Creating a Sales Order

Create Sales Orders Manually

The administrator(s) must create a sales order after they have received a purchase order (PO) from the customer.

Prerequisites:

• You are an administrator.

• You understand how sales orders work in TIGA. See, Sales Orders Overview.

Post Conditions:

After you follow the tutorials below, TIGA will create a new sales order record. After the sold items have been shipped, the administration team can then invoice the customer. If you create a sales order for a sale made in the U.S, the relevant information in the new sales order record (i.e. shipping address and price) will also be tracked in the Avalara database.

Once you’ve created a sales order, you must add sales order line items. Sales order line items are the components of a sales order that contain details of the corresponding sales items. See also, Sales_Order_Line_Items and Creating a Sales Order Line Item.

To create a sales order:

1. Within the CRM application, click Sales Orders on the table bar.

2. Click the plus sign to create a new sales order.

3. Type or select the correct information in the Create New Sales Orders. See, Sales Orders and Line Items.

4. Click Create in the lower-right corner of the Create New Sales Orders window.

Create Sales Orders Automatically

Prerequisites:

• You understand how sales orders work in TIGA. See, Sales Orders Overview.

• You have created a customer quote in the Quote table and you have received a purchase order from the customer.

1. Within the CRM application, click Quote on the table bar.

2. Click a quote record in the Quote main table.

3. On the Actions menu, click Receive PO (Create Sales Order).

4. Locate the customer PO, and then click Open.

5. TIGA will automatically create a sales order for your selected quote. The sales order record can be found in the Sales Orders table.