Sales Order – Staging

Overview and Process Companies often have a requirement when getting ready to ship an order to move the material from its normal stocking location to another location, possibly one where other material for the same sales order could be moved. Others might move material that has been picked for that day’s orders to a location […]

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Sales Orders – Overview

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 […]

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Sales Order – Picking and Packing

Overview and Process A sales order is a construct created for the purposes of shipping inventory to a customer and invoicing the customer. This document will discuss the process of illustrating where inventory is available for shipping and then the corresponding shipping out of relevant sales orders. A sales order can be packed out using […]

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Order Management Overview

Description – Salesforce Order Management with Ascent ERP Salesforce order management with Ascent ERP is the process of efficiently tracking and fulfilling sales orders. It includes the cycle of people, processes, and suppliers needed to create a positive customer experience. The order management process starts when a customer places an order, tracking it until it […]

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