Sales Order Settings

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On this page:

Client contacts and addresses

Terms (payment)

Products and Artwork

Compact vs. Detailed

Edit, copy, delete

Require a deposit

Right-Click Shortcuts

Status

Sales order statuses track the progress of an order. Almost all of the statuses are automatically applied, but you can also change them manually.

To change a sales order's status, click the "Status" drop-down and select a status from the list.

Order Date

The order date is internal-facing and does not show to your client. It defaults to the sales order's creation date and is useful for future reporting.

To change the order date, click into the "Order Date" field and select the date you need from the calendar.

Introduction

The introduction appears at the very top of the sales order. It's used to provide the client with additional details or instructions for their sales order form. You can add plain text or dress it up with HTML coding, including iframes.

Client contacts and addresses

The client's billing and shipping contacts and addresses appear at the top of the sales order form.

To change/select the billing or shipping contact, either:

Click the relevant contact drop-down and choose a contact from the list (as listed on the client page)
Click the + icon to add a new client contact

To change/select the billing or shipping address, either:

Click the relevant address drop-down and choose an address from the list (as listed on the client page)
Click the + icon to add a new client address

Terms (payment)

The "Terms" field automatically populates with your client's default payment terms, as set on the client page. To change the payment terms on a sales order, click the "Terms" drop-down and select a term from the list.

You can customize your list of payment terms through the Admin tab > Settings.

Currency

This field determines the currency your client will see on their order and defaults to the currency set on the project overview. The best practice is to create separate commonsku clients for each currency your client operates in; that keeps reporting clean inside commonsku and makes it easier to export to your accounting platform.

Feel free to contact support@commonsku.com if you have questions about multi-currency.

In Hands Date

The in-hands date is pulled from the project overview's Project Info or the presentation/estimate's in-hands date. The in-hands date represents when the product needs to be "in the client's hands."

To update the in-hands date, either:

Click the In Hands Date field on the project overview and select the date you need

Click the In Hands Date field on any on the sales order and select the date you need

Updating the in-hands date on the project overview only updates the in-hands date on the most recently created form.

Default Tax

The default tax uses the tax set on the client's page.

To change the sales order's default tax, click the "Default" Tax drop-down and select a tax code.

If you're using Zip2Tax and need to override the tax listed:

Click the "Default Tax" drop-down
Type the client's zip code into the field and select the tax you need or choose "Exempt"

Zip2Tax automatically applies a tax rate based on the sales order's shipping address, as long as the state is listed in your Tax Nexus.

If you're using Avalara and need to override the tax listed:

Click the "Default Tax" drop-down and choose Avalara
Select a Default Avalara Category (if needed)
Select the order's billing and shipping address (a valid shipping address is required to calculate tax)
After ALL products and services are added and edited as needed, click the Calculate Tax button to calculate a combined tax rate based on the current order details (see best practices)

Customer PO

You can type your customer's purchase order number into this field; it will appear at the top of the sales order.

Sample orders

To mark a Sales Order as a sample order, check the box next to This is a sample order.

Reporting on sample orders

If you need to track or report on sample orders, we recommend adding an Order Tag, such as “Sample Order,” to the Sales Order. You can then use the Sales Rep Report to filter by that tag and export the results.

The sample order checkbox marks the Sales Order as a sample, but it does not currently provide a dedicated self-serve Sample Report in the Reports tab or current dashboards.

Products and artwork

Toggle between the Products and Artwork tabs to view the sales order's items and their artwork details.

Compact vs. Detailed

You can view the internal version of the sales order in either Compact or Detailed view. The internal view does not affect the client-facing sales order.

Click Compact to view a product's:

SKU
Supplier name
Product name
Total units
Margin % per line item
Client price per line item

The Detailed view is the default setting; it shows a product's:

SKU
Supplier name
Product name
Product description
Total units
Product variants (sizes and colors)
Margin % per line item
Client price per line item

+Add products

Click the + Add product button to add products to your sales order.

+ Title

Click the + Title button to add Titles or categories to group your products.

+ Services

Click the + Services button to add Services including Custom Service, Freight, Fulfillment, Shipping, Service Po and Other Service

If a custom service has been established in the default settings, it will be displayed as a named service.

Edit, copy, delete

If you hover over a product, you can select to:

Edit - opens the editing screen for you to change the information displayed to your client.
Copy - creates a duplicate product.
Delete - removes the product from the sales order.

Require a deposit

You can create a Deposit Invoice from your Sales Order to collect partial or full payment from your client before creating the final invoice.

If your company uses commonsku Payments, eligible clients can pay their Deposit Invoice by credit card or ACH (bank transfer), depending on the payment methods enabled in your commonsku Payments settings.

Once a payment through commonsku Payments is successfully confirmed, the deposit payment is recorded in commonsku and can be applied toward the remaining balance when you create the final invoice.

For more information about accepting and managing payments, see commonsku Payments.

Right-click shortcuts

If you hover over a product, you can right-click and select:

Copy - creates a duplicate product.
Product - opens your product databases to add a new item under the product you right-clicked on.
Title - adds a title directly above the product; titles are a simple way to create product categories.
Freight, Fulfillment, Shipping, Other Service - allows you to quickly add additional services.

FAQ

How can I hide the costs like in a presentation?
How do I unlock a locked sales order?
Why can't I unlock my sales order?
Can my client pay part of a Sales Order before I create the final Invoice?

How can I hide the costs like in a presentation?

Unlike a presentation, it is impossible to "hide" pricing all together on a sales order. The only option is to change each product's retail price to $0.

How do I unlock a locked sales order?

Sales orders automatically lock once they're invoiced; commonsku assumes the details on the sales order are final. However, you can unlock the sales order if you need to make changes or delete the form.

To unlock the sales order, click on the greyed-out Unlocked button on the far right just above your products/line items.

Why can't I unlock my sales order?

You need permission to "Unlock Orders" to unlock sales orders and invoices. You can either ask your admin to unlock the form or ask them to assign you the permission.

Can my client pay part of a Sales Order before I create the final Invoice?

Yes. You can create a Deposit Invoice from the Sales Order to collect payment before creating the final Invoice.

If you're using commonsku Payments, your client can pay an eligible Deposit Invoice using a credit card or ACH (bank transfer), depending on your enabled payment methods.

You can also create multiple Invoices for a project if you need to collect different amounts at different stages.