App-Services

Create Sales Order

Creating an sales order from the currting order is quick and easy, as the cutting plan provides direct insight into all required materials.

The sales order provides customers a detailed overview of the products or services they purchase. The document contains essential information, such as pricing, quantities, and terms, and can be easily sent as a PDF attachment via email.

Create Sales Order

! Note
The following procedure assumes that customer data has already been set up.

  1. Choose the icon, enter Cutting Order List, and choose the related link.
  2. A list of previously entered items will be displayed.
  3. Select New. A blank Cutting Order card will appear.
  4. Enter the general information, such as:
    * Order Type
    * Description
    * Destination Type
    * Customer
    * Destination No. (customer)
  5. Specify the materials, quantities, length, and width to be calculated in the order. Add a description for each item if needed.
  6. Verify that all details are correctly entered and click Calculate.
  7. Confirm the prompt in the pop-up window by clicking Yes. The calculation may take a few seconds.
  8. The result will display an overview of the allocated sheet or length material.
  9. In the Cutlist Result, the Item Numbers of the used components are also visible.

! Important
To make changes, click Release. After making changes, click Calculate again to generate a new calculation. Any modifications require recalculating by clicking Calculate again. A new calculation will be displayed.

  1. If everything is correct, click the dropdown menu next to Release and select Accept. The order can no longer be modified.
  2. Click Sales. You now have the option to create a quote or order. Confirm the prompt in the pop-up window by clicking Yes.
  3. When the document is created a second confirm will ask you to open de document. Click Yes to open.