Sales Orders
The Sales Orders sub-module is intended primarily for catering environments, and arena environments that utilize sale orders for suites and catering order delivery.
Sales Orders facilitates the following activities:
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Processing an order and printing an invoice in less time.
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Bringing products into Sale Orders individually or by Package/Type/Class.
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Pricing and re-pricing products in the sale orders.
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Depleting all linked items as part of inventory management.
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Interfaces with customer database.
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Report generation for detailed inventory requirements, sales activity, accounting information, and product sales.
Users can perform the following functions in Sales Orders:
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Creating sales orders
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Viewing sales orders
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Duplicating sales orders
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Modifying sales orders
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Printing sales orders
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Finalizing sales orders
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Invoicing sales orders
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Depleting sales orders
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Loading events
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Adding media assignments
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Viewing financial settings
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Adding special instructions/memos
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Viewing history
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Viewing account summary
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Using analysis
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Using customer zoom
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Viewing customer activity
Click Sales ➜ Sales Orders. The Sales Orders page appears with the list of saved sales orders under the Sales Order List along with the following details:
|
Field |
Description |
|---|---|
|
SO # |
The sales order number. |
|
Customer |
The sales order customer. |
|
Status |
The sales order status. Available status includes the following:
|
|
Event Date |
The sales order event date |
|
Location |
The sales order location. |
|
Contact |
The contact linked to the sales order customer. |
|
Action |
Allows users to modify a selected sales order using the Edit option. Only the sales orders that display the following status are open to modification:
|