Sales Orders

The Sales Order is a confirmation document sent to the customers before delivering the goods or services.

Vivaio CRM Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the customer for further processing.

While creating an SO, user can select a Quotation and convert all the data in the quotation directly to an open SO, saving him/her time and insuring accuracy.

Master details in addition to Products and Services quoted for will be copied instantly from a quotation into the SO.

After receiving the PO, the customers may request SOs to know the exact date of delivery of the goods or services. Also the inventory/production department looks at the list of Sales Orders to see what needs to be shipped out and when. After the order is shipped and delivered to the customer an invoice is generated from the sales order for billing purposes.

In general, SO contains the SO number, date, line items (products) including the quantities and prices based on the PO, Billing address, Shipping address, and the Terms & Conditions.

 

 

MODULES

  • Users Management
  • Companies & Contacts
  • Leads & Opportunities
  • Quotations & Sales Orders
  • Invoices & Purchase Orders
  • Contracts Management
  • Inventory & Warehouses
  • Tasks Management
  • SMS & Email Campaigns
  • Instant Notifications Suite
  • Communications Module
  • Detailed Activity Log
  • Tailored Reports

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