Sales Orders

Sales Orders in CO3 Nucleus: create, manage and convert sales orders with confidence. This 30-minute training video walks you through the complete Sales Order workflow, from capturing a customer order to invoicing, stock issuing and New Deal processing. 00:00 Introduction to Sales Orders in CO3 Nucleus 00:15 What a Sales Order is and when to use it 00:29 Open the Sales Orders screen 00:56 Sales Order functions and processing options 01:19 How to create a new Sales Order 01:47 Add customer, billing, and contact details 03:27 Complete commercial, salesperson, currency, and address details 04:35 Add related references to a Sales Order 05:39 Add items, quantities, pricing, and departments 07:03 Check stock availability and alternate parts 07:45 Delete line items and save the Sales Order 08:31 Edit, delete, or view an existing Sales Order 10:01 Convert a Sales Order to a Sales Invoice 11:31 Review and update the generated invoice 12:09 Print invoices and post to the financial system 12:57 Issue stock from Part Requests 15:31 Add Sales Order items to a linked Work Order 16:51 Convert a Sales Order to a New Deal Sale or Rental 17:55 Create a New Deal Sale 19:49 Create a New Deal Rental 21:33 View and manage the New Deal Call 22:31 Convert a Sales Order to a New Deal Project 22:57 Create a New Deal Project Sale 25:28 Create a New Deal Project Rental 28:09 View and manage the New Deal Project 28:55 Print a Sales Order 29:28 Print a Proforma Invoice 30:00 Businesses make better decisions with CO3 Nucelus