In this video, I demonstrate how to efficiently manage sales orders in Digit. I guide you through viewing existing orders, creating new ones, and editing them. I show you how to set up payment terms, shipping details, and customize order items. No specific action is requested from you, just follow along to enhance your sales order management skills.
Video Transcript
0:02
Managing sales orders in Digit is really easy. You can go to the orders tab under sales, view all of your existing sales orders, create new ones, and edit existing.
0:12
If you want to see all of the sales orders you've had over time, you can click on the all button in the table here, or by default, it will show you only the unfilled, unfilled sales orders here in this table.
0:23
To create a new order, you can click on the create order button on the right, and this will open a draft sales order.
0:29
You can select a customer that you would like to create a sales order for, attach a contact, and select payment terms.
0:36
We will be supporting dynamic payment terms here shortly. You can select the shipping and the billing date. You can If they're the same, you can toggle here.
0:43
If they're not, you can untoggle that and select any new addresses that are associated with this particular customer. You can set the order date, set a ship by date for the order level, select any shipping terms that may apply, a carrier, and even put a customer PO number in here as reference.
0:58
You can come in here and select the different items that you'd like to add to the sales order. You can add the different pieces.
1:06
Let's say that they want 25 of each. The default sales price will be brought in automatically along with the default sales unit of measure.
1:14
And if you want to set specific deliver by date, you can dates for each item that might be different than the date listed above.
1:20
You can select those here as well. If you want to add specific notes to the individual line items, you can add those here.
1:27
So here we'll say, remember to, uh, package correctly, because maybe the operator is always wrong. He's messed up the blue for some reason.
1:39
And you can even duplicate an item. If, for example, you want the smartphone case green, to sell maybe five items at a slightly lower price, let's say $2, you can duplicate those and add them here.
1:53
One nice thing to know is you can customize how you want your items to appear by clicking on that little gear icon in the items block.
2:01
And you can click any one of these if you want to show it in the line item level below. In this case, we'll leave it as is.
2:10
If you want to create an order that maybe has already been paid in full, you can set that payment status here.
2:14
You can see the different statuses we have. By default, it's not paid. If you want to add shipping delivery, tax, or any other discounts, you can add those here, as well as internal notes, tags, or custom fields that you might want to track here.
2:29
Once we're done, we'll click create order. We'll see that the status changes automatically Thank you. to unfulfilled from draft, and you can see that it has not been invoiced to the customer.
2:40
Here in the table, you see the order date, the customer. If you put the customer PO number, you can see that here, along with any of these other fields.
2:48
If you add custom fields, you can see those custom fields add as columns to the table, which is a really nice feature.
2:53
And you can click on the sales order number to open that sales order to edit anything that you've seen, uh, in the past.
3:01
In this case, let's click on edit and let's add an internal note. And we'll say that the customer would like this to be wrapped.
3:14
In the new packaging. And we'll click update order. Once that order's been updated, we'll see a couple things. One, we see a little note icon here.
3:23
What's nice is any orders that have notes, instead of clicking into the order to see the note, you can simply hover over the note icon here to see whatever that note is, which is really nice.
3:35
The next thing that you can do, that we'll talk about in another video, is you can now create associated production jobs for the sales order.
3:42
So if you're primarily a linked order, you can create your sales orders, and then from the sales order, you can actually go and make different production jobs.
3:49
To make sure that you have the quantities requested on that order saved in a job going through the production floor in a way that will get it completed on time and in full for you to be able to ship this order by the requested ship date here.