Sales Orders

Modified on Wed, 1 Apr at 8:05 PM

Sales Order Items allow you to define the line items that form the commercial offer to the customer. These items link back to the proposal structure (modules and stations) and determine how the proposal is presented in financial documents and sales orders.

Sales Order Items Grid

This grid is accessed via the Sales Order Items tab at the proposal level. It uses batch editing.

Grid Columns

Column	Editable	Required	Description
Order	Yes (drag & drop)	—	The display order of the sales item. Use drag-and-drop to reorder rows.
Sales Order	Yes (lookup)	No	Select a sales order from a searchable dropdown. This links the line item to an existing sales order in the ERP system.
Module	Yes (lookup)	No	The module this sales item relates to. Select from the list of modules in the current proposal.
Station	Yes (lookup)	No	The station this sales item relates to. Only shows stations belonging to the selected module.
Text	Yes	No	The line item text/description as it will appear on the sales order.
Amount	Yes	No	The monetary amount for this line item.
Part Number	Yes	No	The part number associated with this sales order item.
Units Ordered	Yes	No	The number of units ordered.
Units Delivered	No	—	The number of units delivered so far.
Item Price	Yes	No	The unit price for this line item.
VAT Code	Yes	No	The VAT code applied to this item.
VAT Rate	No (calculated)	—	The VAT rate percentage based on the selected VAT code.
Item VAT	No (calculated)	—	The VAT amount for this line item.
Net Total	No (calculated)	—	The total excluding VAT.
Gross Total	No (calculated)	—	The total including VAT.
Unit Type	Yes	No	The unit of measure for this item (e.g., Each, Set, Lot).
Planned Delivery Date	Yes	No	The planned date for delivering this line item.
Delivery Date	Yes	No	The actual or confirmed delivery date.
Country of Origin	Yes	No	The country where the goods originate from.
Commodity Code	Yes	No	The commodity/tariff code for customs classification.
Com Code Description	No	—	The description of the commodity code.
Mass	Yes	No	The mass/weight of the item (used for customs documentation).
Notes	Yes	No	Additional notes for this sales order item.
Edited By / Edited On	No	—	Audit fields showing who last modified the row and when.

Summary Row

The grid footer shows the Total Amount across all sales order items.

Adding Sales Order Items

Go to the Sales Order Items tab.
Click Add Row in the grid toolbar.
Select a Sales Order from the dropdown (if applicable).
Select the relevant Module and optionally the Station.
Enter the Text and Amount.
Click Save.

Reordering Items

Sales order items can be reordered using drag and drop:

Click and hold the drag handle on the left side of a row.
Drag the row to its new position.
Release to drop it in place.
The order is automatically saved.

Editing and Deleting

The grid uses batch editing:

Click any editable cell to modify it.
Delete rows by selecting them and pressing the delete key.
Click Save to confirm all changes, or Undo Changes to revert.

Note: Any sales order items not linked to a sales order when the proposal is converted to a project will be linked to an automatically created sales order.