Sales Order Process Overview (Covers All SO-Related Functionality)

Overview

A Sales Order is a formal request from a Customer to purchase goods and/or services. The Sales Order is the core of Rootstock's functionality, as it relates to all the other modules of the Rootstock package, directly or indirectly. The sales order will drive the creation of Inventory Requirements and/or Supplies (for example, via auto Work Order creation, or MRP), in order to comply with the Customer's inventory demands.

This document provides a comprehensive overview of the entire sales process, starting from the necessary sales setup till accounts receivables.

Table of Contents
 

1. Sales Setup

   1. Avalara Integration

   2. ZenKraft Shipments

   3. Revenova Integration

   4. Sales Orders - Setup

   5. Sales Order Taxation

   6. Value Added Tax (VAT) Overview

2. Sales Order Header/Line Creation

   1. From : Quote / Case / Salesforce Create Rootstock Quote / Order Custom Button

   2. From Product : Configurator Exporting Configuration Session To Sales Order

   3. From Contract Master : Sales Order Processing (Sales Contracts)

   4. Externally using : SOAPI - Add Header and Line / Sales Order API

   5. Direct Sales : Direct Purchasing  / Inter-Company / Inter-Division using Sales Orders  / Product Master Direct Purchasing Tab  / Sales Order Header Direct Purchasing tab

   6. From RMA : RMA Overview / Create RMA Replacement Sales Order

   7. Manual Addition : Sales Order Header Creation / 'Create Sales Order' button on Customer Master

3. Sales Order Entry Management

   1. Sales Orders Entry - Overview

   2. Sales Order Payment Gateway - Overview and Setup

   3. Sales Commission

   4. SO Picklist Header

   5. Sales Orders - How to Manage Configured SO Lines / Work Order Created by Sales Order Lines

   6. For sales demands, and supply levels: MRP Overview

4. Sales Order Fulfillment

   1. Cost Accounting Control Record

   2. SO Fulfillment steps

      1. Manual: Sales Order Fulfillment

      2. Via APIs (SYDATA)

         1. SYDATA - Allocate Sales Order Line

         2. SYDATA - Sales Order Pick (Issue)

         3. SYDATA - Sales Order Pick-Pack

         4. SYDATA - Sales Order Pick-Pack-Ship

         5. SYDATA - Sales Order Shipment

   3. SO Shipper

      1. Packing Slip

      2. SO Container

      3. Amortization

5. Sales Order Invoicing

   1. SO Invoice and Credit Memos

   2. Sales Order Payment Gateway - Overview and Setup

   3. Sales Invoice Batch

6. Transfer Approved Invoices to Financial Integration

   1. Rootstock Intacct Interface Sales Invoice Export

   2. Sales Invoice Export (QuickBook Online)

   3. QuickBooks Sales Invoice Export

   4. Receivable Session