VISION ERP – Training Guide

Create a Sales Order

Usually the SO is created by the salesperson from an Estimate.

In those cases, to create the SO, salesperson only has to check “Sales order”

To create a SO from customer file in NS.

1. Choose “sales Order” from drop down of Customer’s Documents.
2.  Use “Custom Form” DW Sales Order.
3. Fill all information known (if applicable)

1. Enter items being purchased.
2. Save.

Note: Driessen wants all SO to come from the Estimate so creating a Sales order from the dropdown and choose Sales Order almost NEVER happen.

Once Sales order is “Saved” it creates a SO# and goes to the GM as a Reminder that there is a “SO to Approve”.