How to Create a Sales Order [Step-by-step guide]

Modified on Wed, 18 Sep at 1:41 PM

You can create Sales Orders within techOMS, as well as assigning the stage in the pipeline.

This article describes the steps and fields involved in the process.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To create a Sales Order you will have to:

1. Click Sales Orders under Sales

2. Click Create to deploy the fields for creation

3. Complete the order level fields:

Order Number: Preassigned by the system, yet modifiable
Date: Date for the order
Status: Preassigned as Draft, modifiable manually or by the system as actions are performed
Channel: Preassigned depending on the used channel
Source: Indicates the source of the Sales Order
Total: Autocalculated based on the SKU content
Customer: Can be selected if already created, or created as detailed in How to Create a Customer [Step-by-step guide]
Requested Warehouse: Assign the order to a Warehouse choosing it from the dropdown
Requested Carrier Service: Assign the Carrier and Service Level from the dropdown
Cancel After: Can be set to cancel if the date limit is met
Fraud Risk Score (if enabled, Shopify only): Displays the Fraud Risk Score for the order

4. Displays additional fields to for:

5. Allows to Add Lines and SKU information

Line Number: Enter the line number
SKU: Enter the SKU Code
Product Variant: Select the value from the list whenever it applies to the case
Quantity: Amount of SKUs in the line
Price: SKU unit price
Amount: Autocalculated full value for the SKU line

6. Save through whichever mode you consider applicable to your case:

Save: Saves the Sales Order in Draft mode
Pipeline: Allows to move forward on the steps within the process pipeline
- Approve: Approves the order and unlocks Allocating and Fulfilling
- Allocate & Fulfill: Allocates and Fulfills the order
- Cancel: Allows to cancel the approved order
Clone: Clones the order and opens it in a new tab