Three different types of DEAR inventory sales orders can be created from within a Salpo CRM Opportunity.
Authorised quote - A sales quote can be generated as a prospective buyer enquiry. This will be an estimated cost of goods and/or services. Products will not be allocated to the Opportunity from the inventory. The quote will be authorised at the time of creating.
Authorised order - Sales orders are generated when the sales quote is approved and accepted. Stock will be allocated from the inventory accordingly and/or will backorder stocks when necessary.
Authorised Invoice - Once a sales order is authorised a sales invoice is generated. Although the invoice generated from Salpo CRM does not generate as an authorised invoice, the pick, pack & ship fields in DEAR Systems will be mapped accordingly. The invoice generated from Salpo CRM Opportunity should be authorised from the DEAR Systems platform.
To create a sales order from an Opportunity, go to the Opportunity's profile page and click on the drop-down. Select Create order.
Sales orders can only be created if:
- The primary contact (the customer) added against the Opportunity in Salpo CRM is a synced and listed Customer type contact in DEAR Systems.
- The Opportunity is connected to a product/s imported from the DEAR inventory.
Note: See submitting a sales order and how to create Opportunities for additional information.