Introduction

In the Sales module of Fluentis, sales order management allows you to control and optimize the entire order cycle.
sales orders in Fluentis can be generated manually or from a Quote: a sales order can be created automatically from a previously accepted quote, maintaining consistency between the proposed commercial terms and those confirmed.

Preliminary Configuration of the Module

• Numerations: definition of numbering for orders.
• Sales Order Parameters: specific settings for managing orders.
• Grouping Parameters: configuration for managing groupings for fulfillment procedures.
• Sales Order Types: creation and classification of types of orders.

Alternatively, the Fast Start procedure is available.

Managed Documents

Sales Orders

Allows the creation of a manual order with direct data entry, from customer quotation or from supplier order.

Reports

Customizable layouts for each customer.
Inclusion of all required commercial details.