Processing Orders

How to use Trade Only VISION to create and customize sales orders.

Step 1: Click on Projects > New Project

VISION - New Project

 

 

 

 

 

 

 

  

  

 

 

 

 

 

 

 

Step 2: Complete the details and select 'Create Sales Order'.

The Subject field is there to help to you easily differentiate between multiple projects for the same customer.

VISION - Build a Sales Order

 


 

 

 

 

 

 

 

 

 

 

  

 

Step 3A: There are three ways to add products to a sales order. The first is to click on the Find Product button.

This launches the product database with detailed search criteria, so if you don't know the product code(s) of the item(s) this is your best option.

VISION - Build a Sales Order

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 3B: The Clipboard is another means of adding products.

Just click on the My Clipboard button to see all of your saved Clipboard products. If you're not sure how to add products to the Clipboard, here's a help sheet.

Sales Orders - Entering products from the Clipboard


 

 

 

 

 

 

 

 

 

 


Step 3C:
 Finally, if you know the product code of the item, you can just key that in.

Just move your cursor next to the small blue arrow icon in the product grid, and start typing in the product code (either Trade Only's or the supplier's own code). VISION will display a list of matching results and you can make your selection from there.

Sales Orders - Entering products via product code look up


 

 

 

 

 

 

 

 

Step 4: If the product has size or color variations, you'll be prompted to specify them.

You can just tab through these fields for speedy entry.

Sales Orders - Customizing Colors and Quantities


 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 5: Your choices will now be displayed in the product grid.

Sales Orders - the product grid


 

 

 

 

 

 

 

 

 

 

 

Step 6: If you've set it up, you can easily add in decorator costs using the Decoration Methods drop down.

Here's a help sheet on Adding Decoration Methods.

Sales Orders - Decorator Methods


 

 

 

 

 

 

 

 

Step 7: You can change cost and sell price, plus margin and tax, directly on the product grid.

Click on the red 'Save' button to commit these changes to the quote or order.

Sales Orders - updating costs


 

 

 

 

 

 

 

 

 

Step 8: Click on to the Design tab to preview the Sales Order.

Here you can make choices about how the information is presented to the customer.

Sales Orders - Design


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 9: Hover over the 'Next' button to see your options.

Send/Share is the option to email the PDF order to your customer.

Sales Orders - Options


 

 

 

 

 

 

 

 

 

 

 

Step 10: Save & Close will take you to the Project Overview screen.

From here you can manage the whole order process, including Purchase Orders and Invoices.

Sales Orders - Project Overview