Creating Sales Orders

Complete the following procedure to create a sales order.

To create a sales order

1. Navigate to the Call Items view.

   Tap Side Menu and then tap Calls Items to display the following:

   • Call details and activities in the main pane.

   • Summary call details in the side pane.

2. Navigate to the call that you want using the navigation arrows in the main pane.

   All activities for the call appear after the call details in the main pane.

3. Create a new record activity, of type Retail Order, as follows:

   1. Tap New (the plus (+) icon) next to Activity in the main pane.

   2. Enter the information for the activity in the fields that appear, and then save the record.

      • In the Type field, select Retail Order from the drop-down menu.

      • In the Description field, type in a description for the retail order.

   3. Tap Start Activity.

      A new retail order is created.

   4. Drill down on the Retail Order link in the Type field to open the retail order in the Orders view.

4. In the Orders view, enter the order details by creating line items as follows:

   1. Tap New (the plus (+) icon next) to Line Items in the main pane.

   2. Enter the information for the order line item in the fields that appear, and then save the record.

      The products available in the Products drop-down menu are taken from the distribution list for the particular account.

5. When the order is complete, tap Invoice to create an invoice for the order.

   For more information, see Creating Invoices for Orders and Booking Orders.

6. End the (Retail Order) activity as follows:

   • Go back to the Call Items view.

   • Navigate to the call, and then and select the activity that you want to end.

   • Tap End Activity in the main pane.

   When finished with a particular activity, you typically end the activity. For example, after you create an invoice for the activity, obtain a printout of the activity, and capture a signature for the activity, then you can end the activity.