Sales Orders are created in Stone Profits when a sale of your products and/or services is confirmed. Inventory tied to Sales Orders will be reserved for the specific sale, but not removed from your list of current inventory. The steps below outline the creation of a new Sales Order.
1.) From the Sales Home, click the plus sign near the "All Sales Orders" icon in the middle of the screen.
1.) From the Sales Home, click the plus sign near the "All Sales Orders" icon in the middle of the screen.
2.) Enter the customer header information for the customer you are dealing with. The "Add New" link in the "Bill To" section allows for creation of a new customer account.
The Customer Name is typically listed on the "Bill To" side and the referred Homeowner's info is entered in the "Ship To" section in the middle of this page.
Sales Order Entry - Mandatory fields are outlined in Red
Project Type - what we know in P21 as SMG - Sales Market Group. This field will fill in based on the default in the customer’s account, and can be edited if needed. The categories for you to choose from are:
Location - The branch where you work
Fulfilment Location - The branch that will be the final destination for material. The location the delivery or pick up will take place at. This field is critical if you are transferring material.
Division - Will default in as 65 Sales. ONLY edit for a no charge order with reason, similar to P21 sample shipment field.
Project Manager - What we know in P21 as Taker
Contact Mode – walk in, telephone, fax or email
How did you hear about us - what we know in P21 as lead source. This will default in from the customer’s account, it can be edited if needed
Associates – fill in if applicable
Project Type - what we know in P21 as SMG - Sales Market Group. This field will fill in based on the default in the customer’s account, and can be edited if needed. The categories for you to choose from are:
- Dealer (to be used for an authorized WZ CMP dealer)
- Commercial (any commercial sale not dealer)
- Residential (any residential sale not dealer)
- E-Commerce (only to be used for website sales)
- Intercompany- (Mosaics companies; currently Opustone and Surfaces Southeast)
Location - The branch where you work
Fulfilment Location - The branch that will be the final destination for material. The location the delivery or pick up will take place at. This field is critical if you are transferring material.
Division - Will default in as 65 Sales. ONLY edit for a no charge order with reason, similar to P21 sample shipment field.
Project Manager - What we know in P21 as Taker
Contact Mode – walk in, telephone, fax or email
How did you hear about us - what we know in P21 as lead source. This will default in from the customer’s account, it can be edited if needed
Associates – fill in if applicable
A. Billing Customer:
D. Sales Rep:
|
A. Ship To:
B. End Customer / Job Name:
C. Shipping Address:
D. Sales Tax:
E. How did you hear about us:
- Select 'Ship To' method as "DropShip"
B. End Customer / Job Name:
- Enter the Opportunity Name or Job Name or End Customer Name.
- Your End Customer / Job Name will be the name of the individual project for the billing customer.
For example, the "Bill To" customer might be "ABC Construction" and the Job Name might be "Smith Residence." - The job name distinguishes multiple customer orders from one another, and can be used as search criteria.
C. Shipping Address:
- Fill in the shipping address. If the shipping address is same as billing address, then you can click on Copy Bill to; which will auto fill the address and other details from Bill To section.
D. Sales Tax:
- If type of fulfillment method is Delivery or Dropship, then Sales Tax will be auto populated based on the Shipping Address. Else if fulfillment type is Pick-Up, then Company Location Sales Tax will be auto populated.
E. How did you hear about us:
- What we know in P21 as lead source. This will default in from the customer’s account, it can be edited if needed
Freight Terms: who is paying freight
- PP - prepaid WZ is paying freight
- PPA - prepaid Add - Client is paying and being invoiced for freight.
- C - Collect
- 3rd Party
By clicking Go To Next Step To Add Products button at bottom right, the system will save the information and create the Stock Order and will redirect to another page to add products.
ADD CONTACT TO THE CUSTOMER
In order to add a contact to the Customer from the Sale Order page, click on the contacts '+' sign in the upper right corner.
After entering the new contact or selecting one from the list, it will appear as shown below.
3.) After Creating a new SaleOrder, in the SaleOrder detail page; click on "Add Item" button to add Item. Search for the required/desired item in the search input field.
Add Item
Subheading: These can be used to divide a quote into multiple sections. These different sections of the quote will be sub-totaled for the customer and can also be scheduled on your calendars separately. You might add a subheading under the name of "Kitchen," or "Room 1," etc.
A. Add Item: Click on "Add Item" Button, a pop up window will appear.
B. Item: Search for the required Item from the dropdown menu.
C. Quantity/ Unit Price: Select the required quantity. If the unit price for the selected Item is already uploaded in the system, it will auto populate the unit price. If not you can always enter the unit price Manually.
D. Save Item: After selecting the item and entering the required quantity click on "Save Item" button
A. Add Item: Click on "Add Item" Button, a pop up window will appear.
B. Item: Search for the required Item from the dropdown menu.
C. Quantity/ Unit Price: Select the required quantity. If the unit price for the selected Item is already uploaded in the system, it will auto populate the unit price. If not you can always enter the unit price Manually.
D. Save Item: After selecting the item and entering the required quantity click on "Save Item" button
Internal Notes: Type your mandatory PO note in this section. Make sure to include shipping instructions, who is paying freight, payment status, and any other pertinent information that purchasing needs to know. After typing note you MUST click on the save button, or information will not save.
add service
A. Add Service: Click on "Add Service" Button, a pop up window will appear.
B. Service: Search for service with name from the dropdown menu and select the Service.
C. Quantity / Unit Price: Enter the required quantity and Unit Price. If the service is taxable checkmark "Taxable"
D. Save Service: To save the selected Service click on the "Save Service" button.
B. Service: Search for service with name from the dropdown menu and select the Service.
C. Quantity / Unit Price: Enter the required quantity and Unit Price. If the service is taxable checkmark "Taxable"
D. Save Service: To save the selected Service click on the "Save Service" button.
4.) After adding the required Items and Services your Sale Order will look similar to the below image.