Copy Sales Documents

Each sales document in the sales process can be created directly from the preceding documents comprising the document flow. For instance, you can create a delivery from a sales quotation or a sales order. Codejig ERP copies all the relevant information from the sales quotation or sales order and transfers it to the delivery. Fields of the delivery document will be populated from the sales quotation or sales order fields.  

Use Case
 
Your sales manager issues a sales quotation to a customer. After reviewing it, the customer accepts the sales quotation and decides to order the quoted items. The sales manager converts the sales quotation into a sales order.
 
To create a sales order from a sales quotation
 
1. On the Codejig ERP Main menu, click the Sales tab, and then click Sales quotation.
 
A listing page of the Sales quotation document opens.
 
2. On the listing page of the Sales quotation document, click the Copy (pic) button beside the sales quotation based on which you want to generate the sales order.
 
3.From the list of sales documents (into which you can convert the sales quotation), select Sales order.
 
OR
  • From the list of created quotations, select and open a sales quotation based on which you want to create a sales order.  Then click the Copy (picture) button on the toolbar, and then select Sales order.
Note: Two approaches presented above are based on the standard copying functions implemented in Codejig ERP, in particular, they are based on the Create function.Through the use of the standard copying functions, you can create multiple documents based on one sales process document. However, only the first document created will continue the original sales process following the document with reference to which it was created. All other documents, will not explicitly refer to the base document and will form other sales process flows in which they will be treated as the base documents commencing the process. 
 
OR
  • On the Documents flow line at the top of the opened sales quotation, click +Sales order. 
     
    The Documents flow represents typical subsequent stages of the sales process. For more information about the Document flow line, see Document Flow Line. 
As a result, a new sales order is created based on the sales quotation. The system has copied data from the sales quotation and transferred it to the sales order. 
 
Note: Using the Document flow line, you cannot create several documents based on one sales process document. Only one document can be created from the specific document, and this document will continue the flow. Even if you create documents using the standard copying functions and not the Document flow line, such documents will also be displayed in the line representing the flow formed for a specific base document. However, the line will not display all documents created based on specific sales process document. Only the first higher-level document created will be shown in the line.  
 
After creating the sales order, the sales manager can create subsequent documents in the sales process flow similarly.  If the sales manager was not compelled by company policy to create the sales order or the sales order had no modifications compared with the sales quotation, the manager could have created the delivery from the sales quotation. 
 
Consult the table below to learn what documents can be created from each sales document.
 

From

To

Sales Quotation

Sales order

Delivery

Invoice

Sales Order

Delivery

Invoice

Purchase order

Delivery

Invoice

Invoice

Receive payment

Credit note
 
 
More information
Copy Data
Clone Sales Documents
Create Sales Process Documents