SALES

Objective:

Understand the module and organize your own view, be able to create and edit Sales Orders in
Traze and invoicing them single or multiple.

Module:

Sales

1. View Sales Order

Sales/Sales Order

a) Main Filters for search (header): Search, Customer Companies, Customer Account,
Customer PO/Ref, Customer Ship Date From and To, Order No, Origin Location, Carrier,
Extended Reference, Delivery Date From and To, Category, Customer Category, Stage,
Picking Status, Quantity Status and more filters as follows:
 b) To Create your own view:
First select the filters you will use on the header from Control Tower: i.e., Customer
Companies-Costco Wholesale Canada Online, Ship From and To-range, Origin-
Location/BT Mississauga and Stage-Real; click on the right side where you see a gray

button Views and select the + sign to create a new view as follows:
Put a Name, Pin to page and select a color before you save it!
Once you Save it, the view will appear or looks like this:

If you need to edit your view, first bring the new filters, and then go to the gray button of Views

and select a pencil icon from the list of your view/views to update it as follows:

Once you save it, will change like this based on your updates, in this case the name also was
updated.
 c) Creation of Sales Order

I. Creation from New button upper corner from your right side. To start
from zero.
II. Creation with Copy Button from inside Sales Order
III. Creation from Clone icon from general list
IV. Creation of sales orders by EDI (Loblaws), API (TOC) and Excel (Template)

When you create a New Sales Order from Zero information, you will require to enter the
Customer, Category, Origin and Destination Location, Customer Reference, Extended Ref if
applies, Delivery Date and Status. Traze will automatically give you the Sales Order number
by default and who created it.

If you need to add product(s), go to Add button on the bottom part and choose
It will pop up a new window with all products from that customer, and you are going to add
under To buy column total quantity you required for the Sales Order and hit Add to Order.
For Excel Template upload you will need to use the following template

PO is not
obligatory.
What the system will do is to put everything together in the same order, if you put a PO, will
create a separate order in Traze.
If you need to add quantities to Sales order, you just upload the new quantity and Traze will add
those boxes to the current sales order.
For adjustment to decrease orders you will need to do it manually. Or if you have more than one
change, we will use the massive order functionality.

Under Sales Order, Actions, Template Order V1

Make sure the system gives you the following message and then you will need to review under
actions/view transaction log to review message and details if something is need it.

d) Vocabulary for all columns on the General Sales Order area view:
 On the first column are squares to select one, multiple or all the Sales Orders

 On the second one will be Edit with a pencil icon and clone with the two
squares one of top f the other one

 Order Number will be given automatically by Traze for the Sales order
 Customer Name will let you know to what customer belongs the Sales Order

 Reference will be the Purchase Order number from the customer

 Carrier will let you know who will make the delivery what transportation service will be

use for the delivery

 Ship Terms referred to as delivery terms or shipping terms

 Origin Location is to what facility belongs the Sales order

 Ship Date and Delivery Date for the Sales Order

 Status Traze uses three of them: Released, Draft and Voided

 Stage will let you know if the order is Real or Estimate

 Amount Total amount on $ for the Sales Order

 Quantity Total and Shipped Total of boxes ordered by customer, and

shipped total of boxes to final customer

 Documents Order/Invoice Order is total boxes ordered by customer and

Invoice will show the # and clicking on it, will take you through the Invoice as follows

 Column Configuration
In order to apply more columns from your general view, you will need to click on the icon
of column configuration locates on the left side and a window will pop up with all the
possible fields you want to apply where you have option to select by a check mark on the
, you are able to organize the order of your columns, and put the correct size
for the caharacters you would like to see. You have Apply button, oce you select
your option(s) or clear .
With this two Icons you can select all or clear all.

Remember you can export to Excel reports based on your views.

 2. Sales Items

3. Sales/Sales Order/Items

Once you click on the pencil icon for a specific Sales Order, on the bottom we will see the
details by items with the following Tabs

 Colum to select the line by item

 will appear a sign with a disk to make sure the user does not forget to save it.
  No Item on Sales Order in this case line 2/item 2

 Internal Reference from the designer

 Name of the Design/Product

 Number of boxes ordered by the Customer

 Unite Price per Bunch

 Discount applied to the Sales Order

 Total Amount per line depending on price unit and quantity of bunches
 Shipping Information

 Charges and Discounts such as Taxes

4. Reports
Sales/Sales Order/Export Excel

To create a report on Excel, you will need to export it

Once you open the Excel file you will be ablet to edit and add filters to columns or create
pivot tables from it.

5. Invoicing
Sales/Sales Order/Invoices
 You will select the transaction date and hit create.

When you select more than one sales order shipped, you will be able to invoice multiple or
single (“the products need to be shipped complete”)

If you require additional help, do not hesitate to communicate with the Implementation Team!
EV