Content Comparison

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• Warranty Sales Order - WSO

• Small Sales Order - SSO

  • Should we call it Part Sales Order?

• Sales Order - SO

  • Should we call it Regular Sales Order?

• What about Yakta’s Sales Orders? Do they need these types?

Sales Order Processes

Warranty Sales Order

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• Dealer

• Salespeople manually enter orders

• Size: Truckload (TL)

• May include the following:

  • One or More Finished Goods

  • Parts

  • Items from a 3rd Party Manufacturer

    • Update Purchasing Type = Special Order

      • Insert a Requisition for a Purchase Order

        https://help.goldfinchcloudsolutions.com/goldfinch/process-a-special-work-order-for-a-sales-order

Out of Stock Inventory for a Sales Order

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• The Warehouse team will NOT insert a requisition for a Purchase Order.

• Instead, the Warehouse team will work with the Purchasing Team and they will insert the requisition.

  • This is preferrable to manually creating a Purchase Order, so the Purchase Order is linked to the Sales Order.

• What about NetStock supply planning?