Sales Orders

How can I keep track and follow up on my sales performance?

If you’re looking for a clear way to measure sales performance by employee and identify who in your company has generated the highest revenue this month, a practical approach is to export the data int...

Sales Order Overview- Part I

This article aims to walk beginners through the basic steps for creating a Sales Order (SO). Read on to find the answers to the following questions: 1- What are the steps to convert a Customer's Quota...

Sales Orders Overview - Part II

This article provides guidance on the following topics:System Interface Overview – Understanding how the Sales Order (SO) module integrates with Inventory, Accounting (Invoices and Accounts Receivable...

How to Sell a Part That Has Been Purchased and Sent for Repair?

Let’s say you’ve purchased an item or already have one in your inventory, but before selling or using it, it needs to be sent out for repair to an external shop. In this article, we’ll walk you throug...

How can I add conditions to the list on SO?

Adding a new condition will automatically apply across all system modules, including the Sales Order. To create one, please follow the steps outlined below: 1. Go to "Administration" under your name a...

Why can´t I seem to find the Enter/Update function on the SO screen?

Once a Sales Order has been created, and you have the necessary permission to invoice customers, the Enter/Update option will appear under the three-dot menu on the right side of your screen. If this...

Why can I not print the reports linked to a SO?

The most common reason why reports such as the ATA 106, Packing Slip, or Invoice linked to a Sales Order do not appear is that the order has not been "Entered" yet.To resolve this, click on the three-...

I'm unable to enter/update a Sales Order, even though we’ve recently restocked and the available quantity should cover the sale. What could be causing this issue?

At times, the system may prevent you from invoicing a Sales Order even though there is sufficient quantity in inventory to cover the sale. This usually happens when the Sales Order line has not been p...

How can I populate the "Remarks" Field in the Sales Order "CofC" Report?

To add "Remarks" to the Sales Order Certificate of Conformance, you need to do so from the Inventory module. In this article, we’ll guide you through the steps to complete this process.  .First, you n...

How to Partially Invoice a Sales Order in Smart 145?

The ability to partially invoice a Sales Order allows MROs to manage billing more flexibly as products or services are delivered to the customer. This functionality makes it possible to invoice only t...