How to create a selling order

Sale orders are events documents that formalize the purchase of products or services from your company. When it comes to creating orders, it is important to follow specific steps to guarantee precision and efficiency in the process. By following the procedures, you can ensure that the orders are accurate, organized, and meet the requirements of you, your team and customer involved.

This structured approach when creating a sale order, enhances communication, minimizes errors, and fosters a seamless workflow. Begin by navigating to the Sales Module within the system, then click on orders.

Creating a New Order

Click on the "New Order" option to initiate the order creation process.

• Choose the customer or lead, you have the option to search for existing customers and attach them.
• Alternatively, you can create a new customer profile by entering 'add new account' and provide necessary informations like name (required), email, and mobile number.
• Create a new order reference or input one manually (ex: O-2024-020).
• Assign the order to one of your team members.
• Add important dates like the date of issue, estimated delivery, and deadline for better clarity and accountability.

Here's how the data might appear:

Subject and Description

It is recommended to provide a subject and description for the order. You have the option to enrich the description further using the editor by selecting the text.

Ex:

• Devinstock Subscription.
• Devinstock yearly subscription plan, 144$, Growth Tier, Discount 50% included on all plans.

Product/service row

To include a new product in the order:

1. Search for a product or service in your database, you can also add a free line

1. Detail the product with a designation or description.
2. Input the unit price (excluding taxes).
3. Indicate the required quantity.
4. Select the appropriate unit of measurement (e.g., unit, meter, kg).
5. Optionally, apply discounts as either a fixed value or a percentage.

Ensure you choose the correct discount type:

• For a percentage discount, specify the percentage.
• For a fixed value discount, input the value accordingly.

Let's add some product examples:

• Devinstock yearly subscription plan T2, 144$, Growth Tier, Discount of 50% included on all plans.

Specify the selling currency and set the corresponding exchange rate.

Moreover, you can choose to apply a discount for the entire order if needed.

Add more products row

In order to proceed, please click on the "Add Row" + button to include additional products. For example, Devinstock offers yearly subscription plans with a 50% discount (Starter Plan, Growth Plan, Premium Plan).

Incorporate the currency, a global discount if applied, payment terms to specify the method for payments and include any additional notes or special instructions relevant to the order.

By following the outlined steps when creating an order you can seamlessly create a comprehensive sale document. Ensure to provide accurate details about the order informations, products, price, quantity, and any applicable discounts.