Sales are what drive your business, so it's no surprise that they're one of the main driving features of FlexiBake. FlexiBake can produce a number of reports, help you plan production and even help you load your deliveries, just to name a few things, all using the sales that you enter in the system.
To enter a new sales order into the system, simply follow the steps below:
- In the Sales Centre, click on the New S.O. button.
- In the Customer field, begin typing a customer name to have FlexiBake auto-complete the nearest match.
- Alternatively, click on the Customer button to bring up a list of all your customers.
- Alternatively, click on the Customer button to bring up a list of all your customers.
- Select a Delivery Date and a Ship Date for the order.
- To add an item to the order, click on the topmost blank line in either the Code or Product Name columns.
- Begin typing to have FlexiBake suggest the nearest match with auto-complete
- Click the arrow to drop-down a list of products
- Or, hit the F2 key to bring up a pop-up that will list all your products along with inventory statistics like On-Hand quantities and Amount scheduled for production. Double click on an item to add it to the sales order.
- In the Qty column add the quantity being ordered.
- Repeat steps 4 and 5 until all desired products have been added to the order.
- Click OK to save and generate a number for the sales order.
Want to discount the order or add a surcharge, please see our tutorial Add a Discount or Surcharge to a Sales Order to learn how.