Watch the video: Quick Look at the Distribution Process in Acumatica CRM From Opportunity to Invoice
“So what we’re going to do today is take an opportunity, turn that into a quote, review that quote with our client, and then we’re going to move that to the sales order distribution – purchasing it, receiving it, shipping it. And then we’re going to take a look at how we can do the same without having (Acumatica) CRM involved. And I think we’re going to be able to show you some mobile signatures, and maybe add an item from the mobile app.
So let’s start it here with a dashboard that we’ve reviewed in the past. What I’m going to do here is kind of take a look at the salesperson dashboard. What’s nice about this salesperson dashboard is the @me functionality for some of this information, for example, “my new leads” or “my opportunities”. So we mentioned we’re going to take a look at opportunities today so I’m going to take a look at what Maxwell Baker has available. And you can see here there’s an opportunity for a new POS system.
And when I open that from the generic inquiry, it’s assigned to our contact, Alice Hobbs from the USA Bartending School. Currently, it’s in a stage of a prospect. This information is typically entered maybe from a phone call, a web contact us page, or possibly even a lead list that turned over to opportunities. There’s also the possibility maybe it came from referrer. So we’re going to kind of talk about some ways to track that and help that as well.
So for this particular one, I’m going to use some of the (Acumatica) 2020R1 new functionality of opening my opportunity, start working on it. You can see here there’s a detail box that pops up asking kind of the reason and the stage. With the 2020R1 release, Acumatica started introducing the workflow, low code- no code functionality into the software, where it becomes very easy for a consultant or a system admin to start modifying workflows and maybe want to start asking different questions here or limit things that can be done.
So for example, I have a stage. And since we’ve worked with this person before, we’re going to go right into the development stage. When I hit okay, you can see here, it automatically opened it, updated the status, but also it changed my buttons up here to what my next action could or should be. So again, with that low code-no code function of that workflow, it brings another level of personalization to a platform for the Acumatica client.
The first thing to kind of look at here is the header level of the opportunity. So we use classes, you’ll see classes throughout the system. Classes are a way to set defaults to the screen that we’re on or a customer’s going into a sales order or an opportunity and have defaults populate.
Another way is to manage different types of opportunities to partner sales, product sales opportunities, service opportunities. We’re going to talk about a product sale in this particular example. The classes, like all classes throughout the system, are customizable. Stages are customizable and can even be specific to the class that’s assigned to it. Another thing that becomes specific to that class is attributes, so I can add a custom field into the attribute area that’s only assigned to the class ID, that I can actually select some additional information that maybe is not captured.
The estimation date is looking for when am I going to be closing that and we can assign some more logic around that. So for example, on that dashboard, we were looking at opportunities that were coming to an end soon or within a certain amount of days.
Up top, I have this marked with a manual amount to kind of show that I could give a value to an opportunity before I really kind of know what the exact item is that the customer has reached out about. So if it came in from a web portal in a POS system, that’s kind of our average baseline model, maybe it’s $1,500 with shipping. That’s kind of where that that amount came from. And that really helps the sales manager kind of see their pipeline for what’s open opportunities, what’s coming down.
Going to the activities tab, very similar to an Outlook or other programs like that, that actually add tasks, events, emails or activities. For example, what I’m going to do is add a phone activity where I’m going to say that I spoke to Alice, and that we discussed the current POS options that we have to offer with Alice and that she requested a quote for one TP6. I’m just going to save and close that. And you’re going to see on here that the activity was added to my activity of the opportunity. But also, it’s connected to me, meaning Maxwell Baker, the owner, it’s going to be related to my business account. And it’s going to be related to my contacts, so different places that I go throughout the system.
Remember the contact screen that we looked at in one of our previous sessions. And I go to activities, you can see now this activity is tagged back to Alice here. The Document Details tab, I’m going to leave blank currently, and we’re going to add those items when we start making a quote. So I’m going to skip over here to the details. If you remember before, we updated the reason code very easily from the new functionality where I didn’t have to go into this tab and update it. Also, there is some source information where you can do an external reference or internal marketing campaigns with Acumatica to kind of do some more tracking on them. With the stages, it ties into some forecasting information where you can assign that by the class again. And specifically, I can change that probability based on the class as well. We’re going to come back to quotes once we create one here, and the contact information is going to pull from the accounts contact that I have assigned here. If there is a need, I can always override that for this particular one. Again, click on this pencil icon up here and modify for a long term update. Let’s turn that back off.
Shipping information. Same thing, it’s going to be pulling in from the location with all the details. It’s going to be allowed override, just like the contact information is. And we’re then going to go over to the attributes. Attributes are kind of touched on when I first came in. They can be specific to that class ID as many as you want. We’re actually going to show later where we can actually use an attribute to become a user defined field on the sales order screen, later in the demo.
Relations. Relations is something that we talked about as well with maybe a referral. So maybe this particular opportunity came in. And we’re going to say that this actually came from possibly even our vendor who produces this product and we can assign it to that contact. Maybe Peter over there is involved in that, just as another tracking capability of that. Another item that you can do is tag a role of maybe a decision maker where they copied on some information or another employee internally, so maybe someone else, part of the sales demo team here, would like to see it too. You can actually have them a related identity and bring them over as an employee record to be tagged and copied on those.
Tax details. Once we start adding some products with a quote and the opportunity, we start pulling in from the customer defaults. If you’re maybe working with a new prospect and I don’t have a business account signed up yet, I can actually use the details to assign that at an opportunity specific level, start getting some quoting information. And one thing I probably should have mentioned that I kind of glazed over there is the business account, the location, the contact are not required fields or opportunities. So if it is coming from a web interface, you may not be capturing that information or deposit it but you want that set up in your system. This will allow you to create that opportunity before you move it into the next stage of maybe making a business prospect.
Discount details, orders and invoices. I’m going to show an example of adding in an automatic discount at a line level. So that’s going to happen on the quote and then also the order and invoices is going to be able to show you any orders or invoices that are attached or generated from this quote to give you that 360 view of your situation. So what I’m going to do here is hit this button and create quote. What we’re doing now is going to create a sales quote. Acumatica also allows you to do project quotes if you’re involved in project accounting. For this example, we’re going to stick with a sales quote. We’re going to make this quote primary. The reason this is primary by default is this is our first quote. If we have maybe a second or third quote, we can decide which one’s primary. And once we decide the primary quote, if we convert that to a sales order, it will carry the data from that but also keep your opportunity up to date from that quote.
I’m just going to hit create and review so that’s going to take us to that screen. Like many screens in Acumatica, it’s going to pull the information over but also give you a new quote number so you know that that system is going to automatically generate one once you save it. Another nice feature about this is I have not created the document until I hit save. So if I wanted to back out of here, it’s gone. There’s no actual record created. There’s no missing document if I had to delete it. I’m going to hit save. And I’m going to actually unmark manual amount because Alice told us that she’s looking for a specific POS.
So what I’m going to do now is add inventory item TP6, which I was able to actually search. Let’s kind of our show that again. By typing POS, it’s searching not only the item inventory ID, it’s also searching description where it’s pointing to the POS terminal as part of the description to find that code. So by adding that item in, you can see here it’s pulling my information over description, and I’m going to add a quantity of one.
So since I added that in there, you can see here it’s actually given me a discount of 10%. For this particular one here, I’m actually going to take the discount out and maybe not offer that right away. So you can see here I put that price back. I’m probably going to add that discount maybe on a secondary POS system or maybe if she purchases more than one, we’ll give a discount there. I’m going to click save. All right, details were all pulled over from my opportunity. Shipping information is the same. Activities are going to be independent, but are going to be related to the opportunity as long as they’re primary and all activities or all quotes assigned to this business account or contact, we’ll be able to view from their profile screen.
Tax details and discount information would pull over if we had that assigned there. Another item that I like to address here the expiration date. So if you have a date, maybe that this quote will expire, you can assign that there. And it will be seen on your email or your printed document. So the next step here, we’re going to kind of pull up here is this action screen. You can see with the automation of the quote and the validations that I’ve placed, send quote, print quote, are not highlighted. The reason that is done is the quote needs to be submitted first. So if I submit this quote, and it meets any criteria, it may pass through. It’s totally customizable what your approval process can be.
But if I had an approval process in place, it would actually require maybe a manager approval to offer a discount or even to alter the sales price that’s been assigned to that customer or that product. So since this particular quote has passed the validation there, it is now prepared. I’m able to print the quote. So here’s my document that’s generated from here. I can actually email individually from this printed document, where it’s going to produce an Acumatica email, pulled in with some information here. I have the ability to hand type some information. If I had a signature assigned to my account, it would pull that in as well, just like Outlook, and it creates the file. The file is then attached to the email that I wanted to send from here.
I’m actually not going to send this document and go back to that sales quote, take a look at another action here, which is send quote. If I use this option, it’s actually taking an action. And it’s going to send the quote through the system automatically by just hitting that button and using the rules that are assigned to that customer or that contact to produce that email and what document’s being sent so maybe I have a specific sales quote document that needs to go to a larger client. I can assign that report to that particular account.
Also, I can say at the account level who the information goes to if I was looking at a sales order or an invoice per se, or maybe someone that’s always getting copied as well on any documents assigned to that account. I’m just going to hit send quote here. You can see here by that action, that actually updates the status to send. So now I know that my quote has been submitted. If I go back to my activities, as I mentioned, it’s going to add that activity there. I can see that it produced the information based on a quote and who it was going to, Dear Alice, and you can see here my quote number.
If I open the document, you’ll see all your information that the system’s tagging to the email itself, and then the file that’s been generated and attached to the email you can see here as well. If I go back to the opportunity that we created this from, one thing is again, you can see that my quota is also seen at the opportunity level. And I do have a warning now that’s giving the user notification that there’s a primary quote submitted and possibly in the hands of the client, so it’s given that warning, so if you modify it. Once I submit that quote and made it primary, you can see it passed the details back to the opportunity, so that it’s up to date with the right amount now to show that pipeline to my sales manager.
Another example that may happen is that Alice may say that I’m interested in getting the 10% discount, I really need a second unit anyway, might as well take advantage of that. I can go to my quote screen here where I have the same options I could print and send quote. I can mark it as primary and that’s going to be useful if I have additional quotes. So for this example here, say that we’re going to do two new POS systems with a 10% discount. My description, I’m going to get my quote. I’m going to assign that here. I’m going to copy some information but I’m also going to recalculate prices and discounts in case I actually change them, which on the earlier example we did. So now we have an example.
We’re going to go to two, which is getting my TP6 discount, 10% off the order. We’re then going to do that same process quick. First I’m going to mark it as primary. So now it’s going to start overriding my opportunity with some information. I’m going to submit the quote, and then I’m going to send this quote again to Alice. To my activities, I now have that new activity available for an email. If I wanted to add some more tasks, maybe I wanted to sign some information as a follow up to myself or I have the task or even if I have an assistant or a colleague that maybe does that particular job to follow up on quotes, I can assign a task to them. There’s a way to use business events so we can actually create tasks based on the creation of a quote maybe 10 days later, have an automatic follow up task to be completed.
I’m going to go back to that opportunity. And if you look up top here, that amount is now updated. My activity is now only showing my quote that’s primary, but I still have visibility to my quote here. 15 and 16, seeing that 16 is my primary quote. So we can update the stages here, maybe we’re kind of in negotiation still a little bit so I can kind of see that from either my dashboard or my generic inquiry, kind of keeping track on what’s going on. And then maybe Alice reaches out and says, “Yeah, I want to move forward with that.” So what I’m going to do here is use that function up top to close it as Won. I’m going to say the reason was price and I’m going to update the stage to Won. So now I have a Won opportunity.
So our next thing is we need to get this order in place, get it purchased and get it shipped to Alice there. So what I’m going to do here is go to the action. I’m going to create a sales order. It will ask me about different order types or what kind of order type I want but I’m just going to kind of leave this alone and just hit okay.
So here, same thing, I have a new order number. So once I hit save, this is going to be an order that’s in my system. I’m not going to change any dates just to prevent any kind of challenges with shipping and trying to ship earlier. I don’t know if that’s going to be requested on today just so that our dates go through right. You can see I brought over my goods. I brought over the right pricing, my discount. What the sales order does is actually introduce some new default that were pulled from the customer. So for example, I have my financial settings, my terms, who the owner of this document is but maybe I have a salesperson so maybe this person here, Steve Church gets 5% commissions based on this particular sale on the settings of Bartender School item. The payment settings right now by default is check. We’re actually going to show you on our secondary quote in order for this is how to run a credit card with authorized net integrator right in the system.
Shipping settings again, pulled by default from the account can be modified on the order. It’s giving the user the common settings that people are looking to have here. And then shipments and payments, we’re going to touch on once we get some of that information in the system. And then the totals, kind of an overview of the calculated quantity of what shipped, payment totals, pre authorized amounts, things like that.
One thing that I wanted to do before we get too far into the sales. I want to go back to that opportunity real quick and show the orders, the order screen is now showing that connected fields or that’s an open status. I’m going to open that from that screen to go back to where we were, and for the inventory item itself, one thing that I wanted to show and I kind of moved past without is taking a look at the stock item screen. Some of the defaults are on that item as well. So you can see on the screen again we have the class. The class is going to show a lot of settings. You can control unit of measures, different country of origin, the tax posting and mock classes can be automatically filled in. Again, all this stuff is stored here editable on a singular level.
Posting class is going to bring down all my GL accounts. This particular example is showing a sales sub account. So you can see some of the information is going to be tagging electronics because it is a computer system. Looking at pricing, saying the last cost of $1,000. I have an MSRP price and then I have a default price depending on what you want to show. I can also do sales prices that are related to a pricing group. So maybe a customer’s assigned to a price group one or a level one or a wholesale or a retail price class. I can do customer specific pricing. And then also I can do a promotion at all the levels that I’m able to have as well.
The warehouse default details right now, we’re just going to pull it into our retail warehouse, which is the default to this item. You can see there’s default receipt to and issue from to help the user with some data entry. I have a preferred vendor. You can also see in this warehouse I have zero quantity on hand. And that’s some of the seasonality and replenishment details that are specific to this warehouse so that I can actually assign different information throughout my warehouse availabilities in the product.
The vendor details is kind of what we saw before. You saw that default vendor assigned to the product, who can have this product bought or purchased from multiple vendors. This particular one has one vendor. It’s also showing a vendor inventory ID so that if we wanted to modify the report that goes to the vendor when I place this order, or the email notification or EDI, whatever information or whatever way you’re getting your information here to your vendors, we can actually show an item number that’s relevant to them. When that’s added, this cross reference is actually created where we can actually do a global cross reference, a barcode information or even a customer part number. So if I wanted my inventory ID to show a different number to specific clients, I can actually store that here with different units of measure when used and also the description as well for that customer or that vendor.
Just hopping back to the vendor details into where I can do some purchasing information to kind of help that team look at lead times, additional lead times, min orders or max orders. And again, you can see if there’s different pricing from different vendors to the last vendor price that was issued to this particular product.
Attributes, very similar to all of our other screens. The one nice thing with the stock items you can see here is I’m actually storing some of the images of the product.
Sales category, so if you get into like an e-commerce situation with maybe a BigCommerce integration, you can actually store the categories. They’ll produce that. There’s another area for attributes where you can store some additional information maybe that’s not out of the box with Acumatica that you want to kind of capture or see what’s happening, possibly maybe on this particular one, I want to know – What is my memory attribute? And I can actually say that those are four gigs. So I want to look at that data a different way from some generic inquiries, or maybe even an operating system of Windows 10.
Packaging, this particular item I have that weighs 25 pounds, and it’s packed by quantity and see that’s packing it separately, so that every time I sell one of these and ship it, it’s going to be one large box. And that if I have two of them, it’s going to break that apart for my shipper. We already talked about the cross reference. Some of the settings that are done, replenishment, so Acumatica allows you to do different classes. You may have a purchasing class or maybe a transfer class if I have a warehouse where I have some storage and I want to transfer that. That will help me produce some information visibility once you start building some data into Acumatica.
The last thing I want to touch here is description. It gives you a little bit of a view of the item itself, maybe again on a web e-commerce information you might have stored here or some sales tools that if someone needs maybe a link, I can even go in here and start playing a YouTube video on that product.
And that’s going to be it on an item itself. If I’m in an item, you can see there are some reporting from inquiries. We can go in and see sales pricings or some allocation details. I also have some actions like update a standard cost if I had one assigned to it, or even change the ID. I like to bring that one up because it’s very useful. If your ID has changed, Acumatica can actually allow you to change that ID so that you don’t have to delete that item or inactivate that and if you want to keep this in mind, just a little tweak that maybe you wanted to change something to look at reporting. You can change that there. And Acumatica is able to see that because it’s using what they call an inventory CD, and the ID is behind the scenes. So that’s not affected by the users experience.
So going back to my sales order, we’re just going to kind of quickly look at the scenario of I’m going to mark this particular item since I have no availability of the item on hand. I’m going to mark it for a PO. By default, it’s saying that I want to purchase it to order so I’m going to link that purchase order back to this document, so that allocates it goes automatically. So you can see here when our next example we’re going to come back to is actually doing a drop ship. So for this example, again, we’re going to go up to actions. This action can actually be done by a processing screen. So depending on your business flow, you may be placing a bunch of orders at once or you can do it on a single level.
So what we’re doing here is create purchase order and bring them into my create purchase order screen. And it’s going to pass my attributes so I’m finding exactly what I need from this particular order. I also have it that this vendor is defaulted, and I’m bringing it into the warehouse that I want the demand to come out of. So I’m just going to process this screen. Since I only have one purchase order being made, it’s going to open that up for me so I can see it. We’re looking here at the purchase order, again all populated from system setup and configuration. With this particular one, when I take that off hold, I have a pending approval. So there’s an approval process in the purchasing side that says that this purchase order needs to be validated by maybe a purchase manager.
And once I save this, there’s some approval details that went out to this user of this workgroup that they have to actually go in and approve it. I do have access to approve it, so I’m just going to do that right on this screen. But there could be a notification that went out to a mobile app that allowed that person to approve from there, or even going to an approval processing screen that they can process multiple approvals in bulk.
So once I have that approved, it goes to the status “Open”. So now, another nice feature that I like to mention that’s not turned on here is actually the print an email. So if this was checked, I’m sorry, not select to don’t email, there would have to be an email of the document to go into that next stage. So it actually helps the user remember that this document has to go to that vendor. And it has to be done in that way to go to an open state to allow the receiver to actually be able to process that. Once I actually take it off hold, approve and email and everything, you can see here everything is locked down. If I wanted to modify this purchase at all, it would have to be put on hold and my approval details will be removed. It’s no longer approved based on the change of the order.
Another feature here as you can see, here’s my sales order that it’s going to allocate to when I bring these goods in. What I’m going to do next is enter the PO receipt from the action, again because the action is going to bring some of the information over for me. One of the features that can be turned on or off is actually create a bill. For this example, I’m going to create the bill with the release of this particular purchase receipt. So what’s happening here is my receiver has the goods. They’re saying they received two pieces. And because my business flow says to create the bill, I’m giving you the vendor reference. Maybe that invoice that we already have, or maybe your vendor has a packing slip number that they referenced on their bills, you can add that there.
Once I save this document, you notice it’s in a balanced state. So this balanced state means that it’s sitting here as a document, but the inventory or the value of that inventory has not been added to my system. Once I click release, the system is going to go in the background and make those GL transactions. It’s going to make your inventory transactions. It’s also be,cause I click that button, it actually made my bill for my AP team. So if I click on this, it’s going to show me that I actually have an open bill for my AP team to actually process that.
Again, that is something that can be turned on or off by configuration. Some other features of the purchasing receipts document is I can process a return by selecting the items and clicking return and I go through that process of returning items to the vendor. I can also add landed costs directly from here so that if I’m actually tracking the cost that was in addition to this particular product being brought in, I can enter the landed cost document here, because I’m going again from the action of the document, it’s going to bring all the information from there to help me set up the information on the document to the right receipt, the right product transactions.
I’m going to say this particular one is just transit transport. By default, it’s going to give me my location. Again, just like the customer side, you can do vendor locations. I can also create a bill if I know that another bill that’s going to happen here and that’s my process or I can leave it open that my AP team can pull the data in into the AP bill itself. Also, one thing to mention is all the vendors have a little checkbox. I think, Stacey mentioned in our last session that you can actually mark as a landed cost vendor, which actually allows the vendor to be seen here so maybe some vendors do both and may give you the goods to charge your freight, you can add them in here as well.
The way the system works is different landed cost codes. So for this particular one, I’m just going to say transport. I’m going to say this cost is $25. Take it off hold, again balanced, nothing’s happened. Once I release, the system’s going to go ahead and take care of all the transactions in the background for me.
All right, so what I’m going to do now, I’m going to kind of go get a new browser here that I’ve actually processed those good. So this is the sales order that we’ve been talking about here. I’m going to go over my allocation. I can see now these goods are allocated with that purchase receipt. So I have visibility of how they allocated here. I’m going to say now this is ready for shipment. For this example today, we’re not going to show quick process but Acumatica does have a quick process feature where you can actually do your shipment, print your documents, create your invoice and release your invoice and email your invoice by hitting one button.
And another feature called device output actually can have your labels or your documents print right to a defaulted printer by clicking that button as well. For this example, I’m just going to actually create the shipment and I’m going to use today’s date in the warehouse that is defaulted to the system. So because I did it from there, brought again all that information right to the shipment and brought over all the goods that could be shipped and saying that I am going to ship them, these connected to the order, flowing over in my shipping settings and it’s going to go UPS ground. My freight price is going to be generated from the freight price of this particular shipment. And then also based on my settings of the item itself, I have my two boxes, one of each.
I go to actions here, I’m going to confirm the shipment. We have this particular demo environment set up to call UPS and actually create tracking numbers. So actually on this one here, you can see here assigned tracking number so to help you with some of your notifications to the user and trackability to your client. It actually attached the label to each line. So there’s my actual UPS label. But if I want it to go to maybe an actions and print labels, I may want another label with some more information that can be customized and personalized for your environment. And there are some labels that can be set to print on different, maybe a printer or a Zebra shipping label printer.
And then again, this can be either done from this screen or a process screen by your AR team. It’s going to process this invoice. You can go ahead and release it. So now I do have documents through the whole cycle that I have the shipment turning into an invoice and when I did that, it actually updated my inventory so that I reduced the inventory but also made all of my GL transactions in the back on as well but I have an open PO.
I’m going to try to move a little quicker. I know we’re running out of time here. I’m going to go this quote real quick. As we mentioned, there’s different ways you can do a quote. I also want to show a couple other features that we didn’t talk about. So that if I was actually coming in from this particular screen, and I’m going to do an order type of a quote, it’s going to give me some, again logic or there’s settings that I can’t alter because it’s really not a sales or it’s more of a quote. But also it’s going to allow me to copy this into a sales order and give visibility back to where this quote came from.
So for this example, this is saying that you didn’t want the CRM package or have that need. You really just need to issue some quotes. So another way besides searching an item or hitting plus here and typing some information is hitting add stock item, another new feature in 2020R1 of Acumatica is actually a matrix item. So if someone had to do different variances or attributes of a product, Acumatica is now introducing that into their system as another module that’s available. For this particular inventory lookup, I want to kind of take a look at Sold Since feature. So you can see, here’s all my Sold Since. And I’m going to get rid of that. And I’m actually going to say, “Show All Items.”, even if there is no availability. So here is that TP6 product that we sold. I’m actually going to click this button and say add and close. And then that product will be added onto the system.
I’m going to save that. So another example where we kind of mentioned we’re going to use some of the mobile app here. It’s going to bring this screen over, log in to my mobile app. I’m going to go to my sales order browser. There’s different filters we can do here, but I’m going to go to my quote. You can see I have my details. And the reason I want to show this is maybe your salesperson is on the road and they have their quota going and then maybe they’re at the place of business that’s going to be ordering it, USA Bartending and the location they’re in to maybe to deliver it at. And they’re taking a look at it. So they may want to add maybe a non-stock item of “training”.
And just maybe one hour of it, and go back there. So now my order is updated by $50 to talk about training. I’m going to save that. And maybe since I’m there, I’m going to ask Alice to sign this document saying that she approves it and see here, I can sign that. Save it. Now, that’s attached, see that it’s there. You can also take photos, which is now saved to that as well. I hit Done. It’s going to save one last time to be safe, and then move this out of the way.
So if I refresh my screen here, take a look and see here, here’s my training, that I was at it. I have my file, I don’t think it’s saved. I did save my uploaded picture just to refresh the screen there. There’s that signature that we added and then also the photo that I took from my phone. You could go ahead and add different photos, and they’re already taken from there. And again, the nice new feature about this version is the upload using your mobile app. So if you’re using a computer, you can use your phone as a camera as well and kind of bring that right back on. I believe we showed that in a different version, or one of our other topics here.
So I’m going to go ahead and go to actions and I’m going to copy of that order. So for this here, I’m actually going to uncheck these boxes, and I’m going to say make a sales order, change those defaults. All right, so I’m going to go ahead and save that because we made that quote from the actual module order type QT, if I go over to my financial details here, you can see here where it originated from is that layer of connection here that I can fill back into that as needed.
One of the other cool features we want to show you here is if you have the ability to have the customize role, you can actually manage your attributes here and add user defined fields right to the screen. So it’s as simple as adding a new attribute. We’re going to say maybe preferred training date.
I have different options here on this. For this one, I’m using the date and the time. I’m going to save and close it. Go back to here, and I’m going to add the user defined field. So now I have a user-defined field that is going to be easily added to my orders so that it’s giving me more.
Maybe if I want to add a training date, they want to make that happen on Friday and this is kind of giving an additional field that I didn’t have any place to put that into my system currently. All right, so what we said here is for the item itself of the POS system, I’m going to mark that for a PO but on this particular one, I’m going to drop ship it, save that. I’m going to go to the same process I did earlier, create a purchase order. I process that.
You can see it’s a different line type here, goods for drop ship. I have that shipping to the customer now and so to my location with that information so that my vendor can see it. I’m going to go through my scenarios here, save. I’m going to enter the PO receipt. This PO receipt’s going to act as my shipment to the client itself. I’m just going to unmark a bill for this particular one. And then I’m going to release this document.
If I go back on my screen to that sales order, you can see now that’s a completed sales order with a shipment.”