When a customer places an order on your e-commerce channel, FF Inventory automatically generates a sales order. To enable this feature, ensure that you have connected your FF Inventory account to the e-commerce channel.
Note: Connecting your accounts allows you to streamline your sales process and eliminate the need for manual order creation. This saves you time and ensures that orders are accurately captured and fulfilled on time.
If you want to create a sales order manually, you can follow the steps below.
Step 1: Go to "Manage Sales" in the navigation bar and select the "Sales Orders" option.
Step 2: Click the "Add New Order" button to create a new Sales Order.
Step 3: Select the Customer name from the dropdown list. You can also click on "+" to add a new customer. Select Tax type in the "Totals are" option. You can also select and change the currency for the transaction.
Step 4: Enter the other details as shown in the image below.
Follow these guidelines while filling in the information.
Ship To - Select the warehouse here. The sales order will be delivered here ultimately.
Bill To - Select the required billing address here.
Email - It will be assigned automatically according to the supplier.
Ship From - If you have multiple warehouses, select the warehouse from which you want to ship your products.
SO Issue Date - The issue date for the sales order.
Expected Date - The tentative date for the stock delivery.
Reference - It should be an additional reference number you are willing to add.
Step 5: You can add the products using the barcode scanner. Enable the "Scan Barcode" option and scan the products. You can also search and add the products using their name or SKU.
Step 6: If you want to add the products in bulk, click on the "Add Items in Bulk" option.
You can filter the products based on their names, SKUs, prices, etc., as per your requirement. Add the products one by one or select the products and click on the "Add Selected" button.
Step 7: If pricelists are assigned to an added product, you can enable the "Override Pricelists" option to select a different pricelist. You can also apply taxes and discounts for each product
Note:
1. If a product has batches, you can select the batch for the product based on its expiry date, as shown below.
2. After adding products to your order, you can select wholesale prices as per your requirement. Enable the "Apply Wholesale Prices" option, and the wholesale prices you have assigned to the products will be selected automatically.
Step 8: If you want to add common taxes and discounts for all the products, enable the "Apply Common Discount" and "Apply Common Tax" options. Select the discounts and taxes from the dropdown list. You can also apply multiple common discounts and taxes to the products as shown in the image below.
Note: You can also set default tax and discount for your orders in the Product Settings.
Step 9: Similarly, as shown in the image below, you can add the shipping charges and apply the discounts and taxes on shipping.
Step 10: You can add some notes in the textbox if you want to. Click the "Save & Close" button to complete the Sales order.
Note: You can click the "Save & Pack All" to complete the sales order and create a package for the order.
Step 11: You have successfully created the sales order. You can "Edit" it if you want, download a "PDF", or "Print" the sales order. You can also "Email" the sales order to your customer.
Step 12: You can also attach images, excel sheets, or documents with your sales order in the "Attachment" section.
Once done, your sales order will get listed successfully on the Sales Page. You can later edit/review/delete it as per the need.