Sales Orders

How can I keep track and follow up on my sales performance?
While there isn't yet any feature that allows you to run a sales performance -by employee report more straightforwardly, you could use a workaround by exporting the data to an excel spreadsheet, and i...
Sales Order Overview- Part I
This article aims to walk beginners through the basic steps to creating a Sales Order (SO). Read on to find the answers to the following questions:  1- What are the requirements and ste...
Sales Orders Overview - Part II
This article will help you learn your way around the following questions/ topics: 1- Interface with the Inventory- Bird View, Accounting, Shipment, and Customer modules. 2-What reports other...
How can I sell a part that has been purchased and sent for repair?
Let's say you sourced an item in AR condition and outsourced its repair to another company to finally sell it to one of your customers.Read on to find out the steps to follow and which of these steps...
How can I add conditions to the list on SO?
Adding a condition will reflect in every module of the system, including the Sales Order. To create a new condition, you need to follow the steps below:I.  Go to Administration under your name at...
Why can´t I seem to find the Enter/Update function on the SO screen?
Once you have created a Sales Order, provided that you have permission to Invoice your customers, the Enter/Update option will appear on the three dots on the right side of your screen. One of the mos...
Why can I not print the reports linked to a SO?
The usual reason for the reports (ATA 106, Packing slip, Picking list, and the Invoice) linked to a Sales Order not showing is that the order needs first to be Entered. Notice that you first have to g...
I can't seem to enter/ update an SO and we have recently restocked, thus the quantity should cover the sale. What am I missing?
This error message is very common:It only means that you need to link the Sales Order and the Inventory. For that, go to the "Edit" option in the three-dot menu. Scroll down until you reach the s...
Do I need to have quantity in Stock to sell a part through a Sales Order?
You can manage sales operations in Smart145 by creating a Sales Order. You just have to go to the corresponding browser and select the option "New Sales Order".Once you do that, make sure to fill in a...
How do I link a Sales Order to Inventory?
When you sell stock items you need to be careful. You might have more than one item saved under the same Part Number (PN) but with different pricing, conditions, or traceability details. Therefore, se...
How can I populate the Remarks Field in the Sale Order CofC Report?
To add Remarks to the Sales Order Certificate of Conformance, you must do it from the Inventory Module. In this article, we'll share with you the steps you must follow.    . First, you need...