Here is where you will learn how to create a Sales Order.
There are multiple ways that a Sales Order (S/O) can be created.
The first is via a channel integration. For any channels set up in DigitBridge with automatic order downloads, any order placed via that channel will automatically be created in DigitBridge and - if there is no issue with available inventory - get sent to the warehouse for fulfillment.
The second is a manual creation. To start, go to Sales Order > S/O Management.
Click Add New.
This takes you to the Sales Order Management screen in Add mode. Enter the Customer, Channel, relevant Dates, Type, etc. Click Show More to see more fields in this section.
The fields in the box below will appear. Input any other fields you'd like. Click Show Less to collapse your view back to the way it was.
Scrolling down, you will see five tabs: Lines, Addresses, Sales Reps, Activity, and Custom Attributes.
Lines
Lines is where you will enter what items are in the S/O using one of two options:
First, you can use the Style Master to add items.
In the Inventory Matrix, enter the Style you are looking for and select a WHSE # (Warehouse). All children Sub-Styles and SKUs will appear, and you can go through and enter the quantity for each item you'd like to add to the S/O. When you are done, click Apply and all of the SKUs will appear on the right-hand side. When you click Close, you'll see everything has been added to the S/O.
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The second option would be to add the items one line at a time. Enter the SKU, press the Tab key, and wait for the rest of the information to populate (Price, etc.). Enter the quantity of items being ordered on this S/O under Order UT. To see more product information, click the plus sign next to the SKU.
This view shows you more details, including an image of the item. Click the minus sign to collapse the row.
If you want to enter a Prepack SKU, there are additional instructions on how to do so here (scroll to Sales Order).
If you want to enter an order for a Case Pack, there are additional instructions on how to do so here.
Notes & Summary
At the very bottom you will see the Notes and Summary sections. Add any notes you want and click Show More to see more fields.
Everything in the box will appear. To collapse your view to what it was before, click Show Less.
Addresses
Addresses tab will show you the primary Shipping and Billing addresses for the customer.
Sales Reps
The Sales Reps tab shows you the sales representatives associated with this customer and their Commission %.
Activity
The Activity tab will show you the lifecycle of the S/O and all related items: Invoice, Shipment, Fulfillment, etc. In Add mode this will be empty because you're starting at the beginning. But when viewing an existing S/O, the related items will show up (Invoice, Shipment, etc.).
Custom Attributes
Custom Attributes is where you can assign pre-set Attributes that were created during onboarding.
Details and Product Sales Sidebar
The details and product sales panel will show you customer and product information.
When you have finished entering in all of the information for this S/O, update the status to ReadyToShip (provided you are in fact ready to fulfill the order) and click Save.
Click Yes.
The Order # will automatically populate.
Note: The Status field is important: when you want to send the order to your warehouse, you will need to update the status to ReadyToShip and Save. This will send the S/O to the WMS Module where you can fulfill it. Until you do this, the S/O will stay in ERP.
Caution: Once the S/O is in the warehouse, you will not be able to make edits to the S/O without abandoning the fulfillment first.
See Related:
How do I view or edit a Sales Order?