Creating sales orders

As an account manager you create sales orders to implement the fulfillment process for the items that are part of contract order commitments. You create sales orders as part of the scheduling and billing process for recurring costs.

1. Log in to Order Hub and select Dashboards > Account.
2. From the Account section, from the drop-down menu, select the account for which you want to create the sales order.
3. To create a new sales order, click the flyout menu icon and select Contract orders.
4. In the Active table, locate the contract order number that you want to create the sales order for, click the overflow menu icon, and select Create sales order. You see the create sales order wizard with the contact and billing information that is prefilled from the contract order.
5. Click Expected delivery date, select the date that you want to receive the items, and click Next.
6. Select and add items to the sales order by clicking Add order lines. You see a list of the items that are part of the contract order.
7. Select and then add items to the sales order by clicking Add.

Adding multiple items to the sales order

1. Click Add order lines > Add multiple lines. You can search for items by using two different views.
   • If you know the group that includes the items that you want to add to the sales order, select the group (tag) view icon. You see the list of items that are broken out into different group tabs. Select the tab that represents the group of items that you want to add to the sales order.
   • If you don't know the group that the items are a part of, or if the items exist in different groups, select the list view icon.
2. Click the search icon.
3. Enter the search criteria to use to locate the items that you want to add to the sales order. For more information on how to search for items, see Filtering and searching data.
4. Check the checkboxes of the items that you want to add to the sales order. You see the items move under the Selected products section.
5. Continue to search for and select items that you want to add to the sales order.
6. When you are satisfied with the list of items that you select, click Add.

Adding a single item to the sales order

1. Click Add order lines > Add single line. A new line is available for you to enter the data for the sales order.
2. If you know the SKU number of the product that you want to add to the sales order, begin entering the SKU number. If your entry matches a product, the order line details are automatically displayed. When you can see your item in the sales order list, click Next.
3. To search for a specific item, click the search icon.
4. Enter the search criteria to use to locate the item that you want to add to the sales order. For more information on how to search for items, see Filtering and searching data.
   Note: If the item is part of a bundle but listed separately in the contract order, you can add it to the sales order as a single item.
5. Check the checkbox of the item that you want to add to the sales order. The item is displayed in the Selected products section.
6. Continue to search and select items that you want to add to the sales order.
7. Then, click Add.

8. Click Save.
9. Optional: Select and associate services with the sales order line items.

You can associate two types of services with a sales order: provided services and delivery services. Provided services are enhancements that add value to the core item, while delivery services manage transportation and fulfillment. If services are available for an item, icons appear in the line item.

• People icon = Provided services.
• People icon with a plus sign = Provided services are available to associate with a line item.
• Truck icon = Delivery services.
• Truck icon with a plus sign = Delivery services are available to associate with a line item.

Associating a provided service

1. Click a people icon with a plus sign for a line item.
2. In the Associate service request modal, select one or more provided services.
3. Click Save.

The associated provided services appear in the Service requests table. The icon updates to the people icon without a plus sign, indicating that the service is now associated. To remove the associated service from the line item, click the people icon.

Associating a delivery service

1. Click a truck icon with a plus sign for a line item.
2. In the Associate delivery request modal, select a delivery service.
3. Click Save.

Note: You can associate a single delivery service with multiple line items. Select the items that you want to include and click Associate delivery request. From the Associate delivery request modal, select a delivery service that is applicable to all line items and click Save.

The associated delivery service appears in a the Delivery requests table. The icon updates to a truck icon with no plus sign, indicating that the delivery service is now associated. To remove the associated service from the line item, click the truck icon.

10. Enter the quantity for each line item that you want to add to your sales order and then click Confirm.