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Create a Sales Order

Step 1: At the Sales Offers screen

  • If there is no Sales Offers being shown, tap on Create Sales Order

  • Otherwise, tap on the + at the top right corner of the screen to create a new Sales Offer

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Step 2: At the Select Product screen

  • In MY PRODUCT CATALOG section:

    • This section will be shown the list of products that you have added to the product to the catalog. To get how to manage the products catalog, please click here.

    • Tap on the + below the section to add non-catalog products. If you cannot find out the product on ATALINK, please input the information on this screen.

      • Tap on Finish to complete

      • Tap on Add Another Item to add more non-catalog product

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  • In ATALINK PRODUCTS section:

    • Filter products by categories. As a default, ATALINK shows products by all categories. You can tap on All Categories drop-down-list and select a category that you'd like to filter products by.

    • Search products by Product Name, SKU over thousands of products already available on the platform. In case you can't find a product, please contact ATALINK Support team for assistance

  • Tap on the + next to the product to add to the Shopping cart. Note: The number of products added in a Purchase Order is unlimited.

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  • Tap on the Shopping cart to view Selected Products

  • Tap on Done to the next screen

Step 3: Provide information about the Sales Order, including:

  • General Information:

    • Sales Order Title

    • Currency

    • Delivery Date

    • Salesperson

  • Products

    • Amount (of products)

    • UOM

    • Unit Price

    • You can tap on the icon + to add more products or tap icon X next to a product's name to remove it from your order.

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  • Customer: Select customer to send Sales Order

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  • Shipping Address:

    • You can edit, remove the default shipping address or add new shipping address by following these instructions:

    • Add new shipping address: Tap on + Create a new address and fill the new address you want to add. Then, tap Save to finish. If you want to set an address as the default shipping address, tap on icon … of that address and choose Set Default Address.

    • Edit, remove address: Tap on icon … of an address and choose Edit or Delete.

  • Billing Address:

    • You can edit, remove the default billing address or add new billing address by following these instructions:

    • Add new billing address: Tap on + Create a new address and fill the new address you want to add. Then, tap Save to finish. If you want to set an address as default billing address, tap on icon … of that address and choose Set Default Address.

    • Edit, remove address: Tap on icon … of an address and choose Edit or Delete.

  • Terms:

    • Shipping Terms

    • Payment Terms

    • Payment Methods

  • Note

  • Summary:

    • Discount (% or amount)

    • Tax (%)

    • Shipping Fee

    • ATALINK will automatically calculate the Grand Total of your order.

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Step 4: Tap Create to finish. Your Sales Order will be saved as a Draft first, this allows you to review and update your order before you send it to your customer. 

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Step 1: To create a new Sales Order, you Click Create button

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Step 2: Please complete the information including:

  • Enter SO title
  • Status
  • Document No
  • Currency
  • Salesperson
  • Order Date
  • Delivery date

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Step 3: Select product

  • Click Add Items to add product

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  • Select product by category:

    • My product catalog: This list will display the products you have added to my product catalog. You view guidelines for adding products here. There are 2 options to search product:
      • Option 1: Enter “Product Name, SKU, ...” and Click mceclip1.png icon to search product that you need to find
      • Option 2: Filter by
        • Product Category: Filter by the list of your company product
        • Atalink Category: Filter by the list of ATALINK product category (My products are sorted by the standardized catalog of ATALINK)
          • Click mceclip2.pngicon to add the product to your cart

          • To remove the product from your cart: Click mceclip6.png icon at the selected product or mceclip7.png

            Icon at that product in your cart

    • ATALINK Catalog: Search, select product by ATALINK category

      • Option 1: Enter “Product Name, SKU, ...” and Click mceclip0.png  icon to search product that you need to find

      • Option 2: Filter and select product by ATALINK category

      • Click mceclip3.pngicon to add the product to your cart

      • To remove the product from your cart: Click mceclip5.pngIcon at the selected product ormceclip8.png

        Icon at that product in your cart

    • New product: If you cannot find out the product on ATALINK, please input information about it.

      • Enter information
        • Product Name
        • Quantity
        • UOM
        • Unit Price
        • Remark
      • Click Add Another item to add the new product and enter information 
  • Click OK button to get to the next step or Click Cancel button to exit the add product screen

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  • Select Yes or No to show manufacturing date and expiry date of all product
  • Add product detail
    • UOM
    • Order Quantity
    • Unit Price
    • Set up discounts for a product
      • Click Discount
      • Choose percentage discount or the amount of discount
      • Enter percentage discount or the amount of discount

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  • Click Add Promotional Items to add promotional products to customers. How to add products similar to the above but default promotional products are free.

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Step 4: Select customer

  • Click Select Customer

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  • You can select a customer by one of the following options:
    • My Customer: This list will display the customers that your company has validated the relationship. You can view the guidelines for adding and validate customers here. There are 2 options to select customer
      • Search customer by customer name or tax code
      • Filter by the list of your company customer
    • All Companies on ATALINK: There are 3 options to select customer
      • Search customer by customer name or tax code
      • Filter by locations and categories
      • Select customer on an entire the list of ATALINK customer
    • Click Customer Name to select customer
    • Note:
      • SO will only sent to Prospects or Customers. You can view the guidelines for Customers Management Feature here.
      • SO will only sent to a customer in a SO
      • For each company, there will be a default Shipping Address and Payment Address 

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Step 5: Shipping Terms, Payment Terms, and Payment Methods will enter corrected with information your company and vendor negotiated

Note: Enter a note to increase the detail of the SO.

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 Step 6: Summary

  • If the SO have a discount by percentage discount or discount amount, select one of the two options to enter information, the system will automatically calculate the remaining information.
  • Tax (%): The system automatically recommends tax of 10%, please enter if there is a change
  • Shipping Fee: Enter the shipping fee for the SO exactly
  • Grand total: The system automatically calculates grand total, please check Tax, shipping fee, discount and unit price

mceclip11.png Step 7:

    • Click Create button to save the SO with the status Draft
    • Click Create and Submit button to save and sent the SO to customers. The SO save with the status Submitted
    • Click Cancel to cancel the SO

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