Add Sales Order

This guide below provides a step by step process for creating a sales order through SupplyStream. Before an order is created through SupplyStream, the delivery address details need to be created. This can be done using the Company Code Creation guide of this wiki. A sales order can be created even when stock is not currently available, but the system will not allow you to create a dispatch request on that sales order until there is stock.

Step 1: To start, go to the "Sales Channels→ Add Sales Order" menu. From here, you can create a sales order. Enter all your sales order details. Mandatory fields are highlighted below. You can click "Save" to save your progress.

Step 2: Now to add the products. Start typing the Product Code in the highlighted box shown below and then select the product from the dropdown.

Enter the quantity you wish to order

Click "Add"

To add further products, simply repeat step 2.

Step 3 (Optional): You can also add Notes and Instructions using the tabs.

Step 4: Once you have add all details to the order, click "Save". "Record successfully added" will show if creation was successful. You can now return to the home screen using .

Creating a Dispatch

Step 5: Now you have created the sales order, the next step is committing the order. Go to the "Sales ChannelsSales OrdersTo Be Committed (tab). If all mandatory details have been provided during the sales order creation, there will be a box available for selection shown below. Once a sales order has been committed, changes can no longer be made. To commit the order, select the box and click "Commit".

Step 6: Next, a Dispatch Request screen will show. You can also get to this screen from "Sales ChannelsAdd Dispatch Request". If stock is available for any lines of the order, a box will be available for selection. Click the + button to see lines of the order.

If a line of an order can only be partially fulfilled, the selection box next to the line will look like , as shown below

If only some lines of the order can be fulfilled, the selection box for the order will look like , as shown below

If all lines of the order can be fulfilled, the selection box will look like , as shown below

Step 7: Once the order has been selected, click "Create Dispatch Request".

Click "OK" to confirm

Step 8: A Dispatch Number will be generated for the order. To confirm the Dispatch Request, click "Confirm". This step will allocate stock to the order.

Click "OK" to confirm

Alternatively, you can also confirm a dispatch request through the Sales OrdersDispatch Requests screen.

If there is no longer stock available, the system will no longer allow you to confirm the dispatch.

Finally, "Confirmed" Dispatches will show in the "Dispatches" tab. For more details on the dispatches report, see this section.