Creating a Sales Order
March 25, 2019
Order Management
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Sales Order

Sales orders can be created to track any incoming orders from customers. Sales orders may consist of multiple Job Tickets that run through production to complete the Sales Order.

Creating A Sales Order

Click on "New Sales Order" to begin creating a new Sales Order. Below is a description of the fields on the form.

Customer - Search from existing customers or enter and create a new customer to associate to the Sales Order.

Customer PO Number - This number is generally provided by the customer on their purchase order. Enter in the customers number to make it easier to find and reference when a customer is looking for an update on their end.

Assignee - Select an assignee. This user will receive regular updates about changes that are made to the job ticket.

Salesperson - Select a salesperson to associate to the Sales Order. The salesperson will receive regular updates on the Job.

The shipping and billing address information below will pre-populate from existing customer profiles if it exists. Shipping and billing address information can be changed on a Sales Order basis. Changes will not affect the addresses saved on the customer profile.

Shipping Address Line 1 - Enter in the customer shipping address line 1. This can be modified on a per order basis.

Shipping Address Line 2 - Enter in the customer shipping address line 2. This can be modified on a per order basis.

Shipping City- Enter in the customer shipping city. This can be modified on a per order basis.

Shipping State - Enter in the customer shipping state. This can be modified on a per order basis.

Shipping Zip- Enter in the customer shipping zip. This can be modified on a per order basis.

Billing Address Line 1 - Enter in the customer billing address line 1. This can be modified on a per order basis.

Billing Address Line 2 - Enter in the customer billing address line 2. This can be modified on a per order basis.

Billing City- Enter in the customer billing city. This can be modified on a per order basis.

Billing State - Enter in the customer billing state. This can be modified on a per order basis.

Billing Zip- Enter in the customer billing zip. This can be modified on a per order basis.

Date Ordered - Enter the date that the order was received by the customer.

Date Required - Enter the date that the customer requires the order to be fulfilled.

Date Promised - Enter the fulfillment date that was promised to the customer. Date Promised is important because WorkClout uses it to alert users when orders are in jeopardy of completion based on lead time and current schedule.

Terms - Select a term for the sales order.

Salesperson - Select an existing salesperson that this customer is associated too. This will be used when sales orders are generated.

Editing A Sales Order

You're able to edit a Sales Order at any time.

You can edit by first locating the Sales Order and then clicking on (•••) > Edit.

Need to remove a Sales Order? You can archive a Sales Order by first locating it and then clicking on (•••) > Archive.

Archiving a Sales Order will hide it from view and also archive any Job Tickets associated to it. Associated Job Tickets will not be visible. You can unarchive a Sales Order at any time.

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