Promoting A Sales Order
Promotion Button
Right clicking on an order row brings up the action menu that features several action buttons. Within these actions button, is the promotion button that features a yellow icon and a title describing the promotion action. This button is labelled and presented differently across the various tabs on the Transactions Page.
This button will appear disabled (greyed out) if promoting the order is restricted. Hovering over the button will display a note listing the reason for restriction. The note also allows navigating to the issue where it can be resolved. Once all pending reasons for promotion restriction are resolved, the button will be enabled.
Alternately, orders that can be promoted to the next stage will appear green on the Transactions Table and will sport a green button on the right side of the row that can be used to promote the order.
Continue below to learn more about the sales process and sale order promotion flow.
The process of selling an asset to a customer begins with generating a quotation for a customer. A quotation contains all information regarding the customer, assets to be sold, fees and taxes.
Promoting a Quote To An Open Sales Order
When a user approves a quotation, a sales inspection is generated for the asset, and the asset is put into the sale approval status to initiate the sale approval process.
Sale inspections can be accessed and viewed on the Tasks Tab on the Service Page. Learn how to inspect assets here.
Assets pending sale approval require checklist to be filled out and validated. Learn how to validate asset checklists here.
Once the sale inspection has been filled in, saved and marked completed, and asset sale checklists validated and finalized, the sales quote will automatically be promoted to an open sales order, and an invoice will be generated against the sales order.
Closing an Open Sales Order
When a sales quote is promoted to an open sales order, an invoice is generated against the customer. Once the invoice is paid, the sales order can be closed.
To close an Open Order, head to the Sales Page via the Left Navigation Menu and click on the Open Sales Orders Tab. Right click on an order row to bring up the action menu. Promotion Button will appear as below:
Clicking the button will display a prompt to the user, to confirm closing the order. On confirming the prompt, the order will be closed.
The order will be removed from the Open Orders Tab, and will instead be visible in the Closed Orders Tab now.
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