Introduction
Welcome to our comprehensive guide on utilizing the Sales Order feature in Empress. This guide is tailored specifically for business users. Let’s explore how this feature can streamline your sales operations and provide valuable insights into your customers’ buying habits.
Introduction
The Sales Order in Empress is essentially a confirmation of your agreement with a client. It is typically created once a customer approves a quotation. From a business perspective, a sales order is a vital document that facilitates smooth transactions and ensures all parties are on the same page regarding the purchase.
Accessing the Sales Order Feature
To locate the Sales Order feature, simply follow this path:
Home > Selling > Sales > Sales Order
Creating a Sales Order
Creating a sales order is a straightforward process. Here’s how you go about it:
- Click on New from the Sales Order list.
- Select your customer from the dropdown menu.
- Input the ‘Delivery Date’ for the entire order.
- Define the ‘Order Type’ - this can be a Sales order, Maintenance order, or an order from the online Shopping Cart of your website.
- Input the ‘Customer’s Purchase Order’ details.
- Enter the items and quantities to be delivered in the Item table.
- Click Save to save a draft of the Sales Order.
- Click Submit to finalize the Sales Order.
Customizing Your Sales Order
Empress allows you to customize pricing rules for each customer and item. This is done using the ‘Allow User to Edit Price List Rate in Transaction’ option in Selling Settings.
Sales Order Features
The Sales Order feature in Empress offers a host of functionalities, including:
- Currency and Price List: Set the currency for the sales order.
- Set Source Warehouse: Choose a warehouse from where all the items for the order will be fetched.
- Items Table: This includes information such as Delivery Date against each item, Delivery Warehouse, Drop Ship, and Planning.
- Packing List: A Packing List is linked to the Product Bundle and appears only when the transaction involves a product bundle.
- Taxes and Charges: Add taxes to your Sales Order by selecting a Sales Taxes and Charges Template.
- Additional Discount: Offer a discount to the whole sales order.
- Payment Terms: Add a Payment Terms template.
- Terms and Conditions, Print Settings, More Information: Provide Terms and Conditions of the transaction, set Print Settings, and add more information.
- Billing and Delivery Status: Track the status of the Sales Order and the percentage of amount billed and items delivered.
- Commission: If the sale involved a Sales Partner, add their commission details here.
- Sales Team: Add multiple Sales Persons who may have worked on this deal.
- Auto Repeat Section: Auto repeating Sales Orders works like a subscription.
Conclusion
The Sales Order feature in Empress enhances your business processes by providing a comprehensive and user-friendly platform for managing your sales operations. With the ability to customize and track information, it is a powerful tool in the hands of business users.
For further assistance or queries, feel free to contact our support team. Happy Selling!