Sales Order

SALES ORDERS ARE LOCATED AT:

SELLING > SALES > SALES ORDER

Customer Support Department

Creating a new Sales Order

If a quotation exists for the order, refer to Transition from a Quotation to a Sales Order.

1. Navigate to the Sales Order List.

2. Create a new Sales Order.

3. Fill the following fields:

   1. Customer [create a new Customer, if necessary]

   2. Ship date

   3. Production due date

   4. Customer PO number

   5. The primary billing & shipping address of the customer will be automatically populated. If either needs to be modified the CS user can select or create as necessary

   6. [Delivery method (If new refer to "Quotation: Creating & Sending" step 7.c.i)

      1. Freight Terms

      2. FOB

      3. Early Dispatch

      4. Customer’s shipping account number (if applicable)

      5. Ordered Items (quantity, price, customer PN, etc.)

      6. To enter a customer PN click the dropdown button of the item. The customer PN field is located directly under the item code

4. After all information has been entered click the button

5. Attach a PDF copy of the PO to the SO

   1. Click the button located on the left side of the SO

   2. A pop-up window will appear. Click the browse button to scan your files and select the PO.

   3. Click

6. Next, click the button located at the upper right corner of the SO

7. A drop down menu will appear. Select “Request Secondary Review”

Secondary Review

STATUS: SECONDARY REVIEW 1. Open the Sales Order List by clicking the "Sales Order" icon on your desktop 2. Click “Secondary Review” under the section. It is located on the left hand side of the page. If no SOs are in the “Secondary Review” state this option will not be present 3. Select the SO for which you intend to perform secondary review 4. You can verify which CS user created the SO on the left sidebar of the screen where the creator is listed 5. Review the document for accuracy by comparing to the attached PO. A link to view the PO is located on the left sidebar of the page under attachments. Click the link to view the PO 6. After reviewing the document, one of three options can be selected from the button a. “Send to Contract Review”- Select this option to send the SO to QA for contract review. This option will be applicable to majority of SOs b. “Submit”- Select this option if the SO contains miscellaneous items not requiring QA contract review. Upon submittal the document will be locked. c. “Reject”- Select this option if the order needs major adjustments or verifications i. If this option is selected the rejecting user should supply a comment on the document as to reason for rejection. To comment scroll to the bottom of the document and fill the field “Add a Comment”, then click “Comment” ii. The document will be returned to draft state where it will need to be modified and then re-submitted for ‘Secondary Review” iii. Rejected documents can be identified through the presence of draft state & comment

Quality Assurance Department

Contract Review

1. Navigate to the Sales Order List.

2. Filter the list to show Delivery Notes with the status Contract Review. If there are no Sales Orders with this status, the option will not be present.

3. Open the Sales Order to review.

4. Review the document for accuracy by comparing to the attached PO

   1. The PO will be attached to the Sales Order

5. Navigate to the Quality Assurance section. If collapsed, click the arrow to the right of the section label to expand.

6. Check the boxes for any certifications/requirements that are applicable to the order

7. Save the Document

8. After reviewing the document select one of the following actions:

   1. Approve. This will submit the document. Submitting triggers an email to applicable production departments for processing.

   2. Reject. This will change the state of the SO to “Rejected”.

      1. If rejected, provide an explanation for rejection by commenting on the document.

      2. The Customer Support Department will address concerns in the comment field and re-process the order.