Material Sales - Building Sales Orders

Overview

Creating a sales order is the first step in the Material Sales process. Sales orders allow the user to store material pricing agreements for each customer or job. All the data required to provide material invoices is included in the sales order. All prices associated with each sales order will be considered effective for a specific date range. Any number of date ranges may be included within the scope of a sales order. However, there will be only one price for any given material, customer or job, and date. Once entered into the system, a sales order is considered active. There are three ways to enter a sales order. They can be imported, created from a quotation or entered manually in sales order entry.

To learn more, refer to the following sections:

• Sales Order Import

• Creating a Sales Order From a Quotation

• Sales Order Entry