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Create a Sales Order

Step 1: At the Sales Offers screen

  • If there are 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 Create Sales Order screen

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  • General information: Fill in the details of Sales Order name, Order date, Delivery date, Document number, Invoice number, select Salesperson  
  • Customer: choose the customer to send the Sales order

Note: Sales orders will only be sent to the target or customer. Sales orders can only be sent to one customer at the time

  • Products: click + Add products to the sales unit. Adjust the exact quantity and unit price of each product, and discount (if any). ATALINK will automatically calculate the product money.

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  • Promotion products: click + Add product to add promotional products if available

  • Shipping Address: enter your shipping address

  • Billing Address: enter the billing address
  • Terms: Subject to the agreement and negotiation of both parties. The seller will need to enter the correct information about the appropriate shipping terms, payment terms, and payment methods.
  • Note: add notes to increase the detail of the sales order

Step 3: 

  • Click Create to create a sales order. A newly created sales order will be saved as a draft
  • Click Create and Submit to send the sales order to the 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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