Sales Orders feature is available in Sales Pack extension.
Sales Order represents a group of products or services with their quantities and prices.
You can add Sales Orders panel to Account detail view to be able to see related sales orders. Administration > Layout Manager > Accounts > Relationships.
You can add Sales Orders panel to Opportunity detail view at Administration > Layout Manager > Opportunities > Relationships.
In the article:
- Converting from Opportunity or Quote
- Generating Invoices from Sales Order
- Total Values Layout
- Sales Order Items
- Printing to PDF
- Sending sales order in email
- Automatic numbering
- Default tax
- Copying values from product to sales order item
- Automation with Workflows or BPM
Converting from Opportunity or Quote¶
Method 1. Create a new sales order, on the form specify needed opportunity or quote. Data will be copied from the opportunity/quote to the created sales order.
Method 2. Create a new sales order from Sales Orders relationship panel on the detail view of the opportunity/quote.
Generating Invoices from Sales Order¶
You are able to create Invoices from existing Sales Order record.
Method 1. Create a new invoice, on the form specify a needed sales order. Data will be copied from the sales order to the created invoice.
Method 2. Create a new invoice from Invoices relationship panel on the detail view of the sales order record.
Total Values Layout¶
Layout of total value fields (in the bottom on detail view) can be modified at Administration > Layout Manager > Sales Orders > Bottom Total.
Sales Order Items¶
Sales Order has a list of items. Each item can represent a certain product or a service with description, quantity, tax rate, list price and unit price fields. It's possible to sort items manually.
There is an ability to add custom fields for Sales Order Item entity using Entity Manager.
Sales Order Items Layout¶
Layout of sales order items can be modified at Administration > Layout Manager > Sales Order Items > List (Item).
It's possible to specify a discount in percents. To have this ability, administrator should add 'Discount (%)' field to the List (Item) layout.
Printing to PDF¶
Sales Orders can be printed to PDF. This action is available in dropdown next to Edit button on the sales order’s detail view. Then you will be prompted to select a template. More info about printing to PDF is available here.
See documentation for templates for quotes.
Sending sales order in email¶
Sales Order PDF can be send in email as an attachment. Open a sales order record, click dropdown next to Edit button and the click Email PDF.
By default a number field is auto-incremented. You can disable auto-increment at Administration > Entity Manager > Sales Order > Fields > number. It's also possible to make the number field read-only.
The next number, a prefix can be configured at Administration > Entity Manager > Sales Order > Fields > numberA.
You need to have a Tax record created in your CRM. Taxes can be accessed at Quotes list view > dropdown in the top-right corner > Taxes.
Administrator can specify a default Tax record at Administration > Entity Manager > Sales Order > fields > Tax > Default.
Note: For older versions of Sales Pack & EspoCRM you need also to specify the default tax rate value at Administration > Entity Manager > Sales Order > fields > Tax Rate > Default.
Copying values from product to sales order item¶
Field values can be transferred from a product to a sales order item upon product selection. Field names you want to be copied should coincide in Product and Sales Order Item enities.
You can select which fields you need to be copied at Administration > Entity Manager > Sales Order Item > Fields > Product > Fields to Copy.
Automation with Workflows or BPM¶
The following service actions are available in Workflows and BPM tools:
- Add Sales Order Items
- Convery Currency
- Send in Email