Sales Orders

Sales Orders

Sales Orders are records of the orders received from your customers. They show such details as part numbers, quantities, and prices; customer names, addresses, and contact information; Terms of Sale; deadlines; and other information relevant to the agreement made between company and customer.

Sales Orders are closely linked to accounting functions; work orders prescribe shop floor production details as recipes.

A Sales Order may include multiple Work Orders for one customer.

• Once all Work Orders on a Sales Order are marked "Complete," and all the Sales Order Line Items (SOLIs) have been invoiced for, the Sales Order will be marked as "Complete".

BOM Items and Sales Order Lines

BOM Items (Bill of Materials) represent the list of parts or assemblies requested by the customer for processing. These BOM Items serve as the foundation for defining the work to be performed. BOM Items are assigned to work order, which specify the process required to complete each item.

Sales Order Line Items (SOLI) are created based on BOM Items to define the pricing and billing associated with each item. Additionally, SOLIs can be created independently of any BOM Items; for example expedite and shipping charges.

• Note: Sales Order Line Items are Invoice Lines. The information entered here is what pulls into your Invoice.

Sales Order Acknowledgement

Sales Order Acknowledgment is an Invoice PDF preview that projects what the final Invoice could look like. It shows an approximate price for the final Invoice (pre-tax) and can be sent to customers before creating an actual Invoice in Steelhead.

Assemblies

Assemblies on the Sales Order page represent grouped components that form a single product. They allow users to combine multiple part numbers into one final part number. When adding an Assembly to a Sales Order, the user is ordering a complete product that consists of various components.

Sales Order Files

Sales Order Files are documents or attachments that can be associated with a sales order in Steelhead. These files can include various types of information related to the sales order, such as purchase order PDFs, customer specifications, or any other relevant documentation. Users can upload and attach these files to the sales order for easy reference and documentation purposes.

Internal Notes

Internal Notes allow users to add private comments or information to a Sales Order. These notes are only visible to internal staff and are not shared with customers. They can be used to record important details, instructions, or reminders related to a Sales Order.

External Notes

External Notes are comments or information added to a Sales Order that is intended to be visible/shared with the customer (visible in the Customer Portal). These notes might include special instructions, delivery details, or any other information that needs to be communicated externally about the order.

Purchase Orders

The Purchase Order section of the Sales Order page refers to the customer's Purchase Order that is linked to the Sales Order. This helps link the customer's internal purchasing system with the Sales Order in Steelhead ensuring proper tracking and documentation of the transaction.