Create an Order from a Proposal

If a proposal is accepted and an order results, you should create the order from the proposal form. This method automatically populates the equipment list for you and also associates the order with the successful proposal in the system. To create the order:

1)  Go to the proposal.

·      Go to the Account View, click on the Sales tab, and click on the Proposals sub-tab or scroll to the Proposals section if the ALL sub-tab is activated.

·      OR Select Proposal by ID or Proposal by Company Name in the Quick Search field, enter a value, and click on Go.
See Find a Proposal for more details.

2)  Click on the ID# of the proposal. The proposal form opens.

3)  Click on PlaceOrder. The order detail form opens with account name, shipping address, maintenance, lease, equipment, pricing, and target profit fields populated from the proposal.

4)  Enter data in the fields of the upper part of the form (Transaction Section). Not all fields will be relevant. Fields populated from the proposal can be changed. See the table of field descriptions. (Type of Sale is required.)

5)  In the bottom portion of the form:

·      Make any changes that are needed to the equipment list, pricing adjustments, or profit margin.

·      Enter the Sales Commission information. Commissions may be split with another Rep.

·      Under the Equipment for Pick-up or Relocation, enter the model, serial, and/or asset tag numbers of any equipment that the installers must remove or move. Select either Pickup or Move.

·      Add any additional instructions in the scrollable text fields at the bottom.

See the table of field descriptions for more information on these fields.

6)  Click on Save. The order form will be redisplayed with an ID# and additional action buttons at the top.

7)  If there are multiple primary items in the Equipment List and some items go to different delivery locations than the shipping address (e.g. floor, building, etc.), click on the Configuration/Delivery button (located under the equipment list).
This button opens a page that allows you to change the delivery options for each primary piece of equipment. (Accessories associated with the primary equipment will go with it.) The fields are initially populated with the data from the order detail form.
This information is used in the delivery documents.

·      For equipment that should go to a different delivery location than the order’s shipping address, go to the section that identifies that equipment

·      Select Manual Entry in the Shipping field. (For equipment that will go to the shipping address shown on the main form, leave this field as Same as Order.)

·      Change the data as needed. See the table of field descriptions.

·      Click Save. You will go back to the order detail form.

8)  If you want to attach an external document to the order, click on the Attach button. See Attaching a File to an Order for more information.

9)  If the order is to be completed at this time, see Complete an Order.
If the order is pending, exit out of the form by clicking on the pathbar.