Can be used to create a new sale but in this explanation I am looking at a client who has given us an order/PO for stock we have made and is in stock at Northstar.

Eg Unfabled send in a PO and on this are single of multiple SKU's in stock at Northstar. We need to create an SO (Sales Order) so that it goes through to Mintsoft and is processed successfully.

CIN7

Sale - Simple Sale.

We may have a preset (in this case 'Unfabled Systemise')

Check details -names, terms (on order or 30 days?), address

in 'Reference' this should be THEIR reference eg their PO which relates to the order they have given us.

(after order is ready and they give us the ASN we also add that detail here before we send the invoice).

Now scroll down to add the products

If products from preset are here remove these.

Use SKU search and add product. Update quantity and CHECK PRICE.

Add the labels Eg Front and Back and the quantity. Eg 1500 units of PL-HSCOLL needs 1500 front added and 1500 backs added. If they free issue add the correctly branded labels.

Now move down to additional charges.

Labelling - Add label application - in example above we would need to add 3000.

Add shipping

1 x pallet £75.00

1 x times pallet £105.00

When ready save using green tick 

Now 'Authorise'

You should now see the #SO-?? number and this has gone through to Mintsoft.

This will sit in CIN7 as an uninvoiced Sales Order until we send the invoice.