8.3. How to Create a Sales Order?

In TDS CRM, there are two methods by which you can create sales orders.

  • Go SO Tracking > Sales Order.
  • Click the New icon from the toolbar. It will direct you to the sales order creation page.
  • Fill the form with required information. Refer to the given table for the information you will require to fill the form.
  • Press the Save button.

You can view this new sales order on sales home page from where you can perform further operations on it.

 

Sales order information  
Subject Mention the subject of the sales order.
Customer Mention the customer for whom you are creating the sales order.
Potential name Mention the potential name for which you are generating the sales order.
Port Select the port or area for the sales order.
Location Mention the location for the sales order.
Assigned to Select the user or group of users to which the sales order has to be assigned.
Purchase order ID Mention the purchase order ID.
Purchase order Mention the purchase order for which you are creating the sales order.
Contact name Select the contact name to which the customer is related.
Pending Mention if the sales order is pending or not.
   
Recurring Invoice information  
Enable recurring Use this option to enable or disable recurring invoice.
Start period Mention the start period of recurring invoice.
Payment duration Mention the payment duration for recurring invoice.
Frequency Select the frequency of recurring invoice, i.e. daily, weekly, monthly, quarterly or yearly.
End period Mention the end period of the recurring invoice.
Invoice status Mention the invoice status.
   
Address Information  
   
Billing Information  
Address

 

Mention the details about billing address information of customers for sending invoices, quotes, etc.
PO Box
City
State
Postal Code
Country
   
Shipping Information  
Address

 

Mention the details about shipment address.
PO Box
City
State
Shipping Postal Code
Shipping Country
 
Terms and conditions Mention the details about the item for which sales order will be generated.
Description information Describe other details about the sales order.
Item details  
Item name Select the product to be included in the sales order.
Quantity Mention the quantity of product to be included in the sales order.
Discount Mention if there is any discount associated with the product.
Shipping & handling charges Mention the shipping and handling charges.
Taxes for shipping and handling Mention the amount of taxes for shipping and handling.
Adjustment Mention if any other adjustment is needed.