How to Create a Sales Order

Learn more about the different ways to create a sales order.

On this page:

Convert an opportunity, presentation or estimate

Global search bar

Most Recent icon

New Dashboards

Clients tab

Client page

Copy an existing form

FAQ

Convert an opportunity/presentation/estimate

To convert an opportunity, presentation, or estimate to a sales order:

  1. In the opportunity/presentation/estimate > click Actions > Create Sales Order
  2. In the text box beside the product, type the quantity your client would like to order
  3. Click Convert to Sales Order

PresToSalesOrder

Any products with 0 quantity, or no quantity, will be left behind when you convert to a sales order. All product quantities can be adjusted directly in the sales order.

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Create a sales order using your global search bar

To create a sales order using your global search bar:

  1. Click the global search bar > New Project
  2. Enter the client's name, or click to + add new client > enter the new client's name > select their industry > click Create
  3. Add the project name
  4. Select an Event Type from the drop-down
  5. Select S (Sales Order) as your starting stage
  6. Click Continue

  7. Select an in-hands date

  8. Select a billing contact, or click + New Contact at the bottom of the drop-down to create a new contact

    1. If you are adding a new contact (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  9. Select a billing address, or click + New Address at the bottom of the drop-down to create a new address

    1. If you are adding a new address (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  10. Select a shipping contact and address, or select Same as Billing

  11. Click Select Products

SalesOrderGlobalSearchBar

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Create a sales order using your Most Recent icon

To create a sales order using your Most Recent icon:

  1. Click the most recent icon > New Project
    1.4
  2. Enter the client's name, or click to + add new client > enter the new client's name > select their industry > click Create
  3. Add the project name
  4. Select the event type
  5. Select S (Sales Order) as your starting stage
  6. Click Continue

  7. Select an in-hands date

  8. Select a billing contact, or click + New Contact at the bottom of the drop-down to create a new contact

    1. If you are adding a new contact (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  9. Select a billing address, or click + New Address at the bottom of the drop-down to create a new address

    1. If you are adding a new address (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  10. Select a shipping contact and address, or select Same as Billing

  11. Click Select Products

SalesOrderRecentIcon

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Create a sales order through new Dashboards

From either your Sales, Production, Finance, or Management Dashboards:

  1. Click New Project in the top right corner.

  2. Select a pre-existing client from the drop-down list, or click + New Client at the bottom of the drop-down to add a new client to commonsku

    1. If you are adding a new client (optional):

      1. Type the client's name

      2. Select their industry from the drop-down menu

      3. Click Create Client

  3. Enter a Project Name

  4. Select an Event Type from the drop-down

  5. Select SO (sales order) as your Starting Stage

  6. Click Continue

  7. Select an in-hands date

  8. Select a billing contact, or click + New Contact at the bottom of the drop-down to create a new contact

    1. If you are adding a new contact (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  9. Select a billing address, or click + New Address at the bottom of the drop-down to create a new address

    1. If you are adding a new address (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  10. Select a shipping contact and address, or select Same as Billing

  11. Click Select Products

SalesOrderDashboard-1

The project's client contact will default to whichever contact is selected as the Billing contact at this stage.

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Create a sales order through the Clients tab

To create a sales order through the Clients tab:

  1. In the Clients tab, click a client's name > select Actions > New Project
  2. Add the project name
  3. Select an Event Type from the drop-down

  4. Select S (Sales Order) as your Starting Stage

  5. Click Continue

  6. Select an in-hands date

  7. Select a billing contact, or click + New Contact at the bottom of the drop-down to create a new contact

    1. If you are adding a new contact (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  8. Select a billing address, or click + New Address at the bottom of the drop-down to create a new address

    1. If you are adding a new address (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  9. Select a shipping contact and address, or select Same as Billing

  10. Click Select Products

SalesOrderClientTab

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Create a sales order through a client's page

To create a sales order through the client's page:

  1. In the Clients tab, click a client's name > select Actions > Client Page
  2. In the client page, select Actions New Sales Order
  3. Add the project name
  4. Select an Event Type from the drop-down

  5. Select (Sales Order) as your Starting Stage

  6. Click Continue

  7. Select an in-hands date

  8. Select a billing contact, or click + New Contact at the bottom of the drop-down to create a new contact

    1. If you are adding a new contact (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  9. Select a billing address, or click + New Address at the bottom of the drop-down to create a new address

    1. If you are adding a new address (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

  10. Select a shipping contact and address, or select Same as Billing

  11. Click Select Products

SalesOrderClientPage

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Copy an existing form

You can create a new sales order by copying a(n):

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FAQ

What if I created an order for the wrong client?

Scenario #1 - You haven't created any Purchase Orders

In this case, you can:

  1. Click Actions Copy Sales Order
  2. Type the new client and project name
  3. Click Copy
  4. In the new project, go to the Overview tab > click the original sales order # > that will redirect you to the original project's Overview tab
  5. Copy/paste notes from the original project to the new project's overview
  6. Go back to the original sales order and click Actions > Delete Sales Order
  7. Delete any other client-facing forms (Actions > Delete Estimate/Presentation)
  8. Delete the original project (Actions > Delete Project)

Scenario #2 - You've already created the Purchase Orders

In this case, you can:

  1. Click Actions Copy Sales Order
  2. Type the new client and project name
  3. Click Copy
  4. In the new project, go to the Overview tab > click the original sales order # > that will redirect you to the original project's Overview tab
  5. Change the sales order's status to Closed
  6. Change all of the purchase orders' statuses to Closed
  7. Notify your accounting team to apply the supplier bills against the new project, rather than the original POs

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