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.) You'll be taken to the Create New Sales Order page, in which you'll enter all billing and logistic information about the order.
A. Use the magnifying glass icon to search through your list of existing customers. The customer's contact information will populate below after selection. If you are dealing with a new customer, simply click the "Add New" to the upper-right of the Billing Customer search box.
B. The order type selected here is important for the order. "Pick Up" and "Delivery" should only be selected if you are selling entire slabs (without fabrication). In the "Install" type, you have more versatility as to when the inventory is allocated to the order.
C. The "Ship To" box will list all addresses associated with the customer. This may be the same as the billing info, but it may differ in the case of customers who are other businesses/sub-contractors.
D. "End Customer / Job Name" is used for referencing the order. You can search using this criteria in the system, so it can be helpful to distinguish orders listed for a customer with several orders.
E. Notes can be used to add any useful info about a job other than the info entered to the pre-defined text boxes. "Special / Delivery Instructions" and "Printed Noted" are essentially the same with different labels; they are both listed on the actual printed order. "Internal Notes" are only viewable from within the system.
F. If your company uses pre-defined lists of products and services (packages) when creating orders, you can skip one page by selecting the package here. Otherwise, Click "GoTo Next Step To Add Products" to add items to the order.
B. The order type selected here is important for the order. "Pick Up" and "Delivery" should only be selected if you are selling entire slabs (without fabrication). In the "Install" type, you have more versatility as to when the inventory is allocated to the order.
C. The "Ship To" box will list all addresses associated with the customer. This may be the same as the billing info, but it may differ in the case of customers who are other businesses/sub-contractors.
D. "End Customer / Job Name" is used for referencing the order. You can search using this criteria in the system, so it can be helpful to distinguish orders listed for a customer with several orders.
E. Notes can be used to add any useful info about a job other than the info entered to the pre-defined text boxes. "Special / Delivery Instructions" and "Printed Noted" are essentially the same with different labels; they are both listed on the actual printed order. "Internal Notes" are only viewable from within the system.
F. If your company uses pre-defined lists of products and services (packages) when creating orders, you can skip one page by selecting the package here. Otherwise, Click "GoTo Next Step To Add Products" to add items to the order.