Order Entry
Sales Order Entry is used to create quotes and sales orders for customers. Sales orders and quotes will be searchable inside of Sales Order Entry as long as the order or quote has not been deleted and has not been shipped. For a comprehensive view of all Sales Orders Sales Order and Quote History and Inquire should be used. For customer specific history Customer Maintenance can also be used.
This section will cover how to enter the following:
- Quote Entry
- Sales Order Entry
- Turning quotes into an order
- Deleting quotes and orders
- Etc.
Creating Quotes
Entering quotes is one of the most common tasks we do. Ensuring we accurately quote and get them ...
Turn a Quote into a Sales Order
Entering Sales Orders - Turning Quotes into Sales Orders Customers place order with us over the...
Deleting Quotes and Sales Orders
There is a Utility in Sage to go through and delete Quotes that are expired by a certain date. ...
Creating Shipping Quotes
How to Create a Shipping Quote – Basics Overview summary:This guide walks through the standard p...
Starship AdHoc Rate Quote
Starship Ad Hoc Rate Quote – Sales Team Training PurposeThis guide explains how to generate frei...