Xcitium Platform

Subject

Specify a name of the sales order. This field is mandatory.

Opportunity Name

Select the opportunity related to the quote.

• Click the search icon to select from a list of existing organizations

• Create a new opportunity by clicking the '+' icon

Customer No

Enter the unique number used to identify the customer .

Quote Name

Select the quote name for which you are creating and tracking sales order.

• Click the search icon to select from a list of existing contacts

• Type first few letters of the quote name and select from the drop down

Purchase Order

Enter the associated purchase order received.

Contact Name

Specify the contact for whom the quote was created (optional).

• Click the search icon to select from a list of existing contacts

• Create a new contact by clicking the '+' icon

Due Date

Select the due date for the sales order.

Carrier

Select the name of the shipping company.

Pending

Enter the pending items to be shipped.

Excise Duty

Duty rate for the shipment.

Organization Name

The customer company that the quote is for (mandatory field).

• Click the search icon to select from a list of existing organizations

• Create a new organization by clicking the '+' icon

Assigned To

Select the staff member responsible for the sales order. This can often be the same member of staff responsible for the quote, opportunity or organization related to the quote. This field is mandatory.

Enable Recurring

Allows users to use a Sales Order as template and generate Invoice from that SO regularly based on some frequency.

Frequency

Select the frequency of invoice recurrence from the drop-down:

• Daily

• Weekly

• Monthly

• Quarterly

• Yearly

Start Period

Specify the date when the recurring invoice information will be started.

End Period

Specify the date when the recurring invoice information will be stopped.

Payment Duration

Choose the recurring payment duration from the drop down:

• Net 30 days

• Net 45 days

• Net 60 days

Invoice Status

Select the status of the recurring invoice from the drop-down:

• Auto Created

• Created

• Cancel

• Approve

• Sent

• Credit Invoice

• Paid

Copy Billing Address from

Choose whether to copy the billing address from the organization, contact or shipping address.

Copy Shipping Address

Choose whether to copy the shipping address from the organization, contact or billing address.

Billing Address

Billing address of the target organization.

Shipping Address

Shipping address of the target organization.

Description

Enter a description of the sales order for the target organization. This will be visible in the final sales order.

Currency

Choose the currency specified in the sales order. The currency is specified in the 'Grand Total' row of a sales order pdf.

Note: CRM currencies are defined in the settings interface. Click the cog icon at top right to open the settings interface.

Tax Mode

Choose whether to apply group or individual product taxes.

• Group: Applies the tax rate defined in CRM settings to all products. The 'Tax' link will be displayed allowing you to edit the individual tax rate defined for the product.

• Individual: Applies individual tax rates for each product. Product tax rates can be defined in each product's details page.

Tools

You can perform two actions using tools

•   - Delete the item

•   - Re-position the item to organize them in a specific order.

Quantity

Number of items in stock.

List Price

There are three ways to populate the list price:

• Simply choose an item in the 'Item Name Field'. The list price will be auto-populated if a price has been defined in the product's details page.

• Enter the price manually.

• Select a price book which specifies a price for the product.

• Discount

• Click the 'Discount' link to offer discounts on the list price

• Select 'Zero Discount' for no discount

• Select '%Price' and enter a percentage discount

• Select 'Direct Price Reduction' option and enter a discount amount

Total After Discount

Price after discounts are applied.

Add Product

Adds a new product item row to the quote.

Note: You can add a product in two ways:

• Enter the first three letters of the product name and select the product from the drop down menu

• Click the product  icon and select an item from the product list

Add Service

Adds a new service item row to the table.