Sales Order Process
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Converted from Sales Quotes on the Opportunity
Example
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Orders on Project
One Parent Sales Order
6 Fence Posts = $0
2X2 Wood - 6 Foot = $0
2X4 - 4 Foot = $0
Installation Labor = 150 hours
Parent Sales Order Total = $0
Children Sales Orders- One for Each Residence
One Line includes parts and labor
Residence 1 Example:
Item: Home Fence = 4,500.00
Install 2 Posts
Install 40ft of fence
Includes Labor
Residence 2 Example:
Item: Home Fence = 2,500.00
Install 1 Post
Install 10ft of fence
Includes Labor
Ship Parts & Supplies from Warehouse Phase 1
Create Shipment from Parent Sales Order
Post Shipment
Print Packing Slip
Sales Order Related List in Project
Shipment
Invoices
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Phase 1 Parent Sales Order
1st Warehouse Shipment
Includes Posts
Line Item for Labor = Special Order
Will need to setup Purchase Prices
Purchase Order #1
Phase 2 Parent Sales Order
2nd Warehouse Shipment
Includes Other Parts & Supplies
Line Item for Labor = Special Order
Purchase Order #2
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