Fill Out Sales Order: from PO, Template, Excel, etc

Modified on Wed, Oct 29 at 12:12 PM

TABLE OF CONTENTS

Create an initial Sales Order
Fill Out the Sales Order
Time Contracts Billing
- Fill out from Labor Hours

This article looks at the different ways to fill in the Sales Order Details table.

Create an initial Sales Order

Fill Out the Sales Order

You can complete a Sales Order in several ways:

From a selected Purchase Order (PO)
Copy from the PO card
Use a Sales Order Template
Import from Excel
Add from labor hours (for time-based contracts)

Populate a Sales Order from CPO

Visit the article to learn more about how you can populate a SO from a PO.

Fill out a Sales Order through a PO card

Open the appropriate Purchase Order card and click the Fill Out Sales Order button. Select how to populate PO details: add to the existing SO or create a new SO.

Fill out a Sales Order from Template

Sales Order Template includes the list of price list items for a certain project and sales order type.

Sales Order Templates reference is accessible for employees of the following roles:

Financial role	Full access except delete
Accountant and Bookkeeper role	Full access

Import from Excel

Supported file format: xls; .xlsx

1. Create an Excel file and give the column name for the 1 string.

2. Locate columns in a certain order:

1 column (A) — Description

2 column (B) — QTY

3 column (C) — Unit Cost

4 column (D) — Line Comments

3. From the second string, list the required items that should be imported to a SO.

4. Run import.

5. Check columns matching and confirm import.

Add Sales Order Item

Click on Add Sales Order Item to pull in Price List Items assigned to the BP's Project.

Price List Items contain the details of your company services and products, like: service item, COGS, marked up price, UOM and so on.

Time Contracts Billing

You can use the Sales Orders reference for time contracts. To include labor spent on the Build Plan in the Sales Order, use the Fill out from Labor Hours option.

Fill out from Labor Hours

Use the "Fill Out from Labor Hours" option to add the labor hours spent to complete the Build Plan to the sales order. The selection is from the Time Card hours allocated to SO's BP. Labor hours are summed by date, Wage Type and Work Order Type.