Sales Orders - SKY Order

All Sales Orders are displayed including the Ticket #, Date, Customer, Location, and Status.

Note: Sales Orders must be enabled in SKY Admin before they can be viewed in SKY Order.

Select the Ellipsis icon for any Sales Order to View PDF, Download PDF, or choose Delete to permanently remove that Sales Order. Once deleted, the Sales Order cannot be recovered.

For Sales Order Contracts, a Download Contract option is available under the Ellipsis.

Add a Sales Order

Sales Orders can be added by selecting + Add Order at the bottom right corner of the page then choosing + New as Sales Order. 

Use the navigation on the left to move to different sections of the Sales Order.

Sales Order

Location

1. Select the Location for the Sales Order.
   

Customer or Field

2. Under Customer or Field, choose + Add Customer or + Add Field. A grid of Customers (or Fields) displays. Use the Search field to find the specific Customer or scroll through the list. A maximum of eight Customers may be added to a Sales Order.
   
3. The button next to the Search bar is enabled after selecting the Customer(s). The number in the top right indicates how many Customers are currently checked. Selecting the button filters the grid to show only the selected Customers.
4. The Filters button to the far right of the Search bar can be used to narrow down the list of Customers.
   
5. Once the Customers are selected, choose the X to close the grid.
6. A Ship To can optionally be added if applicable.
   

Order Details

7. The Order Number will default once the Location has been selected.
8. The Salesperson defaults as the Salesperson selected on the User profile in SKY Admin but can be adjusted.
9. The Order Date automatically displays today's date but can be modified if needed.
   
10. Indicate the Estimated Delivery Date.
11. Choose the Type from the drop-down - Pickup, Deliver, or Booking.
12. Optionally select a Payment Term and/or a Sales Order Contract for this Sales Order from the respective drop-downs.
    Note: Items available under the Sales Order Contract drop-down are first set up at Accounting / Setup / Preferences on the A/R tab by selecting Design Booking Contracts.
13. The Start, End, and Expiration Dates are optional entries.
14. Select the Status drop-down to choose Offered, Approved, or Declined. This will sync with Windows Agvance.
15. If applicable, enter the Check Number. This is limited to 10 characters.
16. The Payment Date is an optional field.

Products

17. Select + Add Product.
18. A grid of Products displays. Use the Search field to find the appropriate Product(s) or scroll through the list.
    
19. The button next to the Search bar is enabled after selecting the Product(s). The number in the top right indicates how many Products are currently checked. Selecting the button filters the grid to show only the selected Products.
20. The Filters button to the far right of the Search bar can be used to narrow down the list of Products.
    
21. Once the Products are selected, choose the X to close the grid.
22. In the Products section of the Sales Order, indicate the Quantity for each Product.
    
23. Products can be reordered by selecting the grid of dots on the left and dragging to the appropriate position.
24. Choose + Duplicate to add another line of that Product.
25. The Trash Can can be selected to remove a Product line.

Pricing

26. In the Pricing section, indicate the Price ($) / Unit for each Product.
    

Notes

27. Additional Comments can be entered in the Notes section.
    Note: A maximum of 240 characters are allowed in this field.
    
28. After Notes are entered, Create Order can be selected but additional options are available on the Additional Info and Discounts tabs.

Additional Info and Discounts Tabs

Additional Info

Optionally enter a Customer PO #, Control Number, and/or Territory.

Discounts

Discounts already set up in Agvance display on this tab. A maximum of five pricing discounts can be applied to a Sales Order. 

1. Check any of the applicable discounts and select Add Discounts.
   
2. An Active Discounts section displays to indicate the Rate for the Discount. To remove the Discount, select the Trash Can.
   
3. Once all of this information is added, choose Create Order.