Overview
Sales Orders are submitted when a customer decides to place an order for product from us. There are two types of sales orders:
ASAP: These are placed against current available inventory for delivery as soon as possible.
Pre-Order: These are placed in advance of an incoming distribution order from the factory and allow for unlimited quantities of product as there is no inventory constraint.
There are also multiple ways a Sales Order can be created:
Ptarmigan Connect: These are Sales Orders that are automatically generated when customer stock hits a low-stock threshold. These sales orders are typically ASAP orders to minimize stock gaps on local store shelves.
B2B Portal: These are Sales Orders manually generated by customers via the B2B Portal. These can be both ASAP or Pre-Order type orders
Assisted Sales Orders: These are Sales Orders manually generated by staff within OnPtarmigan on behalf of a customer. These can be both ASAP or Pre-Order type orders.
Creating an Assisted Sales Order
Click the "Create Sales Order" shortcut via the "Sales" dashboard
Select the relevant type of order (ASAP or Pre-Order)
Enter the Customer Account — Tax rules will auto-populate
Enter the Shipping Address / Location
Enter the Delivery Date
Select Items & Quantities
Save & Submit Sales Order
