(Remember, the product number must be a unique value in the products sheet.)Ĭategory: multiple selections can be made Sales products must be selected for this record to show in this sheet. Product No.: the serial number automatically generated by the system if you’d like to use your own product number, you can modify this field after the data is saved. If you want to create your product data by importing from your own Excel or CSV file, remember to select the " Fill in default field values" option in the advanced settings for the import (the Category will default to Sales products).ĭescription of adding information to and general fields of the Products (SO) sheet: If you add a product directly to the Products (SO) sheet, the item will be automatically categorized as Sales products! That way the data will be displayed on the Products (SO) sheet. Please note that when you add data into the Inventory or Products (PO) sheets, choose Sales products as the Category. In other words, when you add a new item to the Products (SO) sheet, the item will also appear in the Inventory and Products (PO) sheets. The sheets Products (SO), the Inventory Management template's Inventory and the Products (PO) are multiple versions they share the same data source. (For example, a product may have three prices so there will be one record for the product information and three records for the product's prices.) One level is the products, which revolves around the products the other is the Pricelist, which revolves around the prices of the products. The products in the Sales Order template are divided into two levels. Products (SO) and Pricelist →( Accounts) → Sales Order → Delivery Note → (Stock Out) The data should be added in the following order: There are a total of five sheets, two product sheets (Products and Pricelist), one account sheet, and two sheets (Sales Orders and Delivery Notes) that manage the sales process. The Sales Order Management template is mainly used for managing customer data, product (pricing) data, and the shipping process after the customer places an order. Please see the details below for the usage process of the Sales Order Management template. All procedures related to purchase orders can be completed directly within the database. If needed, Ragic also provides the feature to automatically send email notifications to customers. In the database, you can not only filter and confirm the status of the orders at any time but also convert sales orders into delivery notes directly to save the time wasted on manually entering delivery note information. The linking relationship between sheets has been designed so that you can choose the account and products (pricing) directly when creating a sales order. With Ragic's Sales Order Management template, effectively manage data of your accounts, product (pricing), and sales orders. If you’re already a Ragic user, find the purchasing, sales, and inventory module under the Template Suites category in the Install Templates and download it. If you don’t have a Ragic account, click here to install the Sales Order Management template or click here to install the full templates of Sales Order Management, Purchasing, and Inventory Management. If you only need the functions of one of these, it can be installed separately as well. Our Sales Order, Purchasing, and Inventory Management template is comprised of three separate templates - Sales Order Management, Purchasing, and Inventory Management. If you’re looking for a flexible application that can accommodate your industry and workflow, try Ragic’s Sales Order, Purchasing, and Inventory Management templates. Also, it’ll be hard to make adjustments if you have someone else develop one for you. Maybe you’re currently looking for flexible database software, but those available on the market are too complex and may not meet your needs. Sales Order, Purchasing, and Inventory templates - Sales Order ManagementĪre you still using Excel to manage your purchasing and inventory data? If so, are the formulas constantly giving you errors? Are all the unorganized files slowing you down?
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