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Table of Contents
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  • Warranty Sales Order - WSO

  • Small Sales Order - SSO

  • Sales Order - SO

  • Create a Sales Type field on the Sales Order

    • Yakta will use this field too.

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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

Out of Stock Inventory for a Sales Order

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        • Order

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All SO Sales Order types will require at least one work order.

Insert Requisition for Purchase Order

  • 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?