- EBMS Knowledge Base
- Sales
- Proposals | Processing Proposals
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Client Resources
-
EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
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- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Creating a Sales Order
A sales order can be created from a proposal after a customer has approved the purchase. This will allocate the inventory needed to complete the order. Review the Inventory > Tracking Counts > Inventory Item Count section of the main manual for more details on allocating inventory. If the optional job costing module has been installed, review the Use Proposals in Job Costing section before proceeding.
Load an existing proposal from the customer tab or from the Sales > Proposals selection of the EBMS menu:
Make any necessary changes to the proposal. Review the following detail line settings to verify that the information is properly copied to the sales order.
Comment lines - Any detail line that does not contain quantities or pricing can be configured to NOT be copied to the sales order. Right-click on the detail line to set the Copy to Sales Order option.
Select the Create Sales Order option from the Process menu of the proposal. The Process > Create Sales Order option is disabled if a job is attached to the proposal and the Apply to Progress Billing switch within the Job Info tab is enabled. Review the Job Costing manual for more details on job costing and proposals.
Enable the Copy Proposal Note To Sales Order option to copy the information found within the proposal Note tab to the sales order note.
Enable the Do not create invoice lines for items that have a zero quantity option if lines within the proposal with zero quantity should be ignored. Note that items with pricing but no quantity will not be copied to the sales order with this option enabled.
The Accept Proposal option should be enabled unless the proposal status should be kept open. Review the Proposal Status Settings section for more details about closing a proposal. Click the Next button. Enter the Acceptance Date and enter the name of the person that approved the proposal into the Accepted By field. Click the Finish button to continue.
The following dialog box will appear if a sales order already exists for the customer:
Select an existing sales order from the list or select the Create a new invoice for this customer option to create a new sales order/invoice. Click the Finish button to create the sales order.
Click Yes to view the sales order or No to continue without viewing the new sales order/invoice.
The content of a sales order can be deleted and the proposal recopied if the content is not correct. The proposal can be re-copied to a new sales order if it is re-opened. Review the Proposal Status Settings section for more details on re-opening a closed proposal.
A sales order can be created from a batch of proposals using the optional Recurring Billing process. Review the Sales > Recurring Billing > Recurring Billing Overview section for more details.
A sales order should not be created from the proposal in some situations if the optional job costing module is installed. Review the Use Proposals in Job Costing for alternative ways to allocate inventory with the job costing module.