| Table of Contents | ||
|---|---|---|
|
Sales Order Configuration
These sales order types have already been defined for the YAKTA Processes:
Warranty Sales Order - WSO (will not be sent to NetStock)
Small Sales Order - SSO
Sales Order - SO (Default)
Sales Order Processes
Warranty Sales Order
From Dealers
Size: Parcel
Salespeople manually enter orders
https://help.goldfinchcloudsolutions.com/goldfinch/create-a-sales-orderIncludes the Following
Subassemblies
Subassemblies may or may not be in stock already.
If in Stock
Update, use Purchasing Type = Inventory, to allocate inventory.
If no inventory exists, create Work Order
Update Purchasing Type = Special Order
Insert a Requisition for a Purchase Order
Parts
Obsolete parts
Where do these come from?
Small Sales Order
Salespeople manually enter orders
Size: Parcel
Includes the Following
Parts
Sales Order
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
...
a
...
Insert Requisition for Work Order
...
All SO Sales Order types will require at least one work order.
...
Requisition for
...
- 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.