How-to
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 get a sales order ready for delivery or pickup
After packing an order, navigate to the ‘Awaiting Collection’ button in the status selection bar on your dashboard. Select an order to see details and the list of packages ready to be collected or delivered. From this screen you can either print ...
How backorder stock is handled
If a customer places an order containing a product which is currently not in stock, you will be able to place it on backorder to be fulfilled at a later date. During the picking stage, if any products are not picked, they will automatically be placed ...
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, ...
How to send an order to the packing stage
To begin the packing process, an order must have already proceeded through the picking stage. See more on how to pick an order here. On your packing screen, select the packaging type using the drop down and enter the quantity of each line of stock ...
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 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 ...
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 ...
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, ...