created now displays in the grid and you have the option to run a Sales Order by Location report if desired:
The report is generated on a tab:
When a Sales Order is selected, you have the options to Edit or Delete the Sales Order.