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Sales Order Types

These sales order types have already been defined for the YAKTA Processes. No additional configuration is needed.

Warranty Sales Order

  • From Dealers

  • Salespeople manually enter orders

  • Size: Parcel

  • Includes the Following

    • Subassemblies

      • May need to create Work Order if there no inventory exists.

    • Parts

    • Obsolete parts

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

Out of Stock Inventory for a Sales Order

Insert Requisition for Work Order

  • 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.

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