How to Create & Manage Sales Orders – Internal Sales Order Applet скачать в хорошем качестве

How to Create & Manage Sales Orders – Internal Sales Order Applet

Learn how to create and manage Internal Sales Orders using the Sales Order Applet within the ERP system. This guide walks through the steps of selecting customers, linking with related transactions like Receipt Vouchers and Deposits, and finalizing the order. Whether you're a beginner or need a refresher, this video ensures you're equipped to handle internal sales orders with ease and accuracy. 0:00 Intro & Menu Overview 1:00 Sales Order Listing UI 1:20 Creating a New Sales Order 2:00 KO4: Sales Quotation Link 2:50 Direct Sales Order without Quotation 3:30 Add Items & Pricing 4:12 Final vs Draft 5:02 Sales Order with Deposit 6:00 Receipt Voucher & Payment Entry 7:20 Finalize Receipt 7:58 Contract & Dock Link 8:30 Export, Attachments, Finalizing 9:06 Revert Final to Draft 10:00 Main Listing & Grouping 11:20 Line Items View 12:00 Sales Order + Sales Invoice KO 12:50 Status Colors: White, Yellow, Purple 13:30 Import & Report 14:40 Approval & Export 15:25 Settings Overview 16:30 Default Selection & Personalization 18:20 Permissions & Client Settings 19:15 Toggle View Layout 20:45 Admin Setup & Workflow 21:02 Closing Summary