An Sales Order in Raynet is used to record what the Account has ordered, in what quantity, and at what price. This gives you a clear overview of the agreed terms and conditions at all times and allows you to take the next steps in the sales process.
In Raynet, you record and issue an Sales Order for the Account, not a supplier order where you or your company would be the ordering party. In this article, we will go through the detail Sales Order card and show you how to work with it effectively.
Sales Order header
On the left side of the header, you will find a star, which you can use to save the Sales Order among your favorites, Code and Name of the Sales Order. Below them is the date of creation and, if applicable, the expiration date, if set. On the right, you will see the total price of the Sales Order. Using the green Plus button, you can easily add new Aktivity, and via the three dots icon, you can view other actions, which we discuss in detail in a separate article. Here you will also find the option to temporarily switch to the original design. Below the header, you will find the statuses of the Sales Order.
Panel for billing and delivery address
The panel for billing and delivery address is filled in automatically according to the information provided on the Account's detail card in the section Account's registered office. If there is a change in the Account's billing address, you can easily update it using the button Add address. This will overwrite the existing address with the new one listed just below the Account's registered office.
The delivery address is also taken from the Account's Registered Office by default. If you need to enter different delivery details, simply activate the slider Other than billing. You can then click on the Delivery Address, edit it manually, and confirm the change using the button Save. Under the Delivery Address, you can also set the date by which the Sales Order needs to be delivered.
Panel with tabs
In this panel, you can click between individual tabs, which can also be edited using customization. Alternatively, each user can select the default tab by clicking on the gear wheel. On the far right, you will find Discussion.
Products tab
On the Products tab, you can easily add new items by clicking on the +Add products button. Another option is to use the menu under the three dots icon, where you can also select to add products from the price list or products without categorization. Below the list of all items, you will find a summary with an overview Prices before discount, Final prices and also Total prices with VAT.
You can easily change the Sales Order of products in the Sales Order using the six dots icon. Just grab them with your mouse and drag them to the desired location. The Sales Order must be open.
You can also adjust the Sales Order or width of columns in the same way. Clicking on the gray pencil opens a menu where you can select which columns you want to display. If you want to return everything to its original state, click on the pencil icon and select the option Restore default column settings.
By checking the products with a check mark, a button for Bulk actions will appear. Then select the desired action from the menu.
Electronic signature tab
On the Electronic signature tab, you will find all uploaded documents and can easily add new ones by clicking on the Select and Sign Document button.
Timeline tab
On the Timeline tab, you will find a chronological overview of all activities you have already completed with the Account, as well as those that are still pending. You can create a new Aktivita using the green button +Add Activity. Next to it, you will find a button for Export and also the function Raynet AI, which will prepare a clear summary for you.
Related Records tab
On this tab, you will find an overview of all Activities related to the Sales Order, from its creation to the present. Thanks to quick filters, you can filter by Activity type, status, or when the Activity was performed. Using the +Add Activity button, you can easily create another related Activity. Right next to it, you will find a button for Export and also a button for Maximizing the window, which opens the record in full screen. Using the blue arrow next to Activities, you can switch to the Attachments overview linked to the respective Sales Order.
Notes tab
You can use the Notes tab Notes to record important information, such as specific customer requirements. Notes take the form of "sticky notes" and you can insert text, links, attachments, and a visible preview into them. You can distinguish them from each other using colors.
Custom Fields tab
If you are missing any fields directly on the Sales Order, you can create them. You will then find them on the Custom Fields tab.
Side Panels
The side panels on the right-hand side display additional information. You can change the order of these panels, and some of them can be moved to the tabbed panel using Customization.
Record context panel
The Record context panel shows you at a glance which Account and Deal the Sales Order is linked to. Click on the blue pencil to add a link to the Contact.
The panel also includes Synchronization with Deal. With one click, you can either remove or add the link.
Panel with additional information
In the panel below, you can find out who is the owner of the given Sales Order and what category it is classified under. In the field Note for the customer, you can add important information about the Sales Order. This will then also be displayed in the exported version. In addition, you have the option of adding Tags, which you can read more about in this article.
Price panel
Another panel clearly displays key pricing information. Here you can easily find the final price, estimated costs and calculated profit. If you have not entered any Products in the Sales Order, you can enter the amounts manually. Just hover your mouse over the panel and click on the pencil icon in the upper right corner. If there are Products added to the Deal, the values are calculated from the amounts of these Products.
Activity Panel
On this panel, you will find information about the next scheduled activity and the last completed activity.
Attachments panel
You can attach all important documents and files to your Sales Order directly in the panel Attachments. Clicking on the three dots will open a menu for adding from other sources and the option:
Download all files (ZIP)
Set Sales Order
Delete all attachments
You can then download the attachment itself,edit its name or delete.
Confirming the status
Confirming the status of a record is useful if you want to have an overview in Raynet of who changed or checked a specific record and when, and at the same time signed this action. You can create a confirmation by clicking on the button + in the upper right corner of the panel. You can learn more about this feature in this article.