Creating Sales Orders

A sales order contains the details associated with a job for which you are supplying trucks. It contains your customer's information and destination location details. Creating a sales order is the first step in the dispatch process.

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Creating a Sales Order

You can create and manage all of your sales orders from the DISPATCH screen.

1. Click DISPATCH on the left navigation menu.
2. Click the Sales Orders tab.
3. You can filter existing sales orders by choosing from among the list of filter options.
4. All current sales orders appear below the filters.
5. Click + CREATE to create a new sales order.
   
   
6. Enter a Sales Order # and the phone # for your customer contact. Select start and end dates and times for the sales order, and enter a Description.
7. Select an existing customer from the drop-down list, or create a new one.
8. Select which, if any allowances you wish to include. In general, allowances impact how an order is or isn't auto-completed after their Complete By type has been fulfilled. They are selected by default.
   - After Complete: not applicable
   - After End: if unchecked, the order will be marked as Completed after the specified End time
   - Before Start: not applicable
   - Exceed Quantity: if unchecked, the order will be marked as Completed after the specified Quantity when order is set to Complete by Quantity
   - Exceed Loads: - if unchecked, the order will be marked as Completed after the specified  Loads, for Complete by Load
   - Enforce Target Net Weight - not applicable
9. Enter the Street Address for the sales order. This is the location (e.g., the job site) to which the order will be delivered.
10. Click CREATE SALES ORDER.

Creating a Sales Order Line Item

When you click CREATE SALES ORDER, you will see the following confirmation screen prompting you to create a Sales Order Line Item. A sales order item contains the more granular financial details specific to each product/material that you contracted to haul for your customer. You’ll create dispatch orders from the sales order items you create in Trux.

1. Click EDIT to change the sales order or CLOSE to close the order without adding a Sales Order Item.
2. Click ADD SALES ORDER ITEM to add a product to the newly-created sales order.
   
   
   
   
3. Select or create a product/material Pickup Location
4. Select or create a Product for the Sales Order Item.
5. Enter the quantity, rate and rate unit associated with the item.
6. Click CREATE ITEM when done.

You are now ready to create dispatch orders for the sales order you just created.