How to send a sales order as a quote
Whether you are processing B2B sales from your online marketplace, or placing goods on backorder from the trading desk, Spenda's Sales Order Management software allows you to send your customer a quote of their order in just a few clicks.
To do this, begin by creating or selecting a draft sales order from your list. You can see the order status in the far-right column on your dashboard.
Once you have selected a draft, you will have the options to:
- Edit or update customer details
- Create an invoice
- Generate a pickslip
- Send as a quote
- Delete the order
In this instance, select the ‘Send as Quote’ button.
You are given two options when sending a quote:
- Totals only: displays the total prices but excludes all line item prices
- Detailed quote: includes all line item prices
Once selected, confirm the customers email address and click ‘Send’. An email containing the quote will be sent straight to your customers inbox.
How to generate an Invoice for a Sales Order
At the time of finalising Packing stage, an invoice will be automatically generated. If you wish to do this earlier in the process, open a Sales Order from the Sales Order Management home screen. From this screen you can either; Delete the order, ...
About Spenda’s Sales Order Management tool
Spenda’s Sales Order Management System is a digital solution and online portal that enables businesses to easily manage pricing, distribution, payments and tracking of shipments. Consolidate orders sold in-store via point of sale, online or by a ...
How to send an order to the picking stage
You can easily manage the entire process of your sales workflow, including the picking stage. To do this, begin by creating an order or selecting a 'Draft' sales order from your list. You can see the order status in the far-right column on your ...
How to view your sales orders
You can access your Spenda account by visiting https://my.spenda.co/ Once logged in, select the module ‘Sales Orders’ under the ‘Selling’ column. On your dashboard you will be able to view all your orders, with the ability to filter via status, ...
How to create a new sales order
To create a new order, click the ‘Create Order’ button at the top right of your dashboard. Use the search bar to assign the order to an existing customer or use the ‘+’ button to create a new customer. If selecting an existing customer, their ...