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Sales Orders – Overview

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Overview

This document will serve as an overview of all of the functionality available via Sales Orders (SO). Subsequent documents will discuss in detail all the features offered via SOs.

Definition: Sales Orders are objects in Ascent that serve as a framework for selling and shipping material that is in inventory as well as invoicing for that material.

Sales Orders consist of a header record, indicating who the customer is, shipping location (this could come from the account record, an address tracker, or manually overridden for this sales order), summary price information, tax information, and shipping costs, among other things and sales order lines, which has the item being sold, quantity, and price. Additionally, sales order lines can be allocated, backordered, staged, and re-staged.

If a sales order line cannot be shipped due to inadequate inventory available, if Allow for Drop Ship? Has been selected on the item master, then this sales order line can result in a drop ship purchase order, which will result in a supplier shipping that customer’s requested material directly to him, obviating the need for that material to come to your stocking location and be shipped from there. A purchase order is created and materials received or completed against that.

Shipped (also called Packed) Sales Order Lines get created when you actually pack out a sales order. Packing out a sales order using the function Pack SO, relieves inventory.

Sales Orders can be created as a result of processing returns of RMAs (return material authorization), with the need to ship replacement material to the client.

Sales Orders can also be created as a result of converting opportunities to quotes then to sales orders, converting opportunities to sales orders, or converting quotes to sales orders. If those opportunities or quotes use Salesforce products, then with the implementation of Ascent4Products, those Salesforce opportunities and quotes can also be converted to Ascent sales orders.

Detailed Documentation:

  1. Sales Order – Creation
  2. Sales Order – Staging 
  3. Sales Order – Allocations and Backorders
  4. Sales Order – Picking and Packing
  5. Sales Order – Drop Shipping  
  6. Sales Order – Invoicing 

 

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