Getting Started

This guide walks you through managing sales orders in the Sales module.

Prerequisites

Before you begin, ensure you have:

• Access credentials provided by your administrator
• Products set up in SimplePIM
• Customer information ready

First Steps

1. Access Sales Orders

Navigate to Sales Orders from the sidebar. This opens the sales order management view where you can:

• View all sales orders
• Create new orders
• Track order status
• Manage order details

2. Understanding the Order List

The sales order list displays:

3. Order Statuses

Orders progress through these statuses:

Creating a Sales Order

Step-by-Step

1. Click Add Order
2. Enter order header:
   • Order Number: Unique identifier
   • Customer: Customer name
   • Order Date: When order placed
   • Delivery Date: Expected delivery
3. Add order lines:
   • Select product
   • Enter quantity
   • Set unit price
   • Optionally set line delivery date
4. Review total amount
5. Save the order

Order Lines

For each product in the order:

Managing Orders

Viewing Order Details

1. Click on an order in the list
2. View complete order information
3. See all order lines
4. Check current status

Updating Status

Progress orders through workflow:

1. Open order details
2. Click status update option
3. Select new status
4. Confirm the change

Next Steps

Once you understand the basics:

• Learn about order details
• Print order labels
• Set up automation for order notifications