Sales Order Management

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

• Includes the Following

  • Subassemblies

    • Subassemblies may or may not be in stock already.

    • If in Stock, 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