Service Pack 2 for Sage SalesLogix v7.5 introduces Sales Orders as its own Main view in the Web Client. This is a new feature.

What is a sales order?

A sales order tracks the products purchased by your accounts. Sales orders include information such as the date the sale order was made, the products ordered, the sales order status, and so on. A sales order is independent of an opportunity—in v7.5.2, a sales order is required to be associated to an account instead of an opportunity.

How do I create a sales order?

Create a sales order on the Web in a number of ways:

• From the Menu Bar, click New > Sales Order.
• From the Sales Nav Bar, right-click Sales Order, and then click New Sales Order.
• From the Opportunity Detail view, click the Sales Order tab, and then click the Add button.
• From the Opportunity Detail view, click Add Sales Order from the Common Tasks pane.
• From the Sales Order Detail view, click Copy from the Toolbar.

If you create a sales order from an opportunity, the products included in the opportunity are automatically added to the sales order for you. Otherwise, you need to add the products and quantities manually.

Is multi-currency available?

Yes! If your administrator configures multi-currency, you can view the sales order snapshot in three currencies: 1) Base, 2) Sales Order, and 3) My Currency. Currency defaults use the same settings as opportunities. If your administrator also allows access, you can also change a sales order’s rate at any time before closing the order.

I created a sales order. Now what?

If your company uses an integration product such as Sage SalesLogix ERP Link, sales orders provide a way to automatically pass order information to your accounting system for processing. If installed, ERP Link adds several new Network Client buttons and tabs to help you manage sites (warehouses) and post orders. ERP Link currently supports integration with the Network Client only; however, any orders created in the Web Client also appear in the Network Client’s “Order Details” tab, and SalesLogix/ERP Link can then process them from there. In other words, if you want to use ERP Link to automate front-end processing on the Web with your back-end accounting system, your company must use both the Network and Web installations.

If you do not use ERP Link, you can still use sales orders in the Web and Network Clients as a manual approval and tracking system. From the Sales Order Detail view, copy the Sales Order Snapshot information into an e-mail, and send it to your shipping or accounting teams.

******************************************UPDATE********************************************

Currently, ERP Link does not support SalesLogix v7.5.2. When support is available, it will manage the flow of Sales Orders back and forth between whatever ERP system with which it is connected, for example MAS 500, AccPac, and others. Consult the product release notes for the latest details.