Sales Orders Entry - Overview

Overview

A Sales Order is a formal request from a Customer to purchase goods and/or services. In Rootstock, the ‘Sales Order Entry’ UI is where all the details related to the Sales Order are captured, and that will drive the creation of Inventory Requirements and/or Supplies, in order to comply to the Customer's Demands. Whether entering large, complicated Sales Orders with multiple components for a Make-To-Order sale, or small, more standardized Stock-To-Order ones, the adaptability of the Sales Order Entry UI accommodates the need.  

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.

 
Application 

Sales Orders in Rootstock can manage key functions such as:

• Sales Order Lines: Corresponding to Product Masters that are to be procured and sold to the Customer, and which may carry Components and generate Work Orders, may spawn Direct Purchases, may generate demands to be used by MRP, or may reference Services to be provided to the Customer.

• Addresses: and Contact information: Shipping, Billing, Acknowledgment, and Installation addresses and Contact details for each, or for the Order itself, to use during the sales processing on Shippers, Invoices, and customer-facing documents.

• Taxes and shipping charges:  That are based on either the Sales Order Header or the Line for the order, and whose default values come from the Customer and Product.

• Sales Picklist: Inventory availability listed to ease picking Inventory Items associated with Products on Sales Order Lines.

• Shipment Tracking: Provides visual of tracking numbers, quantities, and product, per SO Shipper.

• Gateway Payments: That assist in the creation of prepayments using credit cards, directly from the Sales Order Header, and that will be automatically applied when the Sales Order Lines are invoiced.

• ​​​​​​Sales Commissions:  To be paid to Salespersons that were involved in the Sales process, and may be due at different steps of the sales process.

• Auto-Allocations:  As an extension of the Allocation Logic consistent throughout Rootstock, Sales Order Lines that drive inventory demands can be configured to be auto-allocated when said line is confirmed (by setting it as Firmed).

And are a fundamental part of:

• SO Fulfillment: Where the user can process Sales Orders and its lines to create and manage Shipments, generate Packing Slips

• Invoicing Orders: Where the Customer is billed for the service provided.

• Amortization: To defer revenue recognition, for Products that are amortization candidates.

• Generating Direct Purchases and/or Work Orders from Sales Order Lines, as a direct solution to supply the demand generated by the Sales Order.

• RMA (Return Material Authorization): Which can be used to manage order returns and generate replacement sales orders, among other functionalities.

• Product Configurator:  As the Configuration Session is exported to a Sales Order Header and Lines, where all the configuration and pricing details from the Session will shape the Sales Order structure.

• Sales Contracts: To manage Recurring Billing and other features such as Contract Entitlements or tracking of Product Sales.

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Table of Contents
 

1. Context Articles

   1. Sales Orders - Terminology

   2. Sales Orders - Setup

      1. Sales Orders - Centralized Company Setup: Sales and Engineering Division structures

   3. Sales Order Taxation

2. Sales Order Entry/Header Articles

   1. Sales Order Entry - Quote Management and Estimate Work Orders

   2. Sales Order Header - Creation and Management

      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

      4. Externally using  Sales Order API

      5. From Direct Sales:  Inter Company Direct Purchase 

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

   3. Sales Order Header - Addresses button

   4. Sales Order Edit Page

   5. Sales Order Header Advanced section tabs

      1. Sales Order Header Reference Tab

      2. Sales Order Header Shipping Tab

      3. Sales Order Header Charges Tab

      4. Sales Order Header Credit Tab

      5. Sales Order Header Contact Tab

      6. Sales Order Header Comments Tab

      7. Sales Order Header Form Templates Tab

      8. Sales Order Header Cancel/Reverse Tab

      9. Sales Order Header Audit Tab

      10. Sales Order Header Special Tab 

      11. Sales Order Header Direct Purchasing tab

   6. Sales Orders - How do I Close or Cancel a Sales Order in Rootstock?

3. Sales Order Line Articles

   1. Sales Order Line - Creation and Management

      1. Sales Order Line - Auto-Allocation Processing

      2. Sales Order Line - Product Search button

      3. Sales Order Line - Components

      4. Sales Order Line - Additional Section/Button

         1. Sales Order Line Ship-To Settings Tab

         2. Sales Order Line Charges Tab

         3. Sales Order Line Inventory Settings Tab

         4. Sales Order Line Configured Order Pricing Tab

         5. Sales Order Line References Tab

         6. Sales Order Line Comments Tab

         7. Sales Order Line Dimensions Tab

   2. Sales Orders - How to Manage Configured SO Lines

   3. Sales Orders - How to Manage Stock & Kit SO Lines 

   4. Order Line Credit (Negative Price): Sales Orders Lines, Sales Invoice / Credit Memo Lines, Configuration Session

4. SO Entry Transition Guide

SEE ALSO
 

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